Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI vs Edelweiss Large Cap Fund compare

Link copied to clipboard!

tortoise-icon Edelweiss Large Cap Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon UTI - Master Share-Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option UTI - Master Share-Growth Option
Fund Edelweiss Large Cap Fund - Regular Plan - Growth Option UTI - Master Share-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1271 Cr ₹12720 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 20 May 2009 30 Jul 2005
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 TRI BSE 100
Turn Over 79% 17%
Expense Ratio 2.16 1.76
Manager Bhavesh Jain Karthikraj Lakshmanan
ISIN Code INF754K01046 INF789F01976
Exits Load Edelweiss Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 UTI Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option UTI - Master Share-Growth Option
1 Month 3.03% 2.92%
6 Month 2.86% 3.84%
1 Year 4.01% 4.36%
3 Year 20.48% 16.83%
5 Year 20.58% 19.25%

SIP Return Analysis

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option UTI - Master Share-Growth Option
6 Month 9% 8.46%
1 Year 10.77% 11.08%
3 Year 17.23% 15.31%
5 Year 16.67% 14.57%

Rolling Lumpsum Returns

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option UTI - Master Share-Growth Option
1 Year 13.06% 11.86%
3 Year 13.38% 12.11%
5 Year 14.12% 13.14%

Risk Management

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option UTI - Master Share-Growth Option
Standard Deviation 13.04% 11.82%
Sharp 0.81% 0.63%
Beta 0.94% 0.89%
Alpha 1.09% -0.99%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option UTI - Master Share-Growth Option
Name Bhavesh Jain Karthikraj Lakshmanan
Total AUM ₹0 Cr ₹14959 Cr
Funds Managed 22 2
Edelweiss Large Cap Fund - Regular Plan - Growth Option UTI - Master Share-Growth Option

Market Cap

Scheme Name

Edelweiss Large Cap Fund - Regular Plan - Growth Option

UTI - Master Share-Growth Option

Others 6.24 4.77
Large Cap 78.46 87.41
Mid Cap 14.23 7.18
Small Cap 1.08 0.64

Sector Allocation

Scheme Name

Edelweiss Large Cap Fund - Regular Plan - Growth Option

UTI - Master Share-Growth Option

Others 6.24 4.23
Energy 7.18 7.69
Technology 6.88 11.09
Healthcare 10.27 4.56
Industrials 7.42 8.41
Consumer Defensive 7.72 10
Basic Materials 5.08 2.39
Financial Services 34.3 34.33
Consumer Cyclical 8.68 10.49
Communication Services 4.05 4.85
Utilities 2.2 1.97

Top Comparisons

Aditya Birla Sun Life Income Fund - Growth - Regular Plan Aditya Birla Sun Life Income Fund - Growth - Regular Plan

3Y Returns7.54%

VS

UTI Medium to Long Duration Fund- Regular Plan - Growth UTI Medium to Long Duration Fund- Regular Plan - Growth

3Y Returns7.65%

Compare Now

BANDHAN Corporate Bond Fund - Regular Growth BANDHAN Corporate Bond Fund - Regular Growth

3Y Returns7.45%

VS

HSBC Corporate Bond Fund - Regular Growth HSBC Corporate Bond Fund - Regular Growth

3Y Returns7.88%

Compare Now

Franklin India Banking & PSU Debt Fund - Growth Franklin India Banking & PSU Debt Fund - Growth

3Y Returns7.42%

VS

LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Debt Fund-Growth

3Y Returns7.29%

Compare Now

HDFC Non-Cyclical Consumer Fund - Regular (G) HDFC Non-Cyclical Consumer Fund - Regular (G)

3Y Returns0%

VS

Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

3Y Returns22.25%

Compare Now
Add to Cart Successfully