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UTI vs Edelweiss Large Cap Fund compare

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

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tortoise-icon UTI - Master Share-Growth Option

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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) ₹1108 Cr ₹12482 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 6.32% 6.31%
6 Month 3.75% 4.86%
1 Year 10.07% 12.35%
3 Year 19.61% 16.15%
5 Year 23.15% 21.73%

SIP Return Analysis

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option UTI - Master Share-Growth Option
6 Month 1.79% 1.79%
1 Year -2.57% -1.46%
3 Year 13.55% 11.7%
5 Year 14.61% 12.65%

Rolling Lumpsum Returns

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option UTI - Master Share-Growth Option
1 Year 13.43% 12.06%
3 Year 13.33% 12.16%
5 Year 14.04% 13.02%

Risk Management

Scheme Name Edelweiss Large Cap Fund - Regular Plan - Growth Option UTI - Master Share-Growth Option
Standard Deviation 12.521% 11.82%
Sharp 0.582% 0.49%
Beta 0.937% 0.89%
Alpha 0.513% -0.82%

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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 3.04 4.43
Large Cap 82.38 87.31
Mid Cap 12.93 7.63
Small Cap 1.65 0.63

Sector Allocation

Scheme Name

Edelweiss Large Cap Fund - Regular Plan - Growth Option

UTI - Master Share-Growth Option

Others 2.93 4.43
Energy 5.35 -
Industrials 7.1 -
Technology 10.77 -
Healthcare 10.76 -
Consumer Defensive 7.04 -
Basic Materials 4.91 -
Financial Services 32.37 -
Consumer Cyclical 11.32 -
Communication Services 4.26 -
Utilities 3.19 -
Petroleum Products - 5.1
Industrial Products - 2.08
IT - Software - 10.84
Construction - 3.06
Ferrous Metals - 1.39
Banks - 26.89
Pharmaceuticals & Biotechnology - 4.04
Automobiles - 5.72
Auto Components - 1.5
Personal Products - 1.84
Healthcare Services - 0.63
Finance - 3.21
Diversified FMCG - 2.76
Fertilizers & Agrochemicals - 0.44
Consumer Durables - 1.55
Agricultural Food & other Products - 1.29
Retailing - 5.49
Beverages - 0.98
Diversified Metals - 1.11
Oil - 1.13
Aerospace & Defense - 0.98
Telecom - Services - 4.51
Cement & Cement Products - 0.9
Consumable Fuels - 0.81
Transport Services - 1.17
Power - 2.02
Insurance - 3.47
Leisure Services - 0.66

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