UTI vs Edelweiss Large Cap Fund compare
Edelweiss Large Cap Fund - Regular Plan - Growth Option
UTI - Master Share-Growth Option
Chart Comparison
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 | 1.17% | 1.09% |
6 Month | -1.37% | -0.5% |
1 Year | 3.72% | 5.37% |
3 Year | 19.41% | 16.3% |
5 Year | 21.05% | 19.8% |
SIP Return Analysis
Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | UTI - Master Share-Growth Option |
---|---|---|
6 Month | 6.14% | 5.84% |
1 Year | 4.29% | 5.06% |
3 Year | 14.98% | 13.19% |
5 Year | 15.35% | 13.36% |
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 | 12.521% | 11.82% |
Sharp | 0.582% | 0.63% |
Beta | 0.937% | 0.89% |
Alpha | 0.513% | -0.99% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 3.71 |
Large Cap | 82.38 | 88.73 |
Mid Cap | 12.93 | 6.87 |
Small Cap | 1.65 | 0.66 |
Sector Allocation
Scheme Name |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
UTI - Master Share-Growth Option |
---|---|---|
Others | 2.93 | 3.71 |
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 | - | 5.82 |
Industrial Products | - | 2.29 |
IT - Software | - | 10.71 |
Construction | - | 2.82 |
Banks | - | 27.46 |
Pharmaceuticals & Biotechnology | - | 4.12 |
Auto Components | - | 1.49 |
Automobiles | - | 5.66 |
Personal Products | - | 1.77 |
Healthcare Services | - | 0.66 |
Finance | - | 4.04 |
Diversified FMCG | - | 3 |
Consumer Durables | - | 2.18 |
Agricultural Food & other Products | - | 1.45 |
Retailing | - | 5.41 |
Beverages | - | 0.7 |
Diversified Metals | - | 0.86 |
Oil | - | 1.08 |
Ferrous Metals | - | 0.85 |
Aerospace & Defense | - | 0.99 |
Telecom - Services | - | 4.37 |
Cement & Cement Products | - | 0.59 |
Consumable Fuels | - | 0.76 |
Transport Services | - | 1.16 |
Power | - | 1.97 |
Insurance | - | 3.36 |
Leisure Services | - | 0.69 |
Top Comparisons
HDFC NIFTY200 Momentum 30 Index Fund - Regular (G)
3Y Returns0%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.77%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.26%
Sundaram Short Duration Fund Regular Growth
3Y Returns7.44%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns7.1%
HDFC Silver ETF Fund of Fund - Growth Option
3Y Returns0%
Nippon India Silver ETF FOF-Regular Plan- Growth Option
3Y Returns18.8%