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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) | ₹1408 Cr | ₹13241 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 | 1.87% | 1.81% |
| 6 Month | 4.95% | 5.27% |
| 1 Year | 3.88% | 4.9% |
| 3 Year | 14.43% | 12.08% |
| 5 Year | 15.8% | 14.35% |
SIP Return Analysis
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | UTI - Master Share-Growth Option |
|---|---|---|
| 6 Month | 3.84% | 3.63% |
| 1 Year | 14.8% | 14.31% |
| 3 Year | 13.19% | 12.43% |
| 5 Year | 13.81% | 11.98% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | UTI - Master Share-Growth Option |
|---|---|---|
| 1 Year | 12.26% | 11.35% |
| 3 Year | 13.6% | 12.24% |
| 5 Year | 14.25% | 13.35% |
Risk Management
| Scheme Name | Edelweiss Large Cap Fund - Regular Plan - Growth Option | UTI - Master Share-Growth Option |
|---|---|---|
| Standard Deviation | 11.75% | 11.82% |
| Sharp | 0.66% | 0.56% |
| Beta | 0.95% | 0.89% |
| Alpha | 0.42% | -0.73% |
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 | 7.61 | 7.37 |
| Large Cap | 78.65 | 83.06 |
| Mid Cap | 12.8 | 8.72 |
| Small Cap | 0.94 | 0.85 |
Sector Allocation
| Scheme Name |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
UTI - Master Share-Growth Option |
|---|---|---|
| Others | 3.73 | 1.42 |
| Energy | 7.23 | 6.95 |
| Technology | 8.03 | 12.82 |
| Healthcare | 9.68 | 3.06 |
| Industrials | 9.22 | 10.13 |
| Basic Materials | 6 | 5.44 |
| Consumer Defensive | 5.88 | 8.89 |
| Financial Services | 31.22 | 33.73 |
| Consumer Cyclical | 12.2 | 11.54 |
| Utilities | 3.57 | 1.04 |
| Communication Services | 3.23 | 4.97 |
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