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 | 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% |
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 | 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 |
Top Comparisons
SBI Blue Chip Fund-Regular Plan Growth
3Y Returns18.29%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns18.23%
Franklin India Prima Fund-Growth
3Y Returns27.69%
HDFC Mid-Cap Opportunities Fund - Growth Plan
3Y Returns30.6%
Axis Quant Fund - Regular Plan - Growth
3Y Returns17.1%
HSBC Business Cycles Fund - Regular Growth
3Y Returns27.06%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns25%
Quant Quantamental Fund Regular - Growth
3Y Returns27.12%