Compare Mutual Funds

Insights from Fund Comparison

• Both Edelweiss Large Cap Fund (G) and Aditya Birla SL Large Cap Fund - Direct (IDCW) are Large Cap Fund, Equity schemes. Edelweiss Large Cap Fund (G) is 16 yrs 10 m old and manages ₹1,476.88 Crs, whereas Aditya Birla SL Large Cap Fund - Direct (IDCW) is 13 yrs 2 m old with ₹30,094.33 Crs.
• Edelweiss Large Cap Fund (G) is older, but Aditya Birla SL Large Cap Fund - Direct (IDCW) is larger — suggesting that while Edelweiss Large Cap Fund (G) has more experience, Aditya Birla SL Large Cap Fund - Direct (IDCW) may be attracting recent investor interest.
• Edelweiss Large Cap Fund (G) has its top 3 sectors in Banks (25.59%), Automobile (7.45%), and Finance (6.65%), while Aditya Birla SL Large Cap Fund - Direct (IDCW) focuses on Banks (27.14%), IT - Software (8.91%), and Automobile (7.06%).
• The funds share exposure to Banks and Automobile, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Edelweiss Large Cap Fund (G) holds HDFC Bank Ltd. (7.59%), ICICI Bank Ltd. (6.63%), Clearing Corporation of India Ltd. (6.14%), Reliance Industries Ltd. (5.51%), and Larsen & Toubro Ltd. (4.35%), whereas Aditya Birla SL Large Cap Fund - Direct (IDCW) holds ICICI Bank Limited (7.49%), HDFC Bank Limited (7.25%), Reliance Industries Limited (4.77%), Infosys Limited (4.32%), and Axis Bank Limited (4.24%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Edelweiss Large Cap Fund (G) has 94.66% equity and 0.48% debt, while Aditya Birla SL Large Cap Fund - Direct (IDCW) has 97.41% equity and 0.61% debt.
• Risk profile is similar for both funds.
• Edelweiss Large Cap Fund (G) showed short-term strength over 3 Months (returns: -9.00%), outperforming Aditya Birla SL Large Cap Fund - Direct (IDCW) by 2.03%. However, other periods (6 Months, 1 Year, 3 Years, 5 Years, returns: -5.51%, -0.33%, 13.53%, 11.97% ) lagged behind, suggesting this could be a temporary upswing. Monitor for sustained momentum before making long-term decisions.