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 17 yrs 0 m old and manages ₹1,439.03 Crs, whereas Aditya Birla SL Large Cap Fund - Direct (IDCW) is 13 yrs 4 m old with ₹28,969.9 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 (23.27%), Automobile (7.64%), and Finance (6.98%), while Aditya Birla SL Large Cap Fund - Direct (IDCW) focuses on Banks (25.96%), IT - Software (8.43%), and Automobile (6.52%).
• 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. (6.77%), ICICI Bank Ltd. (6.23%), Reliance Industries Ltd. (5.81%), Larsen & Toubro Ltd. (4.47%), and Clearing Corporation of India Ltd. (4.10%), whereas Aditya Birla SL Large Cap Fund - Direct (IDCW) holds ICICI Bank Limited (7.13%), HDFC Bank Limited (6.79%), Reliance Industries Limited (5.63%), Infosys Limited (4.24%), and State Bank of India (3.87%).
• 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 94.87% equity and 1.14% debt, while Aditya Birla SL Large Cap Fund - Direct (IDCW) has 98.00% equity and 0.47% debt.
• Aditya Birla SL Large Cap Fund - Direct (IDCW) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• Edelweiss Large Cap Fund (G) showed short-term strength over 3 Months (returns: -6.03%), outperforming Aditya Birla SL Large Cap Fund - Direct (IDCW) by 1.28%. However, other periods (6 Months, 1 Year, 3 Years, 5 Years, returns: -7.68%, -3.00%, 10.90%, 10.90% ) lagged behind, suggesting this could be a temporary upswing. Monitor for sustained momentum before making long-term decisions.