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 3 m old and manages ₹1,443.24 Crs, whereas Aditya Birla SL Large Cap Fund - Direct (IDCW) is 13 yrs 7 m old with ₹29,944.14 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 (20.97%), Pharmaceuticals (9.73%), and IT - Software (7.49%), while Aditya Birla SL Large Cap Fund - Direct (IDCW) focuses on Banks (25.48%), IT - Software (8.14%), and Automobile (6.99%).
• The funds share exposure to Banks and IT - Software, 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 ICICI Bank Ltd. (7.66%), HDFC Bank Ltd. (6.90%), Reliance Industries Ltd. (5.56%), Larsen & Toubro Ltd. (4.38%), and Bharti Airtel Ltd. (3.87%), whereas Aditya Birla SL Large Cap Fund - Direct (IDCW) holds ICICI Bank Ltd. (7.84%), HDFC Bank Ltd. (6.37%), Reliance Industries Ltd. (4.98%), Infosys Ltd. (3.92%), and Bharti Airtel Ltd. (3.60%).
• The funds share exposure to ICICI Bank Ltd. and HDFC Bank Ltd., which makes their performance partly correlated. However, the unique holdings like Larsen & Toubro Ltd. in Edelweiss Large Cap Fund (G) and Infosys Ltd. in Aditya Birla SL Large Cap Fund - Direct (IDCW) can create divergence depending on how these stocks perform.
• In terms of risk profile, Edelweiss Large Cap Fund (G) has 98.76% equity and 0.45% debt, while Aditya Birla SL Large Cap Fund - Direct (IDCW) has 98.33% equity and 0.29% debt.
• Risk profile is similar for both funds.
• Edelweiss Large Cap Fund (G) outperformed Aditya Birla SL Large Cap Fund - Direct (IDCW) in 1 Year, 5 Years (returns: 2.99%, 9.83% ) but underperformed in 3 Months, 6 Months, 3 Years (returns: 3.42%, -1.54%, 10.41%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.