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 5 m old and manages ₹1,365.79 Crs, whereas Aditya Birla SL Large Cap Fund - Direct (IDCW) is 13 yrs 9 m old with ₹27,932.68 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 (22.49%), IT - Software (8.55%), and Pharmaceuticals (6.45%), while Aditya Birla SL Large Cap Fund - Direct (IDCW) focuses on Banks (26.78%), IT - Software (7.50%), and Finance (7.02%).
• 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. (7.64%), HDFC Bank Ltd. (7.26%), Reliance Industries Ltd. (5.39%), Larsen & Toubro Ltd. (4.42%), and Mahindra & Mahindra Ltd. (3.11%), whereas Aditya Birla SL Large Cap Fund - Direct (IDCW) holds ICICI Bank Ltd. (7.74%), HDFC Bank Ltd. (7.32%), Reliance Industries Ltd. (4.84%), Kotak Mahindra Bank Ltd. (4.11%), and State Bank of India (3.40%).
• 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 Kotak Mahindra Bank 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 98.20% equity and 0.00% debt, while Aditya Birla SL Large Cap Fund - Direct (IDCW) has 99.24% equity and 0.13% debt.
• Risk profile is similar for both funds.