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 8 m old and manages ₹1,455.84 Crs, whereas Aditya Birla SL Large Cap Fund - Direct (IDCW) is 13 yrs 0 m old with ₹31,386.27 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 (26.44%), Automobile (9.18%), and Refineries (7.66%), while Aditya Birla SL Large Cap Fund - Direct (IDCW) focuses on Banks (25.56%), IT - Software (9.07%), and Automobile (7.35%).
• 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. (8.14%), Reliance Industries Ltd. (6.58%), ICICI Bank Ltd. (6.32%), Larsen & Toubro Ltd. (4.21%), and State Bank of India (3.88%), whereas Aditya Birla SL Large Cap Fund - Direct (IDCW) holds HDFC Bank Limited (7.76%), ICICI Bank Limited (6.99%), Reliance Industries Limited (5.15%), Infosys Limited (5.14%), and Larsen & Toubro Limited (4.09%).
• 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 97.14% equity and 0.48% debt, while Aditya Birla SL Large Cap Fund - Direct (IDCW) has 96.74% equity and 0.87% debt.
• Risk profile is similar for both funds.
• Edelweiss Large Cap Fund (G) outperformed Aditya Birla SL Large Cap Fund - Direct (IDCW) in 6 Months, 1 Year (returns: 2.78%, 8.59% ) but underperformed in 3 Months, 3 Years, 5 Years (returns: -2.13%, 15.65%, 14.65%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.