Compare Mutual Funds

Insights from Fund Comparison

• Both Edelweiss Large Cap Fund (G) and AXIS Large Cap Fund - Direct (G) are Large Cap Fund, Equity schemes. Edelweiss Large Cap Fund (G) is 17 yrs 0 m old and manages ₹1,439.03 Crs, whereas AXIS Large Cap Fund - Direct (G) is 13 yrs 4 m old with ₹30,498.17 Crs.
• Edelweiss Large Cap Fund (G) is older, but AXIS Large Cap Fund - Direct (G) is larger — suggesting that while Edelweiss Large Cap Fund (G) has more experience, AXIS Large Cap Fund - Direct (G) 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 AXIS Large Cap Fund - Direct (G) focuses on Banks (24.31%), Finance (6.81%), and IT - Software (6.04%).
• The funds share exposure to Banks and Finance, 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 AXIS Large Cap Fund - Direct (G) holds Clearing Corporation of India Ltd (10.24%), ICICI Bank Limited (8.31%), HDFC Bank Limited (7.36%), Reliance Industries Limited (5.09%), and Larsen & Toubro Limited (4.89%).
• The funds share exposure to Clearing Corporation of India Ltd., which makes their performance partly correlated. However, the unique holdings like HDFC Bank Ltd. in Edelweiss Large Cap Fund (G) and ICICI Bank Limited in AXIS Large Cap Fund - Direct (G) can create divergence depending on how these stocks perform.
• In terms of risk profile, Edelweiss Large Cap Fund (G) has 94.87% equity and 1.14% debt, while AXIS Large Cap Fund - Direct (G) has 87.61% equity and 0.00% debt.
• Edelweiss Large Cap Fund (G) 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 AXIS Large Cap Fund - Direct (G) by 0.15%. 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.