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 16 yrs 7 m old and manages ₹1,445.39 Crs, whereas AXIS Large Cap Fund - Direct (G) is 12 yrs 11 m old with ₹34,071.52 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 (26.48%), Automobile (9.16%), and Refineries (6.62%), while AXIS Large Cap Fund - Direct (G) focuses on Banks (24.64%), IT - Software (7.33%), and Finance (7.29%).
• The funds share exposure to Banks, 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. (8.33%), ICICI Bank Ltd. (7.40%), Reliance Industries Ltd. (6.62%), Larsen & Toubro Ltd. (4.23%), and Clearing Corporation of India Ltd. (3.90%), whereas AXIS Large Cap Fund - Direct (G) holds HDFC Bank Limited (9.59%), ICICI Bank Limited (8.11%), Reliance Industries Limited (7.18%), Bharti Airtel Limited (5.94%), and Infosys Limited (5.27%).
• 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 95.58% equity and 0.48% debt, while AXIS Large Cap Fund - Direct (G) has 96.16% equity and 0.00% debt.
• Risk profile is similar for both funds.
• Edelweiss Large Cap Fund (G) outperformed AXIS Large Cap Fund - Direct (G) in 3 Months, 3 Years, 5 Years (returns: 2.73%, 14.20%, 15.11% ) but underperformed in 6 Months, 1 Year (returns: 1.73%, 2.31%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.