Compare Mutual Funds

Insights from Fund Comparison

• Both Edelweiss Large Cap Fund (G) and AXIS Large Cap Fund - Direct (IDCW) are Large Cap Fund, Equity schemes. Edelweiss Large Cap Fund (G) is 16 yrs 10 m old and manages ₹1,476.88 Crs, whereas AXIS Large Cap Fund - Direct (IDCW) is 13 yrs 2 m old with ₹32,436.77 Crs.
• Edelweiss Large Cap Fund (G) is older, but AXIS Large Cap Fund - Direct (IDCW) is larger — suggesting that while Edelweiss Large Cap Fund (G) has more experience, AXIS Large Cap Fund - Direct (IDCW) may be attracting recent investor interest.
• Edelweiss Large Cap Fund (G) has its top 3 sectors in Banks (25.59%), Automobile (7.45%), and Finance (6.65%), while AXIS Large Cap Fund - Direct (IDCW) focuses on Banks (25.66%), Automobile (7.85%), and Finance (7.41%).
• Both funds have identical top sector allocations, so sector-level performance will likely impact them similarly.
• Edelweiss Large Cap Fund (G) holds HDFC Bank Ltd. (7.59%), ICICI Bank Ltd. (6.63%), Clearing Corporation of India Ltd. (6.14%), Reliance Industries Ltd. (5.51%), and Larsen & Toubro Ltd. (4.35%), whereas AXIS Large Cap Fund - Direct (IDCW) holds ICICI Bank Limited (8.73%), HDFC Bank Limited (8.30%), Reliance Industries Limited (6.06%), Larsen & Toubro Limited (5.24%), and Clearing Corporation of India Ltd (4.61%).
• 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 (IDCW) can create divergence depending on how these stocks perform.
• In terms of risk profile, Edelweiss Large Cap Fund (G) has 94.66% equity and 0.48% debt, while AXIS Large Cap Fund - Direct (IDCW) has 91.12% 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) outperformed AXIS Large Cap Fund - Direct (IDCW) in 3 Years (returns: 13.53% ) but underperformed in 3 Months, 6 Months, 1 Year, 5 Years (returns: -9.00%, -5.51%, -0.33%, 11.97%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.