Compare Mutual Funds

Insights from Fund Comparison

• Both Edelweiss Large Cap Fund (G) and AXIS Large Cap Fund (IDCW) 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 (IDCW) is 16 yrs 1 m old with ₹34,071.52 Crs.
• Both funds are fairly comparable in terms of age and size.
• 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 (IDCW) 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 (IDCW) 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 (IDCW) 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 (IDCW) across all timeframes (3M, 6M, 1Y, 3Y, 5Y), demonstrating consistent performance and resilience in all market cycles. Returns were 2.73% , 1.73% , 2.31% , 14.20% , and 15.11% versus AXIS Large Cap Fund (IDCW)'s 0.57% , 1.42% , 1.58% , 11.20% , and 10.82% .