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 17 yrs 3 m old and manages ₹1,443.24 Crs, whereas AXIS Large Cap Fund (IDCW) is 16 yrs 9 m old with ₹31,631.85 Crs.
• Both funds are fairly comparable in terms of age and size.
• Edelweiss Large Cap Fund (G) has its top 3 sectors in Banks (20.97%), Pharmaceuticals (9.73%), and IT - Software (7.49%), while AXIS Large Cap Fund (IDCW) focuses on Banks (25.10%), Finance (9.26%), and Pharmaceuticals (7.59%).
• The funds share exposure to Banks and Pharmaceuticals, 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 ICICI Bank Ltd. (7.66%), HDFC Bank Ltd. (6.90%), Reliance Industries Ltd. (5.56%), Larsen & Toubro Ltd. (4.38%), and Bharti Airtel Ltd. (3.87%), whereas AXIS Large Cap Fund (IDCW) holds ICICI Bank Limited (9.64%), HDFC Bank Limited (8.40%), Bajaj Finance Limited (5.55%), Bharti Airtel Limited (4.85%), and Mahindra & Mahindra Limited (3.99%).
• 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 98.76% equity and 0.45% debt, while AXIS Large Cap Fund (IDCW) has 95.23% 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 (IDCW) in 1 Year, 3 Years, 5 Years (returns: 2.99%, 10.41%, 9.83% ) but underperformed in 3 Months, 6 Months (returns: 3.42%, -1.54%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.