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 5 m old and manages ₹1,365.79 Crs, whereas AXIS Large Cap Fund (IDCW) is 16 yrs 11 m old with ₹29,231.05 Crs.
• Both funds are fairly comparable in terms of age and size.
• Edelweiss Large Cap Fund (G) has its top 3 sectors in Banks (22.49%), IT - Software (8.55%), and Pharmaceuticals (6.45%), while AXIS Large Cap Fund (IDCW) focuses on Banks (25.03%), Finance (8.79%), and Pharmaceuticals (7.74%).
• 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. (7.64%), HDFC Bank Ltd. (7.26%), Reliance Industries Ltd. (5.39%), Larsen & Toubro Ltd. (4.42%), and Mahindra & Mahindra Ltd. (3.11%), whereas AXIS Large Cap Fund (IDCW) holds ICICI Bank Limited (9.29%), HDFC Bank Limited (8.25%), Bharti Airtel Limited (5.07%), Bajaj Finance Limited (4.94%), and Eternal Limited (4.27%).
• 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 98.20% equity and 0.00% debt, while AXIS Large Cap Fund (IDCW) has 94.09% 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 6 Months, 3 Years, 5 Years (returns: -3.28%, 7.63%, 6.83% ) but underperformed in 3 Months, 1 Year (returns: -4.21%, -7.24%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.