SBI Contra Fund vs Edelweiss Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
16.36%
3Y Return
14.7%
Chaliye, dekho, we're comparing two popular funds, SBI Contra Fund and Edelweiss Mutual Fund Large Cap Fund. Fund A is a multi-cap fund, while Fund B is a large-cap fund. In this analysis, we'll compare their 1Y, 3Y, and 5Y returns, riskometer, expense ratio, and asset allocation to help you decide which fund is better for long-term wealth creation.
| Parameter | ASBI Contra Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | SBI Mutual Fund | Edelweiss Mutual Fund |
| Category | Multi Cap | Large Cap |
| NAV (₹) | 408.51 | 497.22 |
| AUM (₹ Cr) | 4.74 Lac Cr | 2.33 Lac Cr |
| Expense Ratio (%) | 0.72% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 13.7 | 12.9 |
| Sharpe Ratio | 0.72 | 0.64 |
| 1 Year Return (%) | -1.21% | -4.02% |
| 3 Year Return (%) | 16.36% | 14.7% |
| 5 Year Return (%) | 18.26% | 12.03% |
| Since Launch (%) | 15.48% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Dinesh Balachandran; Pradeep Kesavan (8.1 years yrs) | Bharat Lahoti (3.5 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 50 |
| Top 3 Holdings | HDFC Bank Ltd. (6.59%), Reliance Industries Ltd. (5.35%), Biocon Ltd. (3.04%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 81.12% | T-Bills: 2.35% | Forgn. Eq: 2.19% | Debenture: 1.92% | CD: 1.05% | REITs: 0.94% | Call Option: -0.03% | Futures: -0.16% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 130% | 32% |
🤖 AI Verdict – Which is Better?
Sach ye hai, Fund A's 3Y return of 16.36% is higher than Fund B's 14.7%. Lekin, Fund B has a lower expense ratio of 0.52%. Considering risk, both funds have a very high riskometer. Based on these parameters, Fund A seems to be the clear winner for long-term wealth creation.
Why consider SBI Contra Fund?
- Expense ratio: 0.72%
- 3Y return: 16.36%
- AUM: 4.74 Lac Cr
- Sharpe Ratio: 0.72
Why consider Edelweiss Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.33 Lac Cr
- Sharpe Ratio: 0.64
📈 SIP Suitability
Haan, Fund A's consistency is better, with a 1Y return of -1.21% and 3Y return of 16.36%. Fund B's 1Y return of -4.02% is lower, but its 3Y return is 14.7%. For a monthly SIP for 10+ years, Fund A's stability makes it a better choice.
⚠️ Risk & Cost Analysis
Lekin, Fund B has a lower volatility of 12.9 compared to Fund A's 13.7. Sharpe ratio-wise, Fund A is better with a ratio of 0.72. Expense ratio-wise, Fund B is cost-effective with 0.52%. Considering these factors, Fund A offers better risk-adjusted returns.
📊 Portfolio Diversification
Fund A has a diversified asset allocation, with 81.12% in equity, 2.35% in T-Bills, and 2.19% in foreign equities. Fund B, on the other hand, has a concentrated asset allocation, with 96% in equity and 4% in T-Bills. Fund A's diversified portfolio reduces sector risk.
SIP Calculator – Compare Growth Potential
SBI Contra Fund
₹1516047.14
@16.4% annual return (3Y)
Edelweiss Mutual Fund Large Cap Fund
₹1367804.07
@14.7% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
❓ Frequently Asked Questions (Comparison)
Q1: Which fund gives better returns in the long run?
Fund A gives better returns in the long run, with a 5Y return of 18.26% compared to Fund B's 12.03%.
Q2: Is the higher risk fund worth it?
Haan, Fund A's higher risk is worth it, considering its better Sharpe ratio of 0.72 compared to Fund B's 0.64.
Q3: Which fund is more cost-effective?
Fund B is more cost-effective, with an expense ratio of 0.52% compared to Fund A's 0.72%.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price