Edelweiss Large & Mid Cap Fund

Equity | Large & Mid Cap Funds
 | 5
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹5,000 0.49 % 5★ ₹1,635 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹5,000 0.49 %
Min SIP Min Lumpsum Expense Ratio
5★ ₹1,635 Cr 10 Years
Rating Fund Size Fund Age

Scheme Objective

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities. However, there is no assurance that the investment objective of the scheme will be realised.

Scheme Performance

Returns and Ranks ( as on 29 November 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 9.9% 21.0% 14.7% 16.0%
Category Average 9.2% 20.9% 13.0% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
7.48%
C C I
4.29%
Reliance Industr
3.73%
Axis Bank
3.69%
St Bk of India
3.28%
Others
77.53%
Banks
19.95%
Finance
7.85%
Consumer Durables
5.43%
Debt
4.29%
Automobiles
3.84%
Others
58.64%
Equity
95.89%
Reverse Repos
4.29%
Cash & Cash Equivalents
0%
Net Curr Ass/Net Receivables
-0.18%

Fund House Details

Edelweiss Mutual Fund

Edelweiss Large & Mid Cap Fund

Fund Manager
Abhishek Gupta

Exit Load

Exit Load 1.00% - If redeemed / switched out within 12 months from the date of allotment. Nil - If redeemed / switched out after 12 months from the date of allotment.

Advance Ratio

0.01 1.12 0.91 0.01
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Edelweiss Mutual Fund
AUM:
1,04,111 Cr
Address:
Edelwiess House, Off.C.S.T. Road, Kalina, Mumbai - 400 098.
Contact:
+91 022 40979737
Email ID:
EMFHelp@Edelweissmf.com

Frequently Asked Questions

You can invest in Edelweiss Large & Mid Cap Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Edelweiss Large & Mid Cap Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The Edelweiss Large & Mid Cap Fund has delivered 16.0% since inception
The NAV of Edelweiss Large & Mid Cap Fund is ₹62.4 as of 29 November 2022.
The expense ratio of Edelweiss Large & Mid Cap Fund is 0.49 % as of 29 November 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now