Edelweiss Large & Mid Cap Fund

Equity · Large & Mid Cap
 · ★★★★
500
Min SIP
5,000
Min Lumpsum
0.55 %
Expense Ratio
★★★★
Rating
1,822
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 26 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 19.3% 30.4% 14.4% 15.3%
Category Average 18.3% 32.5% 13.3% -

Scheme Allocation

By Holding
By Sector
By Asset
HDFC Bank
6.97%
ICICI Bank
6.05%
St Bk of India
3.17%
Reliance Industr
2.92%
Axis Bank
2.7%
Others
78.19%
Banks
23.72%
IT-Software
7.66%
Consumer Durables
6.41%
Industrial Products
6.01%
Finance
4.88%
Others
51.32%
Equity
97.25%
Reverse Repos
2.33%
Net Curr Ass/Net Receivables
0.42%
Cash & Cash Equivalents
0%
Others
0%

Advance Ratio

0.09
Alpha
4.24
SD
0.9
Beta
0.51
Sharpe

Exit Load

Exit Load 1.00% - If redeemed / switched out on or befoe 90 days from the date of allotment. Nil - If redeemed / switched out after 90 days from the date of allotment.

Fund 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.

Fund Managers

Abhishek Gupta

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Edelweiss Mutual Fund
AUM:
1,20,557 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

How to invest in Edelweiss Large & Mid Cap Fund ?

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"

What is the NAV of Edelweiss Large & Mid Cap Fund ?

The NAV of Edelweiss Large & Mid Cap Fund is ₹63.3 as of 26 May 2023.

How to redeem Edelweiss Large & Mid Cap Fund holding ?

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”.

What is the minimum sip amount of Edelweiss Large & Mid Cap Fund?

The minimum SIP amount of Edelweiss Large & Mid Cap Fund is ₹500

What are the top sectors Edelweiss Large & Mid Cap Fund has invested in??

The top sectors Edelweiss Large & Mid Cap Fund has invested in are
  1. HDFC Bank - 6.97%
  2. ICICI Bank - 6.05%
  3. St Bk of India - 3.17%
  4. Reliance Industr - 2.92%
  5. Axis Bank - 2.7%

How much returns have Edelweiss Large & Mid Cap Fund generated ?

The Edelweiss Large & Mid Cap Fund has delivered 15.3% since inception

What is the expense ratio of Edelweiss Large & Mid Cap Fund ?

The expense ratio of Edelweiss Large & Mid Cap Fund is 0.55 % as of 26 May 2023.

What is the AUM of Edelweiss Large & Mid Cap Fund?

The AUM of Edelweiss Large & Mid Cap Fund is ₹1,20,557 Cr as of 26 May 2023

What are the top stock holdings of Edelweiss Large & Mid Cap Fund?

The top stock holdings of Edelweiss Large & Mid Cap Fund are
  1. HDFC Bank - 6.97%
  2. ICICI Bank - 6.05%
  3. St Bk of India - 3.17%
  4. Reliance Industr - 2.92%
  5. Axis Bank - 2.7%
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