- Mutual Funds
- Edelweiss Mutual Funds
- Edelweiss Large & Mid Fund (PIDCW-A)
Formerly Edelweiss Equity Opp DP
Edelweiss Large & Mid Fund (PIDCW-A)
₹ 23.502
NAV (Sep 22)
Large & mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 23.502
NAV (Sep 22)
Fund Returns
Last 1Y | 13.3% |
Last 3Y | 24.5% |
Last 5Y | 11.9% |
Last 10Y | 14.2% |
Since Inception | 10.8% |
6 Month CAGR | 21.5% |
Scheme Information
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.
Expense Ratio | 1.99 |
Launched (16y ago) | Jun 14, 2007 |
AUM in Crores | 2197.456 |
ISIN | INF843K01054 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty LargeMidcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.2 |
Standard Deviation (5yr) | 21.6 |
Beta (3yr) | 0.93 |
Beta (5yr) | 1.02 |
Sharpe Ratio (3yr) | 1.288 |
Sharpe Ratio (5yr) | 0.34 |
YTM | 0 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Edelweiss Large & Mid Fund (PIDCW-A) | 9,82,041 | 2,49,429 | 11.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
6.5%icici bank ltd
4.3%reliance industries ltd
3%larsen & toubro ltd
2.5%state bank of india
2.2%Allocation by Sector
financial services
26.5%consumer cyclical
16.6%industrials
16.4%basic materials
13.3%technology
10.8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Edelweiss Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.3% | 4.6% | ||
5.7% | 7.2% | ||
- | 4.9% | ||
5.7% | 7.2% | ||
5.3% | 4.6% |
Edelweiss Large & Mid Fund (PIDCW-A) Review
Edelweiss Large & Mid Fund (PIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 10.8% over a period of 16 years. The fund was previously known as Edelweiss Equity Opp DP. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Abhishek Gupta, Trideep Bhattacharya.
Nav of Edelweiss Large & Mid Fund (PIDCW-A) as of 9/22/2023 is ₹23.50 with the total AUM as of 9/23/2023 is ₹2197.456. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Large & Mid Fund (PIDCW-A) was launched on Jun 14, 2007. The category risk of the fund is Very High Risk.
The minimum SIP amount for Edelweiss Large & Mid Fund (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Edelweiss Large & Mid Fund (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty LargeMidcap 250 TR INR.
Edelweiss Large & Mid Fund (PIDCW-A) is rated as a 2 fund in Equity and delivered 13.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Large & Mid Fund (PIDCW-A).
Frequently Asked Questions
What is Edelweiss Large & Mid Fund (PIDCW-A)?
How to invest in Edelweiss Large & Mid Fund (PIDCW-A)?
You can invest in Edelweiss Large & Mid Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Edelweiss Large & Mid Fund (PIDCW-A)?
The minimum sip amount for Edelweiss Large & Mid Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Edelweiss Large & Mid Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Edelweiss Large & Mid Fund (PIDCW-A) is a Neutral fund. You can investEdelweiss Large & Mid Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Edelweiss Large & Mid Fund (PIDCW-A)?
The expense ratio of the Edelweiss Large & Mid Fund (PIDCW-A) is 1.99% for regular plan.