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  • Edelweiss Large & Mid Fund (Growth)

Formerly Edelweiss Equity Opp Gr

Edelweiss Mutual Funds

Edelweiss Large & Mid Fund (Growth)

EquityLarge & Mid Cap

55.017

NAV (Nov 25)

12.9%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large & mid cap mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Scripbox Recommended Large & Mid Cap Funds

Want the large and mid cap funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

55.017

NAV (Nov 25)

Fund Returns

Last 1Y

3.4%

Last 3Y

19%

Last 5Y

12.9%

Last 10Y

15%

Since Inception

11.7%

6 Month CAGR

17.3%

Scheme Information

Investment 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.

Expense Ratio

2.2

Launched (15y ago)

Jun 14, 2007

AUM in Crores

1635.821

ISIN

INF843K01047

Lock-in

No Lock-in

Benchmark

IISL Nifty LargeMidcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

21.4

Standard Deviation (5yr)

18.7

Beta (3yr)

0.89

Beta (5yr)

0.89

Sharpe Ratio (3yr)

0.736

Sharpe Ratio (5yr)

0.496

YTM

0

Fund Managers

Trideep Bhattacharya

Fund Manager

Abhishek Gupta

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-11-25

Top Stock Holdings

icici bank ltd

7.5%
7.5%

clearing corporation of india ltd.

4.3%
4.3%

reliance industries ltd

3.7%
3.7%

axis bank ltd

3.7%
3.7%

state bank of india

3.3%
3.3%
See all holdings

Allocation by Sector

financial services

28.8%
28.8%

consumer cyclical

15.3%
15.3%

industrials

12.5%
12.5%

basic materials

11.9%
11.9%

technology

7.1%
7.1%
See all sectors

Compare Edelweiss Large & Mid Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 58,844 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 34 equity,103 debt and 18 hybrid funds.

amc-img

  • 022-40933400
  • emfhelp@edelweissfin.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    14.7%

    10.4%

    20.1%

    11.9%

    4%

    9.7%

    4.1%

    5.8%

    8.5%

    4.5%

    Edelweiss Large & Mid Fund (G) Review

    Edelweiss Large & Mid Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 11.7% over a period of 15 years. The fund was previously known as Edelweiss Equity Opp Gr. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Abhishek Gupta, Trideep Bhattacharya.

    Nav of Edelweiss Large & Mid Fund (G) as of 11/25/2022 is ₹55.02 with the total AUM as of 11/26/2022 is ₹1635.821. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Large & Mid Fund (G) 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 (G) 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 (G) 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 (G) is rated as a 3 fund in Equity and delivered 3.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Large & Mid Fund (G).

    Frequently Asked Questions

    What is Edelweiss Large & Mid Fund (G)?

    Edelweiss Large & Mid Fund (G) is a Large & Mid Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Edelweiss Large & Mid Fund (G)?

    You can invest in Edelweiss Large & Mid Fund (G) 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 (G)?

    The minimum sip amount for Edelweiss Large & Mid Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Edelweiss Large & Mid Fund (G) good to invest in?

    As per Scripbox experts, Edelweiss Large & Mid Fund (G) is a Neutral fund. You can investEdelweiss Large & Mid Fund (G) 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 (G)?

    The expense ratio of the Edelweiss Large & Mid Fund (G) is 2.2% for regular plan.