Formerly Edelweiss Equity Opp Gr
₹ 42.575
NAV (Feb 26)
Top Ranked
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Diversified 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).
Track Record
14 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
604 Cr. Medium within the category
Category View
Positive. The category has a positive investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
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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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.43 %
Expense Ratio
Jun 14, 2007
Launched (14y ago)
₹ 604
AUM in Crores
INF843K01047
ISIN
No Lock-in
Lock-in
IISL Nifty LargeMidcap 250 TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
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About the AMC
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited manages assets worth 20,194 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 28 equity,92 debt and 24 hybrid funds.
Diversified
Top Ranked
₹ 609 Cr
Fund Size
10.7%
3Y returns
Large Cap
Top Ranked
₹ 218 Cr
Fund Size
12.8%
3Y returns
International - Others
Top Ranked
₹ 1,033 Cr
Fund Size
25.8%
3Y returns
Diversified
Top Ranked
₹ 603 Cr
Fund Size
13%
3Y returns
Large Cap
Top Ranked
₹ 218 Cr
Fund Size
12.8%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Edelweiss Large & Mid Fund (G) is a diversified equity fund and has delivered an annualised return of 11.3% over a period of 14 years .The fund was previously known as Edelweiss Equity Opp Gr.The fund is managed by Edelweiss Asset Management Limited.The fund manager’s name is Harshad Patwardhan.
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. However, there is no assurance that the objective of the scheme will be realized.
The Edelweiss Large & Mid Fund (G) fund was launched on Jun 14, 2007. The NAV (Net Asset Value) of this diversified equity as of 2021-02-26 is ₹ 42.575. The total AUM (Asset Under Management) of the fund as of 2021-02-26 is ₹ 603.760. The category risk of the Edelweiss Large & Mid Fund (G) fund is Very High Risk. The fund charges 2.43 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 95.9% in this asset class. The top three holdings of the fund are hdfc bank ltd,infosys ltd and icici bank ltd
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Edelweiss Large & Mid Fund (G) has a score of 3 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.