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Edelweiss Large & Mid Fund - Growth

Formerly Edelweiss Equity Opp Gr
Returns (5yrs)
2.91 %
Latest NAV
26.09

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Fund Information

as on 25th of May, 06:46 PM

Edelweiss Asset Management Limited

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

  • profile-pic
    Harshad Patwardhan
  • expense-ratio
    Expense Ratio
    2.5
    benchmark
    Benchmark
    IISL Nifty LargeMidcap 250 TR INR
  • Aum image
    AUM
    ₹ 443.41 Crores
    ISIN
    ISIN
    INF843K01047
  • Category Risk:

    Moderately High risk

Holding Information

as on 25th of May, 06:46 PM

Top Holding

Hdfc Bank Ltd
6%
Reliance Industries Ltd
5%
Icici Bank Ltd
4%
Infosys Ltd
4%
Hindustan Unilever Ltd
4%

Top Sectors

Financial Services
28%
Healthcare
12%
Industrials
11%
Technology
10%
Basic Materials
8%

Allocation

Equity
96%
Others
4%
Debt
0%

Investment Return Calculator

as on 25th of May, 06:46 PM
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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. Past performance is not an indicator of future returns.

Transaction

as on 25th of May, 06:46 PM
Minimum SIP Amount
₹ 1000
Minimum Lumpsum Amount
₹ 5000
Lumpsum Multiple
₹ 100
SIP Multiple
₹ 100

About the Fund

Edelweiss Large & Mid Fund - Growth is a Diversified EQUITY fund and has delivered an annualised return of 2.91% over a period of 5 years. The fund is managed by Edelweiss Asset Management Limited. The fund managers names are 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. The fund charges 2.50000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.

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Long Term Wealth

  • 5+ years
    Recommended
  • 12-14%
    Returns
  • No lock-in
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