- Mutual Funds
- Edelweiss Mutual Funds
- Edelweiss Large & Mid Fund (Growth)
Formerly Edelweiss Equity Opp Gr
Edelweiss Large & Mid Fund (Growth)
₹ 55.017
NAV (Nov 25)
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).
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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 |
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.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
7.5%clearing corporation of india ltd.
4.3%reliance industries ltd
3.7%axis bank ltd
3.7%state bank of india
3.3%Allocation by Sector
financial services
28.8%consumer cyclical
15.3%industrials
12.5%basic materials
11.9%technology
7.1%Compare Edelweiss Large & Mid Fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 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.
| Fund Name | Scripbox 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)?
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.