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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.
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.
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About Edelweiss Large & Mid Fund (G)
About Edelweiss Large & Mid Fund (G)
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.
Edelweiss Large & Mid Fund (G) 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. However, there is no assurance that the objective of the scheme will be realized.
Edelweiss Large & Mid Fund (G) NAV,AUM,Risk
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.
Edelweiss Large & Mid Fund (G) Holdings
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
Edelweiss Large & Mid Fund (G) SIP
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.
Edelweiss Large & Mid Fund (G) Investment volatility and Horizon
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) Review
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.
