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).
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Historical NAV
₹ 52.655
NAV (Sep 23)
Fund Returns
Last 1Y
66.2%
Last 3Y
20.1%
Last 5Y
16.3%
Last 10Y
15.9%
Since Inception
12.3%
6 Month CAGR
22.7%
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 36,435 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 29 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.
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
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund 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.
Fund 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 Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
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 12.3% 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 fund as of 2021-09-23 is ₹52.66. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹959.274. The category risk of the Edelweiss Large & Mid Fund (G) fund is Very High Risk. The fund charges 2.27 % as expense ratio.
Edelweiss Large & Mid Fund (G) Holdings
The fund’s highest allocation is towards Equity and has invested 96.7% in this asset class. The top three holdings of the fund are , icici bank ltd , infosys ltd , clearing corporation of india ltd. , hdfc bank ltd , state bank of india , bharti airtel ltd , srf ltd , mphasis ltd , axis bank ltd , hcl technologies ltd , reliance industries ltd , emami ltd , crompton greaves consumer electricals ltd , larsen & toubro ltd , ultratech cement ltd , gujarat gas ltd , phoenix mills ltd , shriram transport finance co ltd , balkrishna industries ltd , jindal steel & power ltd , ashok leyland ltd , housing development finance corp ltd , dalmia bharat ltd , cummins india ltd , laurus labs ltd , equitas holding ltd , dr reddy's laboratories ltd , trent ltd , tata power co ltd , minda industries ltd , chambal fertilisers & chemicals ltd , apollo hospitals enterprise ltd , brigade enterprises ltd , navin fluorine international ltd , hindustan unilever ltd , dixon technologies (india) ltd , hindalco industries ltd , mahindra logistics ltd , sun pharmaceuticals industries ltd , cipla ltd , csb bank ltd ordinary shares , praj industries ltd , century plyboards (india) ltd , net receivables/(payables) , jk cement ltd , kansai nerolac paints ltd , indusind bank ltd , aurobindo pharma ltd , cholamandalam investment and finance co ltd , honeywell automation india ltd , atul ltd , gmm pfaudler ltd , sbi life insurance company limited , creditaccess grameen ltd ordinary shares , action construction equipment ltd , jubilant foodworks ltd , aia engineering ltd , godrej properties ltd , divi's laboratories ltd , gateway distriparks ltd , amber enterprises india ltd ordinary shares , torrent power ltd , ashoka buildcon ltd , icici lombard general insurance co ltd , multi commodity exchange of india ltd , bharat petroleum corp 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.
