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    • Edelweiss Large & Mid Fund (Growth)

    Formerly Edelweiss Equity Opp Gr

    Edelweiss Mutual Funds

    Edelweiss Large & Mid Fund (Growth)

    EquityDiversified

    Top Ranked

    52.655

    NAV (Sep 23)

    16.3%
    5 Year CAGR
    Scripbox Opinion

    Top Ranked

    Edelweiss Large & Mid Fund (Growth) is a good choice within diversified mutual funds.

    Scripbox recommends other funds for investment in diversified.

    Click here to see our recommendations.

    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).

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    14 Years. The Fund has Sufficient history for analysis and the track record is good.

    Relative Size

    960 Cr. Medium within the category

    Category View

    Superior. The category has a superior investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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      Grow Wealth , Retirement , Kid's Education

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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%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.27
    Launched (14y ago)
    Jun 14, 2007
    AUM in Crores
    959.274
    ISIN
    INF843K01047
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty LargeMidcap 250 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Harshad Patwardhan

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Edelweiss Asset Management Limited

    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.

    amc-img

  • tel-amc-about
    022-40933400
  • mail-amc-about
    emfhelp@edelweissfin.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5%

    7%

    top-ranked-badge

    22.9%

    12.4%

    top-ranked-badge

    17.7%

    13.4%

    top-ranked-badge

    8.6%

    5.3%

    top-ranked-badge

    17%

    14.9%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual 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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    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.

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