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  • Edelweiss Large & Mid Fund (Growth)

Formerly Edelweiss Equity Opp Gr

Edelweiss Mutual Funds

Edelweiss Large & Mid Fund (Growth)

EquityLarge & Mid Cap

76.707

NAV (May 29)

19.2%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large & mid cap mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

Scripbox Recommended Large & Mid Cap Funds
Want the large and mid cap funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

76.707

NAV (May 29)

Fund Returns

Last 1Y
38.1%
Last 3Y
19.3%
Last 5Y
19.2%
Last 10Y
15.6%
Since Inception
12.8%
6 Month CAGR
19.3%

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.

Expense Ratio
1.91
Launched (17y ago)
Jun 14, 2007
AUM in Crores
2973.900
ISIN
INF843K01047
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.7
Standard Deviation (5yr)
18
Beta (3yr)
0.92
Beta (5yr)
0.89
Sharpe Ratio (3yr)
1.129
Sharpe Ratio (5yr)
0.798
YTM
0
Fund Managers

Trideep Bhattacharya

Fund Manager

Sumanta Khan

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Edelweiss Large & Mid Fund (Growth)70%11,90,618 4,58,00619.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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.

Asset allocation and Holdings

Last updated on 2024-05-29

Top Stock Holdings

icici bank ltd

3.6%
3.6%

clearing corporation of india ltd.

3.2%
3.2%

hdfc bank ltd

3%
3%

larsen & toubro ltd

2.8%
2.8%

state bank of india

2.5%
2.5%
See all holdings

Allocation by Sector

financial services

26.2%
26.2%

industrials

15.6%
15.6%

consumer cyclical

15%
15%

technology

11.1%
11.1%

basic materials

10.3%
10.3%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,859 cr

₹ 18,691 cr

₹ 22,471 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 95,243 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 57 equity,129 debt and 18 hybrid funds.amc-img
phone-img022-40933400
Fund NameScripbox Opinion
Till Date CAGR

5.6%

5.3%

5.8%

7.3%

-

5.7%

5.8%

7.3%

5.6%

5.3%

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 12.8% over a period of 16 years. The fund was previously known as Edelweiss Equity Opp Gr. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Sumanta Khan, Trideep Bhattacharya.

Nav of Edelweiss Large & Mid Fund (G) as of 5/29/2024 is ₹76.71 with the total AUM as of 5/30/2024 is ₹2973.9. 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 Nifty LargeMidcap 250 TR INR.

Edelweiss Large & Mid Fund (G) is rated as a 2 fund in Equity and delivered 38.1% 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)?

Edelweiss Large & Mid Fund (G) is a Large & Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 1.91% for regular plan.