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  • Edelweiss Mutual Funds
  • Edelweiss Large Cap Fund B (Growth)

Formerly Edelweiss Large Cap Advntg B Gr

Edelweiss Mutual Funds

Edelweiss Large Cap Fund B (Growth)

EquityLarge Cap

55.36

NAV (Jan 27)

9.8%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large cap mutual funds.

Large 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

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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

55.36

NAV (Jan 27)

Fund Returns

Last 1Y

3.3%

Last 3Y

12.8%

Last 5Y

9.8%

Last 10Y

13%

Since Inception

13.3%

6 Month CAGR

6.2%

Scheme Information

Investment Objective

The objective of the scheme is to seek to generate long-term capital appreciation from a portfolio predominantly consisting of equity and equity related securities of the 100 largest corporates by market capitalisation listed in India. However,there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Expense Ratio

2.45

Launched (14y ago)

May 20, 2009

AUM in Crores

382.042

ISIN

INF754K01087

Lock-in

No Lock-in

Benchmark

IISL Nifty 100 TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

21.5

Standard Deviation (5yr)

18.7

Beta (3yr)

0.96

Beta (5yr)

0.97

Sharpe Ratio (3yr)

0.543

Sharpe Ratio (5yr)

0.397

YTM

0

Fund Managers

Bhavesh Jain

Fund Manager

Bharat Lahoti

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Edelweiss Large Cap Fund B (Growth)70%930,779 198,1679.8%
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.

Asset allocation and Holdings

Last updated on 2023-01-27

Top Stock Holdings

hdfc bank ltd

8.1%
8.1%

icici bank ltd

8%
8%

reliance industries ltd

7.1%
7.1%

infosys ltd

5.8%
5.8%

larsen & toubro ltd

5.1%
5.1%
See all holdings

Allocation by Sector

financial services

34.2%
34.2%

technology

12.3%
12.3%

basic materials

8.7%
8.7%

consumer cyclical

8.1%
8.1%

industrials

7.7%
7.7%
See all sectors

Compare Edelweiss Large Cap Fund B (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 49,203 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 34 equity,119 debt and 18 hybrid funds.

amc-img

  • 022-40933400
  • emfhelp@edelweissfin.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    -

    3.9%

    7%

    7%

    -

    3%

    7%

    7%

    -

    3.9%

    Edelweiss Large Cap Fund B (G) Review

    Edelweiss Large Cap Fund B (G) is a Large Cap Equity fund and has delivered an annualised return of 13.3% over a period of 13 years. The fund was previously known as Edelweiss Large Cap Advntg B Gr. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Bharat Lahoti, Bhavesh Jain.

    Nav of Edelweiss Large Cap Fund B (G) as of 1/27/2023 is ₹55.36 with the total AUM as of 1/30/2023 is ₹382.042. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Large Cap Fund B (G) was launched on May 20, 2009. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Edelweiss Large Cap Fund B (G) is ₹0 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 Cap Fund B (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 100 TR INR.

    Edelweiss Large Cap Fund B (G) is rated as a 1 fund in Equity and delivered 3.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Large Cap Fund B (G).

    Frequently Asked Questions

    What is Edelweiss Large Cap Fund B (G)?

    Edelweiss Large Cap Fund B (G) is a Large 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 Cap Fund B (G)?

    You can invest in Edelweiss Large Cap Fund B (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 Cap Fund B (G)?

    The minimum sip amount for Edelweiss Large Cap Fund B (G) is ₹0. You can invest in multiples of ₹5000.

    Is Edelweiss Large Cap Fund B (G) good to invest in?

    As per Scripbox experts, Edelweiss Large Cap Fund B (G) is a Not Recommended fund. You can investEdelweiss Large Cap Fund B (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 Cap Fund B (G)?

    The expense ratio of the Edelweiss Large Cap Fund B (G) is 2.45% for regular plan.