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  • Edelweiss Large Cap Fund C of Income Distribution cum capital Wdrl Opt (PIDCW-A)

Formerly Edelweiss Large Cap Advntg C DP

Edelweiss Mutual Funds

Edelweiss Large Cap Fund C of Income Distribution cum capital Wdrl Opt (PIDCW-A)

EquityLarge Cap

Top Ranked

45.79

NAV (Oct 26)

15.6%
5 Year CAGR
Scripbox Opinion

Top Ranked

Edelweiss Large Cap Fund C of Income Distribution cum capital Wdrl Opt (PIDCW-A) is a good choice within large cap mutual funds.

Scripbox recommends other funds for investment in large cap.

Click here to see our recommendations.

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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

297 Cr. Small 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

45.79

NAV (Oct 26)

Fund Returns

Last 1Y
50.5%
Last 3Y
21.8%
Last 5Y
15.6%
Last 10Y
15.4%
Since Inception
15%
6 Month CAGR
24.6%
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Scheme Information

Investment Objective

The investment objective is to seek to generate long-term capital appreciation from a portfolio predominantly consisting equity and equity-related securities of the 100 largest corporate 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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.5
Launched (12y ago)
May 20, 2009
AUM in Crores
296.366
ISIN
INF754K01095
Lock-in
No Lock-in
Benchmark
IISL Nifty 50 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Fund Managers
user-avatar

Bharat Lahoti

Fund Manager

user-avatar

Bhavesh Jain

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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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
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    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 39,425 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.

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

    4.9%

    7%

    top-ranked-badge

    28.9%

    12.6%

    top-ranked-badge

    22.3%

    13.6%

    top-ranked-badge

    21.8%

    14.9%

    top-ranked-badge

    8.3%

    5.3%

    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)

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    Equity

    Diversified

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    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

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    TRUST

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    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

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    About Edelweiss Large Cap Fund C of Income Distribution cum capital Wdrl Opt (PIDCW-A)

    About Edelweiss Large Cap Fund C of Income Distribution cum capital Wdrl Opt (PIDCW-A)

    Edelweiss Large Cap Fund C of Income Distribution cum capital Wdrl Opt (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 15% over a period of 12 years. The fund was previously known as Edelweiss Large Cap Advntg C DP . The fund is managed by Edelweiss Asset Management Limited. The fund managers are Bharat Lahoti, Bhavesh Jain

    Edelweiss Large Cap Fund C of Income Distribution cum capital Wdrl Opt (PIDCW-A) Investment Objective

    The investment objective is to seek to generate long-term capital appreciation from a portfolio predominantly consisting equity and equity-related securities of the 100 largest corporate 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. . However, there is no assurance that the objective of the scheme will be realized.

    Edelweiss Large Cap Fund C of Income Distribution cum capital Wdrl Opt (PIDCW-A) NAV,AUM,Risk

    The Edelweiss Large Cap Fund C of Income Distribution cum capital Wdrl Opt (PIDCW-A) fund was launched on May 20, 2009. The NAV (Net Asset Value) of this Large Cap Equity fund as of 2021-10-26 is ₹45.79. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹296.366. The category risk of the Edelweiss Large Cap Fund C of Income Distribution cum capital Wdrl Opt (PIDCW-A) fund is Very High Risk. The fund charges 2.5 % as expense ratio.

    Edelweiss Large Cap Fund C of Income Distribution cum capital Wdrl Opt (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 96.2% in this asset class. The top three holdings of the fund are , infosys ltd , hdfc bank ltd , icici bank ltd , clearing corporation of india ltd. , reliance industries ltd. , bharti airtel ltd , larsen & toubro ltd , cash offset for derivatives , axis bank ltd , tata consultancy services ltd , nifty 28/10/2021 , hindustan unilever ltd , ultratech cement ltd , wipro ltd , bajaj finance ltd , avenue supermarts ltd , kotak mahindra bank ltd , hcl technologies ltd , state bank of india , itc ltd , divi's laboratories ltd , hdfc ltd warrants , tata steel ltd , cipla ltd , maruti suzuki india ltd , mphasis ltd , mindtree ltd , aptus value housing finance india ltd , motherson sumi systems ltd , larsen & toubro infotech ltd , asian paints ltd , shree cement ltd , hindalco industries ltd , power grid corp of india ltd , 91 dtb 16122021 , cadila healthcare ltd , sun pharmaceuticals industries ltd , voltas ltd , supreme industries ltd , sbi life insurance company limited , bharat petroleum corp ltd , pi industries ltd , torrent pharmaceuticals ltd , icici lombard general insurance co ltd , laurus labs ltd , coal india ltd , persistent systems ltd , tech mahindra ltd , sundaram finance ltd , ambuja cements ltd , icici securities ltd , crompton greaves consumer electricals ltd , tvs motor co ltd , gujarat gas ltd , rec ltd , tata elxsi ltd , srf ltd , jubilant foodworks ltd , indiamart intermesh ltd , zomato ltd , havells india ltd , mrf ltd , jsw steel ltd , marico ltd , hdfc life insurance company limited , indian bank , jk cement ltd , sumitomo chemical india ltd ordinary shares , godrej consumer products ltd , net receivables/(payables) , future on dr. lal pathlabs ltd , 364 dtb 10022022 , apollo hospitals enterprise ltd , housing development finance corp ltd , vijaya diagnostic centre ltd , bharti airtel ltd rights off 535 inr

    Edelweiss Large Cap Fund C of Income Distribution cum capital Wdrl Opt (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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 Cap Fund C of Income Distribution cum capital Wdrl Opt (PIDCW-A) 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 50 TR INR

    Edelweiss Large Cap Fund C of Income Distribution cum capital Wdrl Opt (PIDCW-A) Review

    Edelweiss Large Cap Fund C of Income Distribution cum capital Wdrl Opt (PIDCW-A) 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 Cap Fund C of Income Distribution cum capital Wdrl Opt (PIDCW-A) has a score of 2 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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