- Mutual Funds
- Edelweiss Mutual Funds
- Edelweiss Large Cap Fund C (RIDCW-A)
Formerly Edelweiss Large Cap Advntg C DR
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 60.96
NAV (Apr 22)
Fund Returns
Last 1Y | 34.3% |
Last 3Y | 16.9% |
Last 5Y | 16.1% |
Last 10Y | 15.2% |
Since Inception | 14.4% |
6 Month CAGR | 15% |
Scheme Information
The investment objective is to seek to generate long-term capital appreciation from a portfolio predominantly consisting equity and equityrelated 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.
Expense Ratio | 2.28 |
Launched (15y ago) | May 20, 2009 |
AUM in Crores | 828.716 |
ISIN | INF754K01103 |
Lock-in | No Lock-in |
Benchmark | Nifty 100 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.1 |
Standard Deviation (5yr) | 17.6 |
Beta (3yr) | 0.89 |
Beta (5yr) | 0.94 |
Sharpe Ratio (3yr) | 0.974 |
Sharpe Ratio (5yr) | 0.651 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Edelweiss Large Cap Fund C (RIDCW-A) | 10,95,831 | 3,63,219 | 16.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
icici bank ltd
7.2%reliance industries ltd
5.8%hdfc bank ltd
5.4%larsen & toubro ltd
5%itc ltd
3.8%Allocation by Sector
financial services
28.1%consumer cyclical
12.8%industrials
9.4%consumer defensive
8.7%energy
8.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Edelweiss Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.6% | 5.2% | ||
- | 5.5% | ||
5.8% | 7.2% | ||
5.8% | 7.2% | ||
5.6% | 5.2% |
Edelweiss Large Cap Fund C (RIDCW-A) Review
Edelweiss Large Cap Fund C (RIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 14.4% over a period of 14 years. The fund was previously known as Edelweiss Large Cap Advntg C DR. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Bharat Lahoti, Bhavesh Jain.
Nav of Edelweiss Large Cap Fund C (RIDCW-A) as of 4/22/2024 is ₹60.96 with the total AUM as of 4/23/2024 is ₹828.716. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Large Cap Fund C (RIDCW-A) 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 C (RIDCW-A) 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 C (RIDCW-A) 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 100 TR INR.
Edelweiss Large Cap Fund C (RIDCW-A) is rated as a 3 fund in Equity and delivered 34.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Large Cap Fund C (RIDCW-A).
Frequently Asked Questions
What is Edelweiss Large Cap Fund C (RIDCW-A)?
How to invest in Edelweiss Large Cap Fund C (RIDCW-A)?
You can invest in Edelweiss Large Cap Fund C (RIDCW-A) 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 C (RIDCW-A)?
The minimum sip amount for Edelweiss Large Cap Fund C (RIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Edelweiss Large Cap Fund C (RIDCW-A) good to invest in?
As per Scripbox experts, Edelweiss Large Cap Fund C (RIDCW-A) is a Neutral fund. You can investEdelweiss Large Cap Fund C (RIDCW-A) 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 C (RIDCW-A)?
The expense ratio of the Edelweiss Large Cap Fund C (RIDCW-A) is 2.28% for regular plan.