Formerly Edelweiss Large Cap A DR
Top Ranked
Scripbox recommends other funds for investment in large cap.
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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.
Track Record
12 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
219 Cr. Small within the category
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Consistently Good. The fund has performed well consistently over a period of time
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Scheme Information
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
Very High Risk
2.49 %
Expense Ratio
May 20, 2009
Launched (12y ago)
₹ 219
AUM in Crores
INF754K01020
ISIN
No Lock-in
Lock-in
IISL Nifty 50 TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
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About the AMC
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited manages assets worth 20,194 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 28 equity,92 debt and 24 hybrid funds.
Diversified
Top Ranked
₹ 609 Cr
Fund Size
10%
3Y returns
Large Cap
Top Ranked
₹ 218 Cr
Fund Size
12%
3Y returns
Diversified
Top Ranked
₹ 603 Cr
Fund Size
12.5%
3Y returns
International - Others
Top Ranked
₹ 1,033 Cr
Fund Size
25.4%
3Y returns
Large Cap
Top Ranked
₹ 218 Cr
Fund Size
12%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Edelweiss Large Cap Fund (DR-A) is a large cap equity fund and has delivered an annualised return of 13.6% over a period of 12 years .The fund was previously known as Edelweiss Large Cap A DR.The fund is managed by Edelweiss Asset Management Limited.The fund managers are Bharat Lahoti, Hardik Varma
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.
The Edelweiss Large Cap Fund (DR-A) fund was launched on May 20, 2009. The NAV (Net Asset Value) of this large cap equity as of 2021-03-02 is ₹ 22.21. The total AUM (Asset Under Management) of the fund as of 2021-03-02 is ₹ 218.709. The category risk of the Edelweiss Large Cap Fund (DR-A) fund is Very High Risk. The fund charges 2.49 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 94.7% in this asset class. The top three holdings of the fund are 364 dtb 26082021,364 dtb 16092021 and 364 dtb 23092021
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.
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 (DR-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 (DR-A) has a score of 2 out of 5. Scipbox has rated this fund 5 out of 5 based on consistency of performance over various years / tenures.