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).
No single fund can achieve what a plan can. Learn why
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.
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.
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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?
Recommended
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.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative 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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Invest via netbanking, UPI or through an SIP (eNACH mandate).
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The Scripbox Promise
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About Edelweiss Large Cap Fund (DR-A)
About Edelweiss Large Cap Fund (DR-A)
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
Edelweiss Large Cap Fund (DR-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 (DR-A) NAV,AUM,Risk
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.
Edelweiss Large Cap Fund (DR-A) Holdings
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
Edelweiss Large Cap Fund (DR-A) SIP
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.
Edelweiss Large Cap Fund (DR-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 (DR-A) Review
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.
