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

Formerly Edelweiss Large Cap A DP

Edelweiss Mutual Funds

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

EquityLarge Cap

Top Ranked

23.19

NAV (Dec 06)

15.6%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

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

302 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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Historical NAV

23.19

NAV (Dec 6)

Fund Returns

Last 1Y

26.6%

Last 3Y

16.4%

Last 5Y

15.6%

Last 10Y

14.6%

Since Inception

14%

6 Month CAGR

8.5%

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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

Very High Risk

Expense Ratio

2.5

Launched (12y ago)

May 20, 2009

AUM in Crores

301.703

ISIN

INF754K01012

Lock-in

No Lock-in

Benchmark

IISL Nifty 100 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Bharat Lahoti

Fund Manager

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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
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    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)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

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About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 40,169 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 33 equity,93 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

    4.7%

    7%

    18.1%

    12.4%

    26%

    12.1%

    7.4%

    5.2%

    17.2%

    14.1%

    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)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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

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

    Edelweiss Large Cap Fund of Income Distribution cum capital Wdrl Opt (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 14% over a period of 12 years. The fund was previously known as Edelweiss Large Cap A DP . The fund is managed by Edelweiss Asset Management Limited. The fund managers are Bharat Lahoti, Bhavesh Jain

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

    The Edelweiss Large Cap Fund 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 2021-12-06 is ₹23.19. The total AUM (Asset Under Management) of the fund as of 07/12/2021 is ₹301.703. The category risk of the Edelweiss Large Cap Fund 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 of Income Distribution cum capital Wdrl Opt (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 96.3% in this asset class. The top three holdings of the fund are , infosys ltd , icici bank ltd , clearing corporation of india ltd. , hdfc bank ltd , cash offset for derivatives , reliance industries ltd ordinary shares (partly paid rs.5) , bharti airtel ltd , larsen & toubro ltd , axis bank ltd , itc ltd , ultratech cement ltd , avenue supermarts ltd , state bank of india , nifty 25/11/2021 , tata consultancy services ltd , kotak mahindra bank ltd , wipro ltd , hindustan unilever ltd , bajaj finance ltd , hcl technologies ltd , divi's laboratories ltd , future on hdfc bank ltd , hdfc ltd warrants , maruti suzuki india ltd , cipla ltd , larsen & toubro infotech ltd , tata steel ltd , aptus value housing finance india ltd , nifty bank 25/11/2021 , mphasis ltd , mindtree ltd , net receivables/(payables) , motherson sumi systems ltd , asian paints ltd , shree cement ltd , hindalco industries ltd , 91 dtb 16122021 , power grid corp of india ltd , sun pharmaceuticals industries ltd , tvs motor co ltd , cadila healthcare ltd , sbi life insurance company limited , persistent systems ltd , supreme industries ltd , bharat petroleum corp ltd , pi industries ltd , tech mahindra ltd , voltas ltd , godrej consumer products ltd , torrent pharmaceuticals ltd , ambuja cements ltd , sundaram finance ltd , icici lombard general insurance co ltd , tata elxsi ltd , icici securities ltd , crompton greaves consumer electricals ltd , marico ltd , laurus labs ltd , rec ltd , srf ltd , indian bank , gujarat gas ltd , jsw steel ltd , havells india ltd , jk cement ltd , zomato ltd , mrf ltd , jubilant foodworks ltd , hdfc life insurance company limited , indiamart intermesh ltd , sumitomo chemical india ltd ordinary shares , apollo hospitals enterprise ltd , future on dr. lal pathlabs ltd , coal india ltd , 364 dtb 10022022 , housing development finance corp ltd , vijaya diagnostic centre ltd , bharti airtel ltd (partly paid rs.1.25)

    Edelweiss Large Cap Fund of Income Distribution cum capital Wdrl Opt (PIDCW-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 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 100 TR INR

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

    Edelweiss Large Cap Fund 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 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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