Edelweiss Mutual Funds

Edelweiss Large & Mid Cap Fund Direct Plan Growth

₹ 100.9

NAV (Jul 29)

24.422%
5 Year CAGR
Scripbox Opinion
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Neutral
Click here for top ranked funds in large & mid cap mutual funds.

Large & Mid 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).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Satisfactory

The performance of the fund on a Downside Protection Measure metric has been Satisfactory

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

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Scheme Information

Investment Objective

The fund aims to generate income and long term capital growth from a diversified portfolio of Large Cap and Mid Cap equity and equity related securities.

Expense Ratio
0.46 %
Launched 12Y ago
2013-01-01
AUM in Crores
4139.5
ISIN
INF843K01AL0
Lock-in (days)
No Lock-in
Benchmark
NIFTY Large Midcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
14.8
Beta
1
Sharpe Ratio
0.7
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

HDFC Bank Ltd.

3.55%
3.55%

ICICI Bank Ltd.

3.16%
3.16%

Dixon Technologies (India) Ltd.

2.62%
2.62%

State Bank of India

2.22%
2.22%

Persistent Systems Ltd.

2.15%
2.15%
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Allocation by Sector

Financial

27.23%
27.23%

Technology

11.04%
11.04%

Capital Goods

9.84%
9.84%

Healthcare

8.46%
8.46%

Services

7.99%
7.99%
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Frequently Asked Questions

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