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  • Edelweiss Mutual Funds
  • Edelweiss Nifty Large Mid Cap 250 Index Fund (Growth)

Formerly Edelweiss Large & Midcap Idx Reg Gr

Edelweiss Mutual Funds

Edelweiss Nifty Large Mid Cap 250 Index Fund (Growth)

EquityIndex Funds

10.6888

NAV (Dec 02)

6.9%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.6888

NAV (Dec 2)

Fund Returns

Last 1Y

6.9%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

6.9%

6 Month CAGR

13.7%

Scheme Information

Investment Objective

The investment objective of the scheme is to provide returns before expenses that closely correspond to the total returns of the Nifty LargeMidcap 250 Index subject to tracking errors. 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

1.03

Launched (1y ago)

Dec 01, 2021

AUM in Crores

45.944

ISIN

INF754K01NN8

Lock-in

No Lock-in

Benchmark

IISL Nifty LargeMidcap 250 TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Bhavesh Jain

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

reliance industries ltd

4.7%
4.7%

hdfc bank ltd

3.5%
3.5%

icici bank ltd

3.4%
3.4%

infosys ltd

3%
3%

housing development finance corp ltd

2.4%
2.4%
See all holdings

Allocation by Sector

financial services

26.1%
26.1%

consumer cyclical

13.9%
13.9%

basic materials

10.5%
10.5%

industrials

9.7%
9.7%

technology

9%
9%
See all sectors

Compare Edelweiss Nifty Large Mid Cap 250 Index Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 58,844 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 34 equity,103 debt and 18 hybrid funds.

amc-img

  • 022-40933400
  • emfhelp@edelweissfin.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    15.1%

    10.5%

    21.4%

    12.3%

    5.7%

    10.1%

    4.1%

    5.8%

    9.2%

    4.6%

    Edelweiss Nifty Large Mid Cap 250 Index Fund (G) Review

    Edelweiss Nifty Large Mid Cap 250 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 6.9% over a period of 1 years. The fund was previously known as Edelweiss Large & Midcap Idx Reg Gr. The fund is managed by Edelweiss Asset Management Limited. The fund manager’s name is Bhavesh Jain.

    Nav of Edelweiss Nifty Large Mid Cap 250 Index Fund (G) as of 12/2/2022 is ₹10.69 with the total AUM as of 12/5/2022 is ₹45.944. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Nifty Large Mid Cap 250 Index Fund (G) was launched on Dec 01, 2021. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Edelweiss Nifty Large Mid Cap 250 Index Fund (G) 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 Nifty Large Mid Cap 250 Index Fund (G) 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 LargeMidcap 250 TR INR.

    Edelweiss Nifty Large Mid Cap 250 Index Fund (G) is rated as a 0 fund in Equity and delivered 6.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Nifty Large Mid Cap 250 Index Fund (G).

    Frequently Asked Questions

    What is Edelweiss Nifty Large Mid Cap 250 Index Fund (G)?

    Edelweiss Nifty Large Mid Cap 250 Index Fund (G) is a Index Funds Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Edelweiss Nifty Large Mid Cap 250 Index Fund (G)?

    You can invest in Edelweiss Nifty Large Mid Cap 250 Index Fund (G) 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 Nifty Large Mid Cap 250 Index Fund (G)?

    The minimum sip amount for Edelweiss Nifty Large Mid Cap 250 Index Fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is Edelweiss Nifty Large Mid Cap 250 Index Fund (G) good to invest in?

    As per Scripbox experts, Edelweiss Nifty Large Mid Cap 250 Index Fund (G) is a Not Reviewed Yet fund. You can investEdelweiss Nifty Large Mid Cap 250 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Edelweiss Nifty Large Mid Cap 250 Index Fund (G)?

    The expense ratio of the Edelweiss Nifty Large Mid Cap 250 Index Fund (G) is 1.03% for regular plan.