- Mutual Funds
- Edelweiss Mutual Fund
- Edelweiss Large & Mid Cap Fund (G)
Edelweiss Large & Mid Cap Fund (G)
₹ 89.358
NAV (Oct 15)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 89.358
NAV (Oct 15)
Fund Returns
Last 1Y | 42.3% |
Last 3Y | 17.7% |
Last 5Y | 23.4% |
Last 10Y | 16.3% |
Since Inception | 13.4% |
6 Month CAGR | 19.3% |
Scheme Information
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 | 1.88 |
Launched (0y ago) | 1.88 |
AUM in Crores | 3780.9 |
ISIN | INF843K01047 |
Lock-in | - |
Benchmark | NIFTY Large Midcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.1 |
Beta | 0.9 |
Sharpe Ratio | 1.1 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Edelweiss Large & Mid Cap Fund (G) | 13,35,239 | 6,02,627 | 23.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
3.6%ICICI Bank Ltd.
3.2%Dixon Technologies (India) Ltd.
2.6%State Bank of India
2.2%Persistent Systems Ltd.
2.2%Allocation by Sector
Financial
23.6%Capital Goods
10.9%Technology
10.3%Automobile
9.2%Healthcare
7.9%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Edelweiss Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 6.6% | ||
6.4% | 5.9% | ||
6.5% | 7.6% | ||
8.7% | 16.6% | ||
11.5% | 11.3% |
Edelweiss Large & Mid Cap Fund (G) Review
Edelweiss Large & Mid Cap Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 13.44% over a period of 17 years. The fund is managed by Edelweiss Mutual Fund. The fund managers are Raj Koradia, Sumanta Khan, Trideep Bhattacharya.
Nav of Edelweiss Large & Mid Cap Fund (G) as of 10/15/2024 is ₹89.36 with the total AUM as of 10/16/2024 is ₹3780.9065. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Large & Mid Cap Fund (G) was launched on 2007-06-14. The category risk of the fund is Below Average.
The minimum SIP amount for Edelweiss Large & Mid Cap Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Edelweiss Large & Mid Cap 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 NIFTY Large Midcap 250 Total Return Index.
It is rated as a 2 fund in Equity and delivered 42.288% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Large & Mid Cap Fund (G).
Frequently Asked Questions
What is Edelweiss Large & Mid Cap Fund (G)?
How to invest in Edelweiss Large & Mid Cap Fund (G)?
You can invest in Edelweiss Large & Mid Cap 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 Large & Mid Cap Fund (G)?
The minimum sip amount for Edelweiss Large & Mid Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Edelweiss Large & Mid Cap Fund (G) good to invest in?
As per Scripbox experts, it is a 2 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Edelweiss Large & Mid Cap Fund (G)?
The expense ratio of the Edelweiss Large & Mid Cap Fund (G) is 1.88% for regular plan.
What is the NAV of Edelweiss Large & Mid Cap Fund (G)?
Today's Edelweiss Large & Mid Cap Fund (G) NAV is ₹89.36.