Edelweiss Large and Mid Cap Fund - Regular Plan - IDCW Option

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Large and Mid Cap NAV 23.502 0 22 September, 2023

Fund Details

Category Large and Mid Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 14 June, 2007
Benchmark
Asset Size(Cr) 1937.3633000000002
Turn over 30%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 500
Exit Load 1% for redemption within 365 days
Expense Ratio 2.04
Fund Manager Trideep Bhattacharya, Abhishek Gupta
Fund House Edelweiss Mutual Fund

Investment Returns (As on 22 Sep, 2023)

Duration Returns Benchmark Category
1 W 2.31% 1.58% 2.01%
1 M 4.22% 4.02% 4.3%
3 M 1.67% 1.44% 2.46%
6 M -2.33% 0.35% -0.5%
1 Y 5.77% 7.25% 6.48%
2 Y 11.59% 12.49% 12.7%
3 Y 23.88% 23.79% 25.31%
5 Y 10.25% 12.46% 10.92%

Risk Mesasures (As on 22 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 13.79 0.78 -4.16 1.23
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Edelweiss Large and Mid Cap Fund - Regular Plan - IDCW Option 5.77% 23.88% 10.25%
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 3.01% 25.55% 14.05%
DSP Equity Opportunities Fund-Regular Plan - Growth 7.86% 23.86% 10.68%
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth -2.49% 20.75% 7.36%

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