tortoise-icon tortoise-icon

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

  • Equity
  • Large and Mid Cap
  • Very High
  • Current NAV

    ₹73.41 0.305%

    16-04-2024
  • Annual Returns

    40.16%

  • Min. SIP ₹100

    Min. Investment ₹100

Invest Now Compare

Invest Now
  • Equity 97.08%
  • Debt 3%
  • Others -0.08%

Market Cap

Allocation
Large Cap 47.27
Mid Cap 37.3
Small Cap 12.51

Sector Allocation

Financial

Capital Goods

Technology

Materials

Automobile

Healthcare

Construction

Services

Metals & Mining

Energy

Consumer Discretionary

Consumer Staples

Chemicals

Communication

Insurance

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
27-Mar-2024
Holdings PE Ratio
27-Mar-2024
1Y Return
ICICI Bank Ltd. Large Cap Financial (24.57) 3.46% 17.67 18.72%
HDFC Bank Ltd. Large Cap Financial (24.57) 2.9% 19.42 -10.86%
Larsen & Toubro Ltd. Large Cap Construction (46.56) 2.84% 39.4 57.01%
Persistent Systems Ltd. Mid Cap Technology (35.12) 2.44% 60.39 85.06%
State Bank of India Large Cap Financial (15.74) 2.41% 10.34 41.03%
Birlasoft Ltd. Small Cap Technology (36.96) 2.22% 83.08 166.81%
Reliance Industries Ltd. Large Cap Energy (39.77) 2.2% 28.38 24.57%
The Federal Bank Ltd. Mid Cap Financial (24.57) 1.95% 9.61 18.93%
Suzlon Energy Ltd. Mid Cap Capital Goods (57.9) 1.93% 81.08 401.11%
Coal India Ltd. Large Cap Materials (10.71) 1.86% 9.48 100.4%
Dixon Technologies (India) Ltd. Mid Cap Capital Goods (124.46) 1.83% 127.79 153%
Trent Ltd. Large Cap Services (132.98) 1.8% 170.69 195.17%
ITC Ltd. Large Cap Consumer Staples (28.17) 1.77% 25.93 7.71%
Bharat Electronics Ltd. Large Cap Capital Goods (52.02) 1.67% 47.83 131.32%
Indian Bank Mid Cap Financial (15.74) 1.63% 9.17 81.51%
Max Healthcare Institute Ltd. Mid Cap Healthcare (91.57) 1.6% 75.57 74.41%
Zomato Ltd. Large Cap Services (36.51) 1.57% -10.49 85.47%
Coforge Ltd. Mid Cap Technology (32.73) 1.53% 45.64 29.31%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (54.52) 1.52% 41.38 53.01%
Bank Of Baroda Large Cap Financial (15.74) 1.49% 6.99 49.82%
Can Fin Homes Ltd. Small Cap Financial (9.72) 1.47% 0 35.48%
Tata Motors Ltd. Large Cap Automobile (95.46) 1.47% 40.82 136.49%
Jindal Steel & Power Ltd. Large Cap Metals & Mining (32.66) 1.45% 16.85 61.18%
Cummins India Ltd. Mid Cap Capital Goods (64.02) 1.4% 56.41 100.99%
Jubilant FoodWorks Ltd. Mid Cap Services (67.65) 1.4% 133.01 2.04%
APL Apollo Tubes Ltd. Mid Cap Metals & Mining (39.41) 1.34% 56.1 29.63%
Sona BLW Precision Forgings Ltd. Mid Cap Automobile (49.27) 1.34% 81.28 52.37%
Cholamandalam Investment and Finance Company Ltd. Large Cap Financial (26.13) 1.29% 28.3 41.05%
UNO Minda Ltd. Mid Cap Automobile (95.28) 1.27% 73.31 30.06%
Bharti Airtel Ltd. Large Cap Communication (72.03) 1.27% 83.22 58.18%
Tech Mahindra Ltd. Large Cap Technology (33.42) 1.23% 41.5 10.05%
Dalmia Bharat Ltd. Mid Cap Materials (56.46) 1.23% 33.72 -1.12%
Kajaria Ceramics Ltd. Small Cap Materials (52.92) 1.22% 46.03 10.97%
Ultratech Cement Ltd. Large Cap Materials (55.96) 1.21% 44.61 34.3%
The Phoenix Mills Ltd. Mid Cap Construction (118.27) 1.2% 53.75 137.42%
Brigade Enterprises Ltd. Small Cap Construction (118.27) 1.2% 72.33 104.23%
ABB India Ltd. Large Cap Capital Goods (109.34) 1.19% 0 106.34%
Power Finance Corporation Ltd. Large Cap Financial (16.2) 1.16% 6.97 207.3%
Shriram Finance Ltd Large Cap Financial (19.68) 1.16% 13.62 85.61%
NTPC Ltd. Large Cap Energy (26.94) 1.12% 17.87 107.75%
Kei Industries Ltd. Mid Cap Capital Goods (59.82) 1.11% 63.23 120.89%
Mahindra & Mahindra Ltd. Large Cap Automobile (44.26) 1.11% 22.63 68.46%
Syngene International Ltd. Mid Cap Healthcare (56.55) 1.08% 56.93 15.12%
Bajaj Finance Ltd. Large Cap Financial (32.41) 1.07% 31.41 18.53%
Mphasis Ltd. Mid Cap Technology (19.56) 1.07% 0 0%
TVS Motor Company Ltd. Large Cap Automobile (43.82) 1.07% 57.48 70.14%
Mahindra & Mahindra Financial Services Ltd. Mid Cap Financial (32.41) 1.06% 18.31 10.96%
SBI Life Insurance Company Ltd. Large Cap Insurance (25.21) 1.04% 0 29.49%
Century Plyboards (India) Ltd. Small Cap Materials (28.62) 1.04% 38.97 25.91%
Samvardhana Motherson International Ltd. Mid Cap Automobile (101.61) 1.03% 42.47 83.54%
PI Industries Ltd. Mid Cap Chemicals (35.64) 1.03% 35.74 23.8%
Infosys Ltd. Large Cap Technology (32.73) 1.02% 24.08 1.88%
Hindalco Industries Ltd. Large Cap Metals & Mining (30.32) 1.02% 38.75 29.66%
Indusind Bank Ltd. Large Cap Financial (24.57) 1.02% 13.38 34.44%
Navin Fluorine International Ltd. Small Cap Chemicals (26.29) 1% 0 6.43%
LTIMindtree Ltd. Large Cap Technology (36.96) 1% 33.85 6.16%
Grindwell Norton Ltd. Mid Cap Metals & Mining (67.7) 0.99% 58.85 7.18%
JK Cement Ltd. Mid Cap Materials (56.46) 0.99% 47.28 42.28%
Fortis Healthcare Ltd. Mid Cap Healthcare (91.57) 0.95% 59.78 64.98%
Titan Company Ltd. Large Cap Consumer Discretionary (89.18) 0.88% 93.83 41.15%
JSW Energy Ltd. Mid Cap Capital Goods (30.44) 0.84% 47.96 34.9%
Amber Enterprises India Ltd. Small Cap Consumer Discretionary (79.58) 0.82% 85.61 93.66%
Power Mech Projects Ltd. Small Cap Construction (39.36) 0.82% 33.35 103.34%
Metro Brands Ltd. Mid Cap Consumer Discretionary (74.16) 0.82% 90.19 35%
Ipca Laboratories Ltd. Mid Cap Healthcare (54.52) 0.81% 60.12 63.14%
Voltas Ltd. Mid Cap Consumer Discretionary (57.07) 0.8% 153.49 57.51%
Astral Ltd. Mid Cap Materials (81.56) 0.78% 93.49 36.93%
Max Financial Services Ltd. Mid Cap Financial (25.21) 0.77% 80.66 60.65%
Radico Khaitan Ltd. Small Cap Consumer Staples (77.1) 0.73% 94.45 60.58%
Concord Biotech Ltd. Small Cap Healthcare (55.16) 0.72% 50.34 0%
India Shelter Finance Corporation Ltd. Small Cap Financial (9.72) 0.69% 0 0%
CreditAccess Grameen Ltd. Mid Cap Financial (24.6) 0.61% 17.11 51.01%
GMM Pfaudler Ltd. Small Cap Capital Goods (57.9) 0.58% 32.25 -5.59%
Sundaram Finance Ltd. Mid Cap Financial (32.41) 0.37% 32.24 99.31%
Tata Technologies Ltd Mid Cap Services (33.42) 0.1% 57.94 0%

Market Cap

Allocation
Others 3

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 3% 0%

Market Cap

Allocation
Others -0.08

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others -0.08% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Edelweiss Large & Mid Cap Fund?

The top holdings of this fund are ICICI Bank Ltd., HDFC Bank Ltd., Larsen & Toubro Ltd., Persistent Systems Ltd., State Bank of India

Top 5 Sector for Edelweiss Large & Mid Cap Fund?

The major sectors of this fund are Financial, Capital Goods, Technology, Materials, Automobile.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Add to Cart Successfully