Edelweiss Large Mid Cap Fund Regular Plan Growth Option | Pros & Cons NAV(47.66)

Edelweiss Large Mid Cap Fund Regular Plan Growth Option

Equity: Large and Mid Cap

Fund Information

Objective

Very High Risk

Nifty Largemidcap 250

Benchmark

2007-06-14

Launched On

Type

--

Min SIP

5000

Min Investment

1061

AUM in Crores

2.24

Expense Ratio

1.00

Exit Load

Edelweiss Asset Management Limited

Fund House

Harshad Patwardhan, Trideep Bhattacharya

Fund Managers

Edelweiss Large Mid Cap Fund Regular Plan Option Pros & Cons

Pros

  • Edelweiss Large Mid Cap Fund Regular Plan Growth Option has over performed index in 2016-2019, 2017-2020 years
  • Lower Expense Ratio

Cons

  • Edelweiss Large Mid Cap Fund Regular Plan Growth Option is ranking 11th in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Edelweiss Large Mid Cap Fund Regular Plan Growth Option 
17.7720.4215.75
Nifty Largemidcap 250
20.1921.9315.8813.3715.8412.89

Edelweiss Large Mid Cap Fund Regular Plan Option Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Edelweiss Large Mid Cap Fund Regular Plan Growth Option 
12.6527.07-2.36165.2165.35165.03
Nifty Largemidcap 250
12.4437.59-12.3113.2824.76-1.5

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Edelweiss Large Mid Cap Fund Regular Plan Growth Option 
21.8620.720.8270.912.05
Nifty Largemidcap 250
21.322.920.723--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2020-04-03 - 2020-04-10
10.88
2020-03-16 - 2020-03-23
-18.02
Month2020-03-23 - 2020-04-23
19.36
2020-02-24 - 2020-03-24
-32.39
Quarter2020-03-23 - 2020-07-23
37.37
2019-12-04 - 2020-04-04
-26.98
Year2020-03-23 - 2021-03-23
90.9
2019-04-05 - 2020-04-05
-23.37

Portfolio

Stock NameSector% of Total Holdings
InfosysTechnology5.37
HDFC BankFinancial5.13
ICICI BankFinancial5.11
State Bank of IndiaFinancial3.67
HCL TechnologiesTechnology3.41
Reliance IndustriesEnergy3.09
Bharti AirtelCommunication2.92
SRFDiversified2.89
MphasisTechnology2.83
Tata Power CompanyEnergy2.5
Axis BankFinancial2.35
Crompton Greaves Consumer ElectricalsConsumer Durable2.33
Larsen & ToubroConstruction2.15
EmamiFMCG2.15
Phoenix MillsConstruction1.93
HDFCFinancial1.87
Ashok LeylandAutomobile1.85
Shriram Transport Finance CompanyFinancial1.78
Balkrishna IndustriesAutomobile1.76
Ultratech CementConstruction1.7
TrentServices1.6
Sun Pharmaceutical IndustriesHealthcare1.51
Cummins IndiaEngineering1.46
Dr. Reddy's LabHealthcare1.43
Dalmia BharatConstruction1.41
InfosysTechnology5.83
ICICI BankFinancial5.64
HDFC BankFinancial5.34
State Bank of IndiaFinancial3.91
Reliance IndustriesEnergy3.28
MphasisTechnology2.84
Bharti AirtelCommunication2.8
HCL TechnologiesTechnology2.75
SRFDiversified2.61
Crompton Greaves Consumer ElectricalsConsumer Durable2.43
Tata Power CompanyEnergy2.35
Larsen & ToubroConstruction2.15
Axis BankFinancial2.05
Phoenix MillsConstruction2.02
EmamiFMCG1.92
Shriram Transport Finance CompanyFinancial1.9
Ashok LeylandAutomobile1.9
HDFCFinancial1.86
Balkrishna IndustriesAutomobile1.83
Ultratech CementConstruction1.69
Sun Pharmaceutical IndustriesHealthcare1.65
TrentServices1.64
Minda IndustriesAutomobile1.61
Brigade EnterprisesConstruction1.41
Dr. Reddy's LabHealthcare1.32

AUM Yearly

Edelweiss Large Mid Cap Fund Regular Plan Option Details

Edelweiss Large Mid Cap Fund Regular Plan Growth Option is a mutual fund scheme launched by Edelweiss Asset Management Limited.This fund has been launched on 2007-06-14. Edelweiss Large Mid Cap Fund Regular Plan Growth Option currently has 1061 crores of assets under management (AUM) and has an expense ratio of 2.24 which is higher than what most other Large Cap funds charge.


Edelweiss Large Mid Cap Fund Regular Plan Growth Option has given returns of 17.77% in the last 1 year and 20.42% in the last 3 years. And since launch the fund has given 14.62% returns.


This fund invests in companies which are fundamentally strong and having growth potential.


The top holdings of the fund are Infosys , HDFC Bank , ICICI Bank , State Bank of India , HCL Technologies

Frquently Asked Questions

1. What is the NAV of Edelweiss Large Mid Cap Fund Regular Plan Option?

The current Net Asset Value (NAV) of the Edelweiss Large Mid Cap Fund Regular Plan Option is 47.66

2. Edelweiss Large Mid Cap Fund Regular Plan Option Rolling Returns

The 3 year rolling returns of the Edelweiss Large Mid Cap Fund Regular Plan Option:

  • Mean : 12.65%
  • Max : 27.07%
  • Min : -2.36%

3. How do I invest in Edelweiss Large Mid Cap Fund Regular Plan Option?

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Edelweiss Large Mid Cap Fund Regular Plan Growth Option



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.