FAQ : Edelweiss Large Cap Fund - Growth - Direct Plan

Edelweiss Large Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 34.18 18.41 18.76 13.43
Average Rolling Returns(%) 17.01 14.86 13.71 14.73

The Current NAV of Edelweiss Large Cap Fund - Growth - Direct Plan is ₹83.91.

You can consider SIP in Edelweiss Large Cap Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Very good quality portfolio. Funds returns likely to be fairly different than its benchmark NIFTY 100 , as Funds portfolio is somewhat different.

Edelweiss Large Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.78%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Edelweiss Large Cap Fund - Growth - Direct Plan is currently ₹771 Crores.

The Top three stocks are ICICI Bank, Reliance Industries and HDFC Bank and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 41% of fund’s portfolio respectively.

Top three sectors of Edelweiss Large Cap Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Auto accounting for 50% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Large Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Edelweiss Large Cap Fund - Growth - Direct Plan Fund is Equity - Large Cap Fund.

Bharat Lahoti and Bhavesh Jain manage the Edelweiss Large Cap Fund - Growth - Direct Plan Fund.

Edelweiss Large Cap Fund - Growth - Direct Plan current PE ratio is 34.87 and PB ratio is 6.74

The asset allocation of Edelweiss Large Cap Fund - Growth - Direct Plan is Stocks : 97.39%, Debt : 2.60% and Gold : 0%

The minimum SIP amount for Edelweiss Large Cap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Edelweiss Large Cap Fund - Growth - Direct Plan is 1% on or before 90 days, Nil after 90 days

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