Edelweiss Large Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 2.96 | 10.37 | 9.18 | 11.78 |
| Average Rolling Returns(%) | 15.25 | 13.77 | 14.00 | 13.10 |
The Current NAV of Edelweiss Large Cap Fund - Regular Plan - Growth is ₹79.79.
You should look for a fund with better more consistent performance track record. However, funds returns unlikely to be different than its benchmark NIFTY 50, as the Funds portfolio is similar to its benchmark.
Edelweiss Large Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.83%
The process for redemption is
The AUM of Edelweiss Large Cap Fund - Regular Plan - Growth is currently ₹1,434 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Reliance Industries and account for 20% of its portfolio. Top 5 and 10 stocks of fund account for 28% and 44% of fund’s portfolio respectively.
Top three sectors of Edelweiss Large Cap Fund - Regular Plan - Growth fund are BFSI, Healthcare and Auto accounting for 49% 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 - Regular Plan - Growth Fund is Equity - Large Cap Fund.
Bharat Lahoti and Bhavesh Jain manage the Edelweiss Large Cap Fund - Regular Plan - Growth Fund.
Edelweiss Large Cap Fund - Regular Plan - Growth current PE ratio is 35.45 and PB ratio is 7.79
The asset allocation of Edelweiss Large Cap Fund - Regular Plan - Growth is Stocks : 99.38%, Debt : 0.63% and Gold : 0%
The minimum SIP amount for Edelweiss Large Cap Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Edelweiss Large Cap Fund - Regular Plan - Growth is 1% on or before 90 days, Nil after 90 days
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Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
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Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
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Brand Logo:
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SEBI Registration Number:
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INA000013323 Validity – May 16, 2019 – Perpetual |
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Registration:
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Non-Individual |
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BSE Enlistment No:
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1187 |
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Address:
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B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
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Compliance Officer
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Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
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Grievance Officer
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Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
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Principal Officer
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Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
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Standard Warning:
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Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
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Disclaimer:
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Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
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