Edelweiss Large & Mid Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | 11.85 | 10.03 | 12.47 |
| Average Rolling Returns(%) | 17.44 | 15.55 | 15.42 | 13.83 |
The Current NAV of Edelweiss Large & Mid Cap Fund - Growth - Direct Plan is ₹108.81.
You can consider SIP in Edelweiss Large & Mid Cap Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
Edelweiss Large & Mid Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.46%
The process for redemption is
The AUM of Edelweiss Large & Mid Cap Fund - Growth - Direct Plan is currently ₹4,595 Crores.
The Top three stocks are HDFC Bank, Ather Energy and ICICI Bank and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 15% and 26% of fund’s portfolio respectively.
Top three sectors of Edelweiss Large & Mid Cap Fund - Growth - Direct Plan fund are BFSI, Auto and IT accounting for 51% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Large & Mid 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 & Mid Cap Fund - Growth - Direct Plan Fund is Equity - Large & Mid Cap Fund.
Sumanta Khan and Trideep Bhattacharya manage the Edelweiss Large & Mid Cap Fund - Growth - Direct Plan Fund.
Edelweiss Large & Mid Cap Fund - Growth - Direct Plan current PE ratio is 41.12 and PB ratio is 7.01
The asset allocation of Edelweiss Large & Mid Cap Fund - Growth - Direct Plan is Stocks : 98.72%, Debt : 1.22% and Gold : 0%
The minimum SIP amount for Edelweiss Large & Mid Cap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Edelweiss Large & Mid Cap Fund - Growth - Direct Plan is 1% on or before 90 days, Nil after 90 days
