Edelweiss Large & Mid Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 1.19 | 11.47 | 10.46 | 13.33 |
| Average Rolling Returns(%) | 17.58 | 15.58 | 15.47 | 13.83 |
The Current NAV of Edelweiss Large & Mid Cap Fund - Regular Plan - Growth is ₹84.89.
You can consider SIP in Edelweiss Large & Mid Cap Fund - Regular Plan - Growth as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.60%
The process for redemption is
The AUM of Edelweiss Large & Mid Cap Fund - Regular Plan - Growth is currently ₹4,615 Crores.
The Top three stocks are HDFC Bank, Bharat Heavy Elect. and Ather Energy and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 14% and 24% of fund’s portfolio respectively.
Top three sectors of Edelweiss Large & Mid Cap Fund - Regular Plan - Growth fund are BFSI, Auto and Construction & Infrastructure 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 - Regular Plan - Growth Fund is Equity - Large & Mid Cap Fund.
Sumanta Khan and Trideep Bhattacharya manage the Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Fund.
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth current PE ratio is 41.83 and PB ratio is 7.10
The asset allocation of Edelweiss Large & Mid Cap Fund - Regular Plan - Growth is Stocks : 97.20%, Debt : 1.15% and Gold : 1.63%
The minimum SIP amount for Edelweiss Large & Mid Cap Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Edelweiss Large & Mid Cap Fund - Regular Plan - Growth is 1% on or before 90 days, Nil after 90 days
