FAQ : Edelweiss Large & Mid Cap Fund - Regular Plan - Growth

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(%) 38.17 18.82 19.71 13.4
Average Rolling Returns(%) 17.34 15.80 13.54 13.03

The Current NAV of Edelweiss Large & Mid Cap Fund - Regular Plan - Growth is ₹70.15.

You can consider SIP in Edelweiss Large & Mid Cap Fund - Regular Plan - Growth as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 200 returns, as Funds portfolio is significantly different.

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.93%

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 & Mid Cap Fund - Regular Plan - Growth is currently ₹2,797 Crores.

The Top three stocks are ICICI Bank, HDFC Bank and Larsen & Toubro and account for 9% 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, Construction & Infrastructure 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 - Regular Plan - Growth Fund is Equity - Large & Mid Cap Fund.

Trideep Bhattacharya manages the Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Fund.

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth current PE ratio is 48.08 and PB ratio is 7.85

The asset allocation of Edelweiss Large & Mid Cap Fund - Regular Plan - Growth is Stocks : 97.08%, Debt : 2.89% and Gold : 0%

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

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