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(%) | 41.26 | 19.06 | 18.31 | 13.6 |
Average Rolling Returns(%) | 17.53 | 15.83 | 13.59 | 13.04 |
The Current NAV of Edelweiss Large & Mid Cap Fund - Regular Plan - Growth is ₹73.12.
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 1.92%
The process for redemption is
The AUM of Edelweiss Large & Mid Cap Fund - Regular Plan - Growth is currently ₹2,849 Crores.
The Top three stocks are ICICI Bank, Larsen & Toubro and HDFC Bank 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 Auto accounting for 48% 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 49.16 and PB ratio is 7.90
The asset allocation of Edelweiss Large & Mid Cap Fund - Regular Plan - Growth is Stocks : 97.46%, Debt : 2.53% 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