Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
(Erstwhile Edelweiss Equity Opportunities Fund - Regular Plan - Growth Option)
Fund House: Edelweiss Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 14-06-2007 |
| Asset Class: Equity |
| Benchmark: NIFTY LARGE MIDCAP 250 TRI |
| TER: 1.92% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 2,848.59 Cr As on (31-03-2024) |
| Turn over: 36% | Exit Load: Exit load of 1%, if redeemed within 90 days. |
73.532
-0.99 (-1.3436%)
12.52%
Benchmark: 16.42%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 2 Months
13 Years 7 Months
14 Years 1 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The fund aims to generate income and long term capital growth by adopting bottom-up stock picking approach and investing in companies with strong growth potential.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.71 |
| Sharpe Ratio | 1.04 |
| Alpha | 1.55 |
| Beta | 0.9 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
11.93%
Others
4.75%
Large Cap
47.82%
Mid Cap
35.5%
