Edelweiss Large Cap Fund - Regular Plan - Growth Option

(Erstwhile Edelweiss Large Cap Advantage Fund - Regular Plan - Growth option)
Fund House: Edelweiss Mutual Fund
Category: Equity: Large Cap
Launch Date: 20-05-2009
Asset Class: Equity
Benchmark: NIFTY 100 TRI
TER: 2.18% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 100
Minimum Topup: 100
Total Assets: 1,058.57 Cr As on 28-02-2025(Source:AMFI)
Turn over: 85% | Exit Load: W.E.F. April 03,2023 If the units are redeemed /switched out on or before 90 days from the date of allotment - 1.00% If the units are redeemed /switched out after 90 days from the date of allotment -Nil

78.91

13.91%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnEdelweiss Large Cap Fund - Regular Plan - GrowthOptionEdelweiss Large Cap Fund - Regular Plan - Growth OptionNIFTY 100 TRIEquity: Large CapGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-20-10010203040Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

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
5 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to provide capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of the 100 largest corporates by market capitalization listed in India. The scheme may invest in arbitrage opportunities between spot & futures prices of exchange trades equities.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.04
Sharpe Ratio 0.48
Alpha 1.36
Beta 0.93
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Edelweiss Large Cap Fund - Regular Plan - Growth Option 20-05-2009 5.82 20.84 14.19 23.15 11.91
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 25.1 - - - -
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 14.75 26.67 17.93 23.48 10.95
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 10.06 24.66 - - -
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 05-08-2010 8.94 21.8 13.77 22.3 12.83

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

1.12%

Others

4.9%

Large Cap

80.38%

Mid Cap

14.76%

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