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: 1.86% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 3,608 Cr As on 31-03-2025(Source:AMFI)
Turn over: 34% | 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

79.758

12.33%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Large Midcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

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
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 15.14
Sharpe Ratio 0.53
Alpha -1.0
Beta 0.97
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 & Mid Cap Fund - Regular Plan - Growth Option 14-06-2007 8.63 23.52 14.97 24.33 13.29
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 17.45 31.91 20.23 25.27 14.21
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 13.74 27.76 18.78 25.93 14.62
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 13.3 25.22 13.8 23.26 13.6
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 12.73 30.98 22.42 28.06 -
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 12.58 23.07 14.36 24.27 14.87
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 12.55 28.1 19.73 29.74 14.37
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 12.46 28.43 19.36 28.46 12.79
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 12.09 28.05 18.24 27.12 11.74
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 12.08 25.94 17.07 26.24 14.78

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

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

13.16%

Others

2.53%

Large Cap

47.5%

Mid Cap

36.81%

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