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Edelweiss Large & Mid Cap Fund

Edelweiss Large & Mid Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

18.93

as on 03 Oct 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,828 today.

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NAV Performance

Edelweiss Large & Mid Cap Fund performance graph for last 3 years
Performance of Edelweiss Large & Mid Cap Fund for last 3 Years

Fund Information

  • ₹ 52.273

    as on 03 Oct 2022
  • Regular - Growth

  • 4 / 26

  • ₹ 5,000

  • ₹ 1,057 Cr.

    as on 31 Dec 2021
  • 2.21%

  • 14 Jun 2007

  • Equity - Large & Mid Cap Fund

  • Nifty 50

  • Edelweiss Mutual Fund

    Show All Funds
  • Edelweiss Large and Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Edelweiss Large & Mid Cap Fund is an Open-ended Equity Fund. The fund belongs to Large & Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 14 Jun 2007. This fund is offered by one of the top AMC (Assets Management Company) Edelweiss Mutual Fund. You can also view here all other Equity funds offered by Edelweiss Mutual Fund.

Latest NAV of the fund is ₹ 52.273 as on 03 Oct 2022.

This fund has 15 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.21%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities.

List of Fund Managers of Edelweiss Large & Mid Cap Fund

  • About Harshad Patwardhan

    Picture of Harshad PatwardhanWith an academic background comprising IIT/IIM, CFA charter and 25 years of industry experience, our CIO Equities – Mr. Harshad Patwardhan comes with substantial experience. Harshad was the CIO Equities at JPMorgan Asset Management for over a decade and continued as the CIO Equities of Edelweiss Asset Management after the schemes changed hands in the year 2016. He’s responsible for long only equity mutual funds at Edelweiss Asset Management Limited. He has worked for 12 years on the sell side with various MNC brokerage firms and has been a rated research analyst by several large & prominent FIIs. He believes that the first-hand experience of covering stocks/sectors and interacting with experienced fund managers has been extremely valuable for his investment management career.When not occupied with work, he loves to swim or read about a wide range of topics. His resilience to come out of difficult times has been an inspiration to many.
  • About Trideep Bhattacharya

    Picture of Trideep  Bhattacharya

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 1.75% 15.03% 12.40% 37.65% 34.90% 24.04% 18.93% 23.54% 10.94% 19.64% 24.83% 18.85% 20.01%
Category Average -2.39% 10.58% 0.04% 0.98% 26.65% 18.43% 11.70% 15.52% 1.60% 12.46% 19.19% 15.09% 14.52%
Edelweiss Large & Mid Cap Fund -2.91%₹ 9,709 11.73%₹ 11,172 -0.02%₹ 9,998 0.32%₹ 10,031 2.89%₹ 12,187 26.74%₹ 16,083 12.88%₹ 27,287 18.93%₹ 16,828 19.65%₹ 48,035 13.31%₹ 18,681 16.00%₹ 89,525 - -
Mirae Asset Emerging Bluechip Fund -3.71%₹ 9,628 6.60%₹ 10,659 -3.40%₹ 9,660 -4.73%₹ 9,527 -4.77%₹ 11,688 25.79%₹ 15,843 8.89%₹ 26,255 20.96%₹ 17,705 18.71%₹ 47,405 14.35%₹ 19,558 16.97%₹ 91,668 21.75%₹ 71,631 20.01%₹ 3,44,583
Canara Robeco Emerging Equities -3.04%₹ 9,695 10.14%₹ 11,013 -0.43%₹ 9,957 -1.81%₹ 9,818 0.35%₹ 12,023 25.46%₹ 15,760 11.57%₹ 26,948 20.95%₹ 17,700 19.59%₹ 47,993 12.63%₹ 18,131 16.05%₹ 89,621 20.06%₹ 62,286 18.45%₹ 3,16,757
Sundaram Large And Mid Cap Fund -3.42%₹ 9,658 11.43%₹ 11,142 -2.01%₹ 9,799 -0.93%₹ 9,907 -0.09%₹ 11,994 26.01%₹ 15,899 12.32%₹ 27,142 15.76%₹ 15,520 18.07%₹ 46,983 12.33%₹ 17,886 14.43%₹ 86,134 13.91%₹ 36,794 14.50%₹ 2,56,174
DSP Equity Opportunities Fund -1.99%₹ 9,800 10.36%₹ 11,035 1.30%₹ 10,130 -3.93%₹ 9,607 1.80%₹ 12,116 25.69%₹ 15,818 10.40%₹ 26,644 16.60%₹ 15,860 17.30%₹ 46,473 10.93%₹ 16,799 14.17%₹ 85,573 15.25%₹ 41,384 14.36%₹ 2,54,269
SBI Large & Midcap Fund -0.14%₹ 9,985 14.89%₹ 11,488 4.07%₹ 10,406 8.04%₹ 10,803 10.81%₹ 12,690 33.02%₹ 17,722 19.28%₹ 28,975 21.50%₹ 17,946 24.40%₹ 51,302 14.04%₹ 19,298 18.23%₹ 94,537 16.37%₹ 45,598 16.10%₹ 2,79,072

Portfolio Holdings

Portfolio holdings pattern of Edelweiss Large & Mid Cap Fund as on 04 Oct 2022 are listed below:

  • Equity Holdings:

    94.08%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    5.92%

Top Sector Holdings of Edelweiss Large & Mid Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 16.45% ₹ 187.25 Cr.
Computers - Software 11.87% ₹ 135.29 Cr.
Pharmaceuticals 6.04% ₹ 68.86 Cr.
Residential/commercial/sez project 3.91% ₹ 44.48 Cr.
Chemicals - Speciality 3.49% ₹ 39.77 Cr.
Others 58.24% -

Top Stock Holdings of Edelweiss Large & Mid Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 6.15% ₹ 70.06 Cr.
ICICI Bank Ltd. 5.63% ₹ 64.16 Cr.
HDFC Bank Ltd. 4.65% ₹ 52.94 Cr.
State Bank Of India 3.34% ₹ 38.05 Cr.
HCL Technologies Limited 2.95% ₹ 33.63 Cr.
Others 77.28% -

Other Holdings

Holding TypeHolding Percentage
TREPS 6.44%
Net Receivables -0.52%