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Edelweiss Large & Mid Cap Fund

Edelweiss Large & Mid Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

24.39

as on 14 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 19,283 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

  • ₹ 54.703

    as on 14 Oct 2021
  • Regular - Growth

  • 5 / 26

  • ₹ 5,000

  • ₹ 833 Cr.

    as on 14 Oct 2021
  • 2.4%

    since 31 May 2021
  • 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 ₹ 54.703 as on 14 Oct 2021.

This fund has 14 years of track record. Since 31 May 2021 expense ratio of this fund is 2.4%. 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.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately 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 10.70% 20.14% 37.90% 84.89% 40.20% 29.49% 21.50% 25.17% 75.99% 56.99% 40.58% 27.31% 26.03%
Category Average 5.74% 15.05% 32.41% 67.70% 32.79% 23.20% 16.13% 17.38% 61.67% 49.40% 34.85% 21.97% 18.64%
Edelweiss Large & Mid Cap Fund 5.66%₹ 10,566 12.86%₹ 11,286 30.25%₹ 13,024 65.18%₹ 16,518 58.37%₹ 15,513 32.49%₹ 17,567 48.82%₹ 37,261 24.39%₹ 19,283 35.08%₹ 59,194 - - - -
Mirae Asset Emerging Bluechip Fund 4.92%₹ 10,492 15.26%₹ 11,525 32.53%₹ 13,252 72.02%₹ 17,202 63.58%₹ 15,805 40.20%₹ 19,674 55.59%₹ 39,267 29.49%₹ 21,756 40.58%₹ 63,550 21.50%₹ 26,487 27.31%₹ 1,17,708 25.17%₹ 94,577 26.03%₹ 4,77,357
Canara Robeco Emerging Equities 5.41%₹ 10,541 16.14%₹ 11,614 35.29%₹ 13,528 68.14%₹ 16,813 64.80%₹ 15,874 38.06%₹ 19,078 53.41%₹ 38,619 26.51%₹ 20,285 38.31%₹ 61,729 19.02%₹ 23,891 24.71%₹ 1,10,601 23.14%₹ 80,317 23.73%₹ 4,21,652
Kotak Equity Opportunities Fund 2.15%₹ 10,214 10.57%₹ 11,056 24.00%₹ 12,399 56.11%₹ 15,611 48.28%₹ 14,936 31.09%₹ 17,196 43.08%₹ 35,592 23.67%₹ 18,947 31.86%₹ 56,740 16.12%₹ 21,118 21.17%₹ 1,01,560 16.93%₹ 47,832 18.07%₹ 3,10,457
Principal Emerging Bluechip Fund 7.06%₹ 10,705 16.96%₹ 11,695 35.09%₹ 13,508 72.70%₹ 17,270 68.21%₹ 16,064 37.89%₹ 19,030 55.00%₹ 39,093 25.51%₹ 19,806 38.90%₹ 62,194 17.97%₹ 22,855 24.22%₹ 1,09,316 22.39%₹ 75,558 22.54%₹ 3,95,267
Invesco India Growth Opportunities Fund 5.25%₹ 10,524 12.35%₹ 11,234 28.50%₹ 12,850 52.20%₹ 15,220 50.76%₹ 15,079 26.63%₹ 16,046 41.59%₹ 35,165 20.59%₹ 17,564 29.95%₹ 55,315 16.98%₹ 21,913 20.65%₹ 1,00,276 16.44%₹ 45,876 17.61%₹ 3,02,841

Portfolio Holdings

Portfolio holdings pattern of Edelweiss Large & Mid Cap Fund as on 18 Oct 2021 are listed below:

  • Equity Holdings:

    96.99%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.01%

Top Sector Holdings of Edelweiss Large & Mid Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 18.69% ₹ 155.72 Cr.
Computers - Software 10.43% ₹ 86.93 Cr.
Pharmaceuticals 7.55% ₹ 62.83 Cr.
Cement 4.38% ₹ 48.53 Cr.
Engineering, designing, construction 4.51% ₹ 45.13 Cr.
Others 54.44% -

Top Stock Holdings of Edelweiss Large & Mid Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 5.57% ₹ 46.43 Cr.
ICICI Bank Ltd. 5.30% ₹ 44.12 Cr.
HDFC Bank Ltd. 4.49% ₹ 37.45 Cr.
State Bank Of India 3.76% ₹ 31.30 Cr.
Reliance Industries Ltd. 2.85% ₹ 23.72 Cr.
Others 78.03% -

Other Holdings

Holding TypeHolding Percentage
TREPS 3.25%
Net Receivables -0.24%