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Edelweiss Large Cap Advantage Fund - Regular Plan - Growth option

Category: Equity Funds Diversified
Launch Date: 20-05-2009
Asset Class: Equity
Benchmark: Nifty 50 Index
Expense Ratio: 1.3% As on (30-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 138.76 Cr As on (30-09-2017)
Turn over: 3.39
NAV as on 16-02-2018

32.69

-0.3 (-0.9177%)

CAGR Since Inception

14.49%

Nifty 50 Index 14.04%

PERFORMANCE of Edelweiss Large Cap Advantage Fund - Regular Plan - Growth option

Scheme Performance (%)

Data as on - 16-02-2018

Yearly Performance (%)

Fund Managers

Mr. Bharat Lahoti

Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.

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.

RETURNS CALCULATOR for Edelweiss Large Cap Advantage Fund - Regular Plan - Growth option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Edelweiss Large Cap Advantage Fund - Regular Plan - Growth option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Edelweiss Large Cap Advantage Fund - Regular Plan - Growth option 13.51 0.32 -4.45 0.95 - -
Equity Funds Diversified - - - - - -

PEER COMPARISION of Edelweiss Large Cap Advantage Fund - Regular Plan - Growth option

Period
Data as on - 16-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Edelweiss Large Cap Advantage Fund - Regular Plan - Growth option 20-05-2009 20.94 21.76 7.48 15.59 0.0
Principal Growth Fund-Growth Option 25-10-2000 30.71 34.99 14.51 21.09 8.76
Invesco India Contra Fund - Growth 11-04-2007 29.59 30.92 13.58 22.65 14.35
Principal Dividend Yield Fund-Growth Plan 15-10-2004 28.9 33.24 13.15 15.92 10.44
ICICI Prudential Indo Asia Equity Fund - Growth 18-10-2007 28.22 29.16 12.25 19.32 11.95
HDFC Capital Builder Fund - Growth Option 01-02-1994 27.49 30.07 12.72 20.44 12.77
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 26.62 30.9 13.46 19.51 0.0
Axis Focused 25 Fund - Growth Option 29-06-2012 26.44 28.78 11.96 16.54 0.0
SBI Contra - Regular Plan -Growth 14-07-1999 26.2 25.4 9.31 14.93 8.6
BOI AXA Equity Fund Eco Plan- Growth 21-10-2008 26.0 25.77 9.24 16.44 0.0

PORTFOLIO ANALYSIS of Edelweiss Large Cap Advantage Fund - Regular Plan - Growth option

Asset Allocation (%)

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