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Edelweiss Large Cap Fund - Regular Plan - Growth option

(Erstwhile Edelweiss Large Cap Advantage Fund - Regular Plan - Growth option)

Category: Equity: Large Cap
Launch Date: 20-05-2009
Asset Class: Equity
Benchmark: Nifty 50 TRI
Expense Ratio: 1.38% As on (31-08-2018)
Status: Open Ended Schemes(Equity Scheme - Large Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 149.84 Cr As on (31-08-2018)
Turn over: 376%
NAV as on 19-10-2018

31.97

-0.49 (-1.5327%)

CAGR Since Inception

13.13%

Nifty 50 TRI 13.56%

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

Scheme Performance (%)

Data as on - 19-10-2018

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 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 Fund - Regular Plan - Growth option

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

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

Period
Data as on - 19-10-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Edelweiss Large Cap Fund - Regular Plan - Growth option 20-05-2009 -0.31 7.68 7.77 13.32 0.0
Axis Bluechip Fund - Growth 05-01-2010 1.76 10.74 8.78 13.54 0.0
HDFC Top 100 Fund - Growth Option 11-10-1996 0.71 8.41 9.07 14.89 16.43
UTI - Master Share-Growth Option 01-08-2005 0.59 6.97 6.96 13.15 14.4
Reliance Large Cap Fund- Growth Plan -Growth Option 08-08-2007 0.4 8.95 8.92 17.2 16.15
ICICI Prudential Bluechip Fund - Growth 23-05-2008 0.08 9.25 9.82 14.5 18.46
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 22-06-2018 0.0 0.0 0.0 0.0 0.0
ICICI Prudential BHARAT 22 FOF - Cumulative Option 22-06-2018 0.0 0.0 0.0 0.0 0.0
ICICI Prudential Nifty Next 50 ETF 24-08-2018 0.0 0.0 0.0 0.0 0.0
JM Large Cap Fund-Growth 01-04-1995 -0.01 6.75 5.08 12.27 10.9

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

Asset Allocation (%)

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