Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option

(Erstwhile Edelweiss Equity Opportunities Fund - Direct Plan - Growth Option)
Fund House: Edelweiss Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 0.48% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 3,732 Cr As on 30-04-2025(Source:AMFI)
Turn over: 34% | Exit Load: Yes

99.277

18.53%

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
3 Years 11 Months
7 Years 11 Months
8 Years 5 Months
11 Years 7 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

Units may be purchased or redeemed at NAV, subject to applicable loads (if any), on every Business Day on an ongoing basis. The Mutual Fund will endeavour to dispatch the redemption proceeds within 3 Business Days from the acceptance of the Redemption request. However, in certain circumstances [outlined in Section III-B ‘Restrictions on Redemptions’] restrictions on redemptions may be imposed.

Current Asset Allocation (%)

Indicators

Standard Deviation 15.05
Sharpe Ratio 0.81
Alpha 0.78
Beta 0.96
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 - Direct Plan - Growth Option 01-01-2013 13.06 24.74 21.75 27.44 -
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 23.36 34.96 30.84 31.62 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 19.67 32.01 25.76 26.56 15.04
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 14.19 22.05 16.96 25.89 11.37
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 13.84 27.4 23.65 30.37 15.17
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 13.45 - - - -
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 13.34 - - - -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 13.01 27.65 23.7 29.14 13.34
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 12.74 22.64 18.69 25.13 15.64
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 11.48 26.91 22.83 26.54 15.23

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

11.27%

Others

2.18%

Large Cap

48.61%

Mid Cap

37.72%

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