Edelweiss Large Cap Direct Plan-Growth option - Latest NAV ₹49.06, Returns, Performance & Portfolio

Edelweiss Large Cap Direct Plan-Growth option

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    17.19%
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    (--1.62)49.06

Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 10.4 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years17.19%
3 Years12.7%
1 Year23.58%
6 Months24.58%
Fund Details
ISININF754K01BW4
RiskModerately High risk
Fund TypeLarge-Cap
NAV49.06
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
HDFC Bank Ltd9.14%
Infosys Ltd8.15%
ICICI Bank Ltd7.43%
HCL Technologies Ltd Shs Dematerialised4.11%
Bharti Airtel Ltd4.1%
Larsen & Toubro Ltd Shs Dematerialised3.07%
Kotak Mahindra Bank Ltd2.98%
Reliance Industries Ltd.2.87%
Axis Bank Ltd2.64%
Tata Consultancy Services Ltd2.61%

About Edelweiss Large Cap Fund - Direct Plan - Growth

Edelweiss Large Cap Fund, as the name suggests, predominantly invests in the stocks of large-cap companies (those companies that are ranked between 1 and 100 in terms of market capitalisation). This fund is generally comprised of stocks that have provided above par returns.

Pros and Cons of Edelweiss Large Cap Fund - Direct Plan - Growth

Edelweiss Large Cap Fund is best suited for investors looking to gain exposure to a portfolio consisting of well-performing large-cap stocks. This fund is known to offer excellent returns over a period of five years. On the flip side, the returns are curtailed as this fund invests mostly in large-cap stocks, it cannot match the returns of small-cap funds.

Fund Information and Statistics

i) Inception/Launch Date Edelweiss Large Cap Fund - Direct Plan - Growth was launched on 7 January 2013.

ii) Risk Level The risk involved in Edelweiss Large Cap Fund - Direct Plan - Growth is relatively low as compared to that of small and mid-cap funds. However, it is riskier than debt funds.

iii) Redemption As Edelweiss Large Cap Fund - Direct Plan - Growth is an open-ended fund; you can redeem your holdings anytime. However, you have to be aware of the applicable exit loads and tax on capital gains.

iv) Fund Manager Mr Bharat Lahoti and Mr Hardik Verma are the current fund managers of Edelweiss Large Cap Fund - Direct Plan - Growth.

v) Entry/Exit Load There is no exit load as per the norms of the Securities and Exchange Board of India (SEBI). An exit load of 1% applies if the units are redeemed within a period of one year. After one year, there is no exit load.

About Edelweiss Mutual Funds

Edelweiss Mutual Funds registered with the Indian market regulator in August 2007 under the sponsorship of Edelweiss Financial Services and trusteeship of Edelweiss Trusteeship Company Limited (ETCL). The equity investments of Edelweiss Mutual Funds are made with the following mindset; bottom-up stock picking, long-term investment horizon, and growth combined with quality. As of March 2020, the fund house had assets of worth Rs 12,414.68 crore under its management.

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Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 10.4 Lakhs in a period of 20 years
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns