Edelweiss Large & Mid Fund Direct Plan Growth Option - Regular - Latest NAV [ ₹46.028 ], Returns, Performance, Portfolio & Returns 2021

Edelweiss Large & Mid Fund Direct Plan Growth Option

  • highlight
    15%
  • highlight
    (--0.05)46.028

Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 7.58 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years15%
3 Years11.8%
1 Year57.84%
6 Months27.11%
Fund Details
ISININF843K01AL0
RiskVery High Risk
Fund TypeLarge & Mid-Cap
NAV46.028
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Infosys Ltd5.76%
HDFC Bank Ltd5.65%
ICICI Bank Ltd5.34%
State Bank of India3.92%
Larsen & Toubro Ltd Shs Dematerialised3.28%
Reliance Industries Ltd Shs Dematerialised2.89%
Cholamandalam Investment and Finance Co Ltd2.85%
UltraTech Cement Ltd2.81%
Axis Bank Ltd2.64%
Gujarat Gas Ltd2.47%

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

As the name suggests, Edelweiss Large & Mid Cap Fund invests predominantly in the large and mid-cap stocks. The main intention of the scheme is to provide investors with excellent returns with a blend of value and growth techniques of investment. The fund tries to provide reasonable returns during all market cycles.

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

The most significant advantage you get by investing in Edelweiss Large & Mid Cap Fund is that you get exposure to a diversified portfolio consisting of large and midcap stocks. On the flip side, the risk possessed by this fund is on the higher side, and the fund can be volatile and easily influenced by the market movements.

Fund Information and Statistics

i) Inception/Launch Date The Edelweiss Large & Mid Cap Fund was launched on 1 January 2013.

ii) Risk Level As per Edelweiss Mutual Funds, the Edelweiss Large & Mid Cap Fund carries ‘moderately high risk’. However, it is less risky as compared to a smallcap fund while it is riskier than debt funds.

iii) Redemption The Edelweiss Large & Mid Cap Fund is an open-ended scheme, and hence, you can redeem your units any time.

iv) Fund Manager Mr Harshad Patwardhan is the current fund manager of the Edelweiss Large & Mid Cap Fund.

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 you withdraw more than 10% of the units within 12 months of investment. No exit load on redemptions made after one year.

About Edelweiss Mutual Funds

As per the norms of the Securities and Exchange Board of India (SEBI), the Edelweiss Mutual Funds registered itself with the market regulator with Edelweiss Financial Services and Edelweiss Trusteeship Company Limited (ETCL) as the sponsor and trustee respectively. The fund house entered the mutual fund fore back in August 2007, and as of March 2020, its assets under management (AUM) was Rs 12,414.68 crore.

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Frequently Asked Questions

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Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 7.58 Lakhs in a period of 20 years
Very 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