Edelweiss Large & Mid Fund - Growth - Latest NAV, Returns, Performance & Portfolio

Edelweiss Large & Mid Fund - Growth

  • highlight
    0.45%
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    (--0.37)23.865

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Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 2.51 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years7.2%
5 Years0.45%
3 Years-2.21%
1 Year-23.29%
6 Months-23.17%
Fund Details
ISININF843K01047
RiskModerately High risk
Fund TypeLarge & Mid- Cap
NAV23.865
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
ICICI Bank Ltd6.2%
HDFC Bank Ltd5.89%
Infosys Ltd3.1%
Reliance Industries Ltd2.88%
Axis Bank Ltd2.66%
Bharti Airtel Ltd2.62%
Larsen & Toubro Ltd2.52%
Phoenix Mills Ltd2.3%
Trent Ltd2.28%
Apollo Hospitals Enterprise Ltd2.25%

About Edelweiss Large & Mid cap fund

Edelweiss Large & Mid cap fund is an open ended equity fund aimed at investing in both large cap and mid cap equity stocks with an investment objective to generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities.

Pros & Cons of Edelweiss Large & Mid cap fund

Edelweiss Large & Mid cap fund offers the following benefits:

  1. This fund is relatively less risky and volatile as compared to small cap funds with high growth opportunities than large cap funds.
  2. These being funds of open ended nature, investors can any time do buying and selling units in this fund.
  3. The portfolio of the fund is skewed towards fundamentally strong mid cap companies with a huge upside potential.

Certain drawbacks of Edelweiss Large & Mid cap fund

  1. These funds have returned over 9.88% since launch. This return is lesser than other mid cap focused funds.
  2. During crisis, when the market sentiment is dipping, large and midcap stocks plunge to more depths, hurting investors badly.
  3. Fund has seen portfolios overlap and has become benchmark huggers.

Fund Information and Statistics of Edelweiss Large & Mid cap fund

i) Inception / Launch date

Edelweiss Large & Mid cap fund was launched on June 14, 2007 by Edelweiss Mutual Fund AMC.

ii) Risk level

Being an open ended large and mid-cap, this fund is a moderately high risk bet and suitable for investors who have a long-term investment horizon of more than 5 years.

iii) Redemption

Redemption of Units will be done by a repurchase/buyback by the fund house. Under normal circumstances, your fund house will dispatch the redemption proceeds within 10 business days from date of receipt of request.

iv) Fund Manager

Mr. Harshad Patwardhan has been managing the fund since 14th June 2007. He has an overall fund management experience of 25 years.

v) Entry / Exit load

The exit load is 1% if the units are redeemed within 12 months from the date of allotment in respect of purchase made other than through SIP. Also if redeemed within 12 months from the date of allotment of units of each instalment of SIP purchase, the same applies.

Tax benefits of investing in Edelweiss Large & Mid cap fund

Long term capital gains tax applies to returns on this fund. A capital gain registered during a period of less than 1 year is defined as Short-term Capital Gain (STCG). A capital gain registered over a period of more than 1 year is defined as Long-term Capital Gains (LTCG). STCG are taxed at the rate of 15%. Long term capital gains tax at the rate of 10% without the benefit of indexation.

About Edelweiss Mutual Fund

Edelweiss Mutual Fund fiduciary business of Edelweiss Group with Edelweiss Asset Management Limited acting as an investment manager. The fund house strives to offer disciplined investment process to ensure the growth of investors’ assets. It aims to adhere to highest ethical standards and focus on growth.

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Frequently Asked Questions

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Start your investment

Min amount: ₹500

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 2.51 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