Edelweiss Large & Mid Cap Fund - Direct Plan has delivered 62.94% absolute return over the last 5 years.
The average return for Large & Mid Cap funds is 76.78% .
This fund ranks #15 in its category based on 5-year returns.
The largest portfolio holding is HDFC BANK LTD with a portfolio weight of 4.85% .
The fund currently owns more than 91 stocks.
The top 10 holdings account for 23.34% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 11.80% | -1.86% |
| 2 Year Return | 47.93% | 11.61% |
| 3 Year Return | 76.16% | 32.10% |
| 4 Year Return | 191.82% | 57.26% |
| 5 Year Return | 215.39% | 76.78% |
| 6 Year Return | 242.79% | 125.17% |
| 7 Year Return | 370.14% | 141.57% |
| Expense Ratio | 0.45% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
4.85%
|
|
| 2 | Industrials |
2.42%
|
|
| 3 | Financials |
2.25%
|
|
| 4 | Auto Ancl - Batteries |
2.12%
|
|
| 5 | Financials |
2.10%
|
|
| 6 | Real Estate |
1.99%
|
|
| 7 | Industrials |
1.94%
|
|
| 8 | Exchange Platform |
1.90%
|
|
| 9 | Communication Services |
1.89%
|
|
| 10 | Industrials |
1.88%
|
|
| 11 | E-Commerce/E-Retail |
1.82%
|
|
| 12 | Financials |
1.82%
|
AMC: EDELWEISS
Category: Equity • Large & Mid Cap
Launch Date: 01 Jan 2013
Fund Manager: Mr. Trideep Bhattacharya
Minimum Purchase: ₹100
Exit Load: If the units are redeemed /switched out on or before 90 days from the date of allotment - 1.00% If the units are redeemed /switched out after 90 days from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
Edelweiss Large & Mid Cap Fund - Direct Plan is managed by EDELWEISS and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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