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Edelweiss Large & Mid Cap Direct Plan Growth
+18.27%
3Y annualised
+0.04% 1D
NAV: 22 May '26
₹103.64
Min. for SIP
₹100
Fund size (AUM)
₹4,531.15 Cr
Expense ratio
0.81%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,707 | +1.18% | |
| 3 years | ₹1,80,000 | ₹2,07,138 | +15.08% | |
| 5 years | ₹3,00,000 | ₹4,20,763 | +40.25% | |
| 10 years | ₹6,00,000 | ₹14,07,511 | +134.59% |
Holdings (92)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 4.78% |
| State Bank of India | Financial | Equity | 2.31% |
| The Federal Bank Ltd. | Financial | Equity | 2.30% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 2.21% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.09% |
| Bharti Airtel Ltd. | Communication | Equity | 1.91% |
| Reliance Industries Ltd. | Energy | Equity | 1.85% |
| ICICI Bank Ltd. | Financial | Equity | 1.70% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.69% |
| Cummins India Ltd. | Capital Goods | Equity | 1.67% |
| Ather Energy Ltd. | Automobile | Equity | 1.66% |
| Indian Bank | Financial | Equity | 1.63% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.62% |
| Lupin Ltd. | Healthcare | Equity | 1.52% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.47% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.42% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.42% |
| Infosys Ltd. | Technology | Equity | 1.40% |
| Max Financial Services Ltd. | Financial | Equity | 1.38% |
| Shriram Finance Ltd | Financial | Equity | 1.38% |
| Ashok Leyland Ltd. | Automobile | Equity | 1.37% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.36% |
| Axis Bank Ltd. | Financial | Equity | 1.34% |
| Aether Industries Ltd. | Chemicals | Equity | 1.34% |
| UNO Minda Ltd. | Automobile | Equity | 1.31% |
| Coal India Ltd. | Energy | Equity | 1.27% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.25% |
| Power Mech Projects Ltd. | Construction | Equity | 1.25% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.24% |
| Persistent Systems Ltd. | Technology | Equity | 1.22% |
| Solar Industries India Ltd. | Chemicals | Equity | 1.20% |
| Sundaram Finance Ltd. | Financial | Equity | 1.18% |
| PB Fintech Ltd. | Services | Equity | 1.17% |
| JSW Energy Ltd. | Capital Goods | Equity | 1.17% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.17% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.14% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 1.13% |
| Eternal Ltd. | Services | Equity | 1.12% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.08% |
| Muthoot Finance Ltd. | Financial | Equity | 1.08% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.08% |
| Bharat Forge Ltd. | Automobile | Equity | 1.07% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 1.06% |
| Trent Ltd. | Services | Equity | 1.05% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 1.05% |
| Kei Industries Ltd. | Capital Goods | Equity | 1.04% |
| Coforge Ltd. | Technology | Equity | 1.03% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 1.03% |
| Century Plyboards (India) Ltd. | Consumer Staples | Equity | 1.02% |
| Can Fin Homes Ltd. | Financial | Equity | 1.01% |
| Mphasis Ltd. | Technology | Equity | 1.00% |
| Bank Of Baroda | Financial | Equity | 0.99% |
| Indus Towers Ltd. | Communication | Equity | 0.98% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 0.98% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 0.98% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.98% |
| NTPC Ltd. | Energy | Equity | 0.92% |
| JSW Steel Ltd. | Metals & Mining | Equity | 0.92% |
| Tech Mahindra Ltd. | Technology | Equity | 0.88% |
| Amber Enterprises India Ltd. | Consumer Discretionary | Equity | 0.86% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.85% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.79% |
| Bharat Dynamics Ltd. | Capital Goods | Equity | 0.76% |
| Metro Brands Ltd. | Consumer Staples | Equity | 0.76% |
| KFin Technologies Ltd. | Financial | Equity | 0.74% |
| JK Cement Ltd. | Construction | Equity | 0.73% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 0.72% |
| LTM Limited | Technology | Equity | 0.66% |
| Birlasoft Ltd. | Technology | Equity | 0.65% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.64% |
| Ultratech Cement Ltd. | Construction | Equity | 0.60% |
| Asian Paints Ltd. | Chemicals | Equity | 0.60% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 0.58% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.54% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.53% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 0.52% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 0.50% |
| L&T Finance Ltd. | Financial | Equity | 0.50% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.45% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.45% |
| Triveni Turbine Ltd. | Construction | Equity | 0.42% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.40% |
| Bharti Hexacom Ltd. | Communication | Equity | 0.40% |
| Jubilant Ingrevia Ltd. | Chemicals | Equity | 0.39% |
| HCL Technologies Ltd. | Technology | Equity | 0.37% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.36% |
| CreditAccess Grameen Ltd. | Financial | Equity | 0.33% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.31% |
| JSW Cement Ltd. | Construction | Equity | 0.31% |
| TBO Tek Ltd. | Services | Equity | 0.26% |
| NTPC Green Energy Ltd. | Energy | Equity | 0.26% |
| Pine Labs Ltd. | Financial | Equity | 0.09% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +18.3% | +15.9% | +16.5% | +15.9% |
| Category average (Equity Large & MidCap) | +17.5% | +18.0% | +14.7% | -- |
| Rank (Equity Large & MidCap) | 10 | 12 | 7 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 90 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Direct Growth | +6.18% | +25.31% | 16,776.57 | |
Bandhan Large & Mid Cap Fund Direct Growth | +8.55% | +24.13% | 16,671.94 | |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | +2.15% | +19.48% | 29,757.23 | |
Nippon India Vision Large & Mid Cap Direct Growth | +3.17% | +19.44% | 7,080.91 | |
DSP Large & Mid Cap Fund Direct Plan Growth | +0.48% | +18.76% | 17,330.95 | |
| Compare | ||||
Fund management
TBTrideep BhattacharyaOct 2021 - PresentView details
TB
Trideep Bhattacharya
Oct 2021 - Present
View details
RKRaj KoradiaAug 2024 - PresentView details
RK
Raj Koradia
Aug 2024 - Present
View details
SKSumanta KhanApr 2024 - PresentView details
SK
Sumanta Khan
Apr 2024 - Present
View details
About Edelweiss Large & Mid Cap Direct Plan Growth
Edelweiss Large & Mid Cap Direct Plan Growth is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008. Trideep Bhattacharya is the Current Fund Manager of Edelweiss Large & Mid Cap Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,74,960 Cr and the Latest NAV as of 22 May 2026 is ₹103.64.
The Edelweiss Large & Mid Cap Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 1%, if redeemed within 90 days.
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Investment Objective
The fund aims to generate income and long term capital growth from a diversified portfolio of Large Cap and Mid Cap equity and equity related securities.
Fund benchmarkNIFTY Large Midcap 250 Total Return Index
Fund house
Rank (total assets)#15 in India
Total AUM₹1,74,960.36 Cr
Date of Incorporation30 Apr 2008
Launch Date30 Apr 2008
AddressEdelweiss HouseOff C.S.T. Road,Kalina Mumbai 400098
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,