Fund Details
Edelweiss Large & Mid Cap Direct Plan Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 0.94% |
| NAV | ₹47.75 (09 Apr 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹676 Cr |
Returns
Comparison
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 6.0% |
| ICICI Bank Ltd. | Financial | Equity | 5.7% |
| Infosys Ltd. | Technology | Equity | 5.4% |
| State Bank of India | Financial | Equity | 4.3% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.4% |
| Reliance Industries Ltd. | Energy | Equity | 3.1% |
| Cholamandalam Investment & Finance Co. Ltd. | Financial | Equity | 3.0% |
| Axis Bank Ltd. | Financial | Equity | 2.8% |
| Ultratech Cement Ltd. | Construction | Equity | 2.6% |
| Bharti Airtel Ltd. | Communication | Equity | 2.6% |
Fund Managers
Edelweiss Large & Mid Cap Direct Plan Growth Details
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 01 Jan 2013. Harshad Patwardhan is the Current Fund Manager of Edelweiss Large & Mid Cap Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹676 Cr and the Latest NAV as of 09 Apr 2021 is ₹47.75.
The Edelweiss Large & Mid Cap Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 12 months
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.
Tax Implications
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
