Edelweiss Large & Mid Cap Direct Plan Growth

Equity
Large & MidCap
Very High Risk
17.53%
3Y annualised
-0.41% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Feb 2023₹59.19
Min. SIP amount₹1,000
Rating5
Fund size₹1,671.64Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-0.2%17.5%12.2%15.0%
Category average-2.1%15.3%9.2%NA
Rank with in category1183NA
Understand terms

Holdings (68)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity6.9%
HDFC Bank Ltd.FinancialEquity6.2%
Axis Bank Ltd.FinancialEquity3.7%
State Bank of IndiaFinancialEquity3.7%
Reliance Industries Ltd.EnergyEquity3.6%
Infosys Ltd.TechnologyEquity3.3%
Bajaj Finance Ltd.FinancialEquity2.1%
Larsen & Toubro Ltd.ConstructionEquity2.0%
Navin Fluorine International Ltd.ChemicalsEquity2.0%
Bharti Airtel Ltd.CommunicationEquity1.9%
See All

Expense ratio, exit load and tax

Expense ratio: 0.48%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 12 months

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹500
Min. for SIP₹1,000

Fund management

Abhishek Gupta
Dec 2021 - Present
View details

Education
Mr. Gupta is a B. Com., PGDM (Finance) CFA (Investments)
Experience
Prior to joining Edelweiss Asset Management Limited, he has worked with Goldman Sachs, Baer Capital and Deutsche Asset Management.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
801- 802 & 803 - 8th Floor,Windsor Off C.S.T. Road,Kalina-Santacruz (E), Mumbai 400098
Phone
40933400 / 1800-425-0090
Launch Date
30 Apr 2008
Website
NA
Edelweiss Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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