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Edelweiss Large & Mid Cap Direct Plan Growth
+13.17%
3Y annualised
+1.23% 1D
NAV: 09 Oct '26
₹102.09
Min. for SIP
₹100
Fund size (AUM)
₹4,615.09 Cr
Expense ratio
0.67%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,758 | -2.07% | |
| 3 years | ₹1,80,000 | ₹1,91,717 | +6.51% | |
| 5 years | ₹3,00,000 | ₹3,93,477 | +31.16% | |
| 10 years | ₹6,00,000 | ₹13,15,091 | +119.18% |
Holdings (94)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 4.77% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 2.56% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 2.49% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 2.41% |
| Phoenix Mills Ltd | Real Estate | Equity | 2.11% |
| The Federal Bank Ltd | Financial | Equity | 2.07% |
| State Bank of India | Financial | Equity | 2.03% |
| Zomato Ltd | Technology | Equity | 2.00% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.93% |
| Ashok Leyland Ltd | Industrials | Equity | 1.81% |
| ICICI Bank Ltd | Financial | Equity | 1.74% |
| Edelweiss Bond Fund Direct-Growth | Unspecified | Mutual Fund | 1.63% |
| Solar Industries India Ltd | Materials | Equity | 1.51% |
| Coforge Ltd | Technology | Equity | 1.48% |
| APL Apollo Tubes Ltd | Industrials | Equity | 1.41% |
| Sundaram Finance Ltd | Financial | Equity | 1.40% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.36% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 1.35% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.33% |
| Persistent Systems Ltd | Technology | Equity | 1.32% |
| L&T Finance Holdings Ltd | Financial | Equity | 1.32% |
| Ipca Laboratories Ltd | Healthcare | Equity | 1.31% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 1.30% |
| Axis Bank Ltd | Financial | Equity | 1.27% |
| Bharti Airtel Ltd | Technology | Equity | 1.27% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 1.25% |
| Bharat Electronics Ltd | Industrials | Equity | 1.25% |
| Others CBLO | Unspecified | CBLO | 1.23% |
| Power Mech Projects Ltd | Industrials | Equity | 1.23% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 1.23% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 1.23% |
| Max Financial Services Ltd | Financial | Equity | 1.17% |
| Infosys Ltd | Technology | Equity | 1.16% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.16% |
| Schaeffler India Ltd | Industrials | Equity | 1.15% |
| Mankind Pharma Ltd. | Healthcare | Equity | 1.13% |
| Coal India Ltd | Materials | Equity | 1.10% |
| JK Cement Ltd | Materials | Equity | 1.07% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 1.06% |
| Asian Paints Ltd | Materials | Equity | 1.02% |
| JSW Energy Ltd | Energy & Utilities | Equity | 1.01% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.99% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 0.98% |
| Trent Ltd | Consumer Discretionary | Equity | 0.98% |
| TBO Tek Ltd. | Consumer Discretionary | Equity | 0.97% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 0.96% |
| Mphasis Ltd | Technology | Equity | 0.93% |
| Kei Industries Ltd | Industrials | Equity | 0.93% |
| Indian Bank | Financial | Equity | 0.92% |
| Aether Industries Ltd | Materials | Equity | 0.92% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 0.89% |
| JSW Steel Ltd | Materials | Equity | 0.89% |
| Tech Mahindra Ltd | Technology | Equity | 0.89% |
| Cochin Shipyard Ltd | Industrials | Equity | 0.89% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 0.88% |
| Indus Towers Ltd | Technology | Equity | 0.88% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.87% |
| Century Plyboards (India) Ltd | Materials | Equity | 0.85% |
| Cummins India Ltd | Industrials | Equity | 0.82% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 0.82% |
| HDFC Asset Management Company Ltd | Financial | Equity | 0.81% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 0.79% |
| CreditAccess Grameen Ltd | Financial | Equity | 0.78% |
| Fortis Healthcare Ltd | Healthcare | Equity | 0.78% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.77% |
| United Spirits Ltd | Consumer Staples | Equity | 0.74% |
| PB Fintech Ltd | Financial | Equity | 0.74% |
| NTPC Ltd | Energy & Utilities | Equity | 0.73% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 0.73% |
| Tata Steel Ltd | Materials | Equity | 0.70% |
| Amber Enterprises India Ltd | Consumer Discretionary | Equity | 0.70% |
| Blue Star Ltd | Industrials | Equity | 0.67% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 0.67% |
| Divi's Laboratories Ltd | Healthcare | Equity | 0.64% |
| Aditya Birla Sun Life AMC Ltd | Financial | Equity | 0.64% |
| Sumitomo Chemical India Ltd | Materials | Equity | 0.64% |
| LTIMindtree Ltd | Technology | Equity | 0.62% |
| Bharat Dynamics Ltd | Industrials | Equity | 0.61% |
| Triveni Turbine Ltd | Industrials | Equity | 0.59% |
| Metro Brands Ltd | Consumer Discretionary | Equity | 0.58% |
| City Union Bank Ltd | Financial | Equity | 0.58% |
| CarTrade Tech Ltd | Consumer Discretionary | Equity | 0.54% |
| NTPC Green Energy Ltd. | Energy & Utilities | Equity | 0.53% |
| Shriram Pistons & Rings Ltd | Consumer Discretionary | Equity | 0.52% |
| Welspun Corp Ltd | Materials | Equity | 0.52% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 0.47% |
| Birlasoft Ltd | Technology | Equity | 0.47% |
| Bharti Hexacom Ltd. | Technology | Equity | 0.37% |
| HCL Technologies Ltd | Technology | Equity | 0.37% |
| Jubilant Ingrevia Ltd | Materials | Equity | 0.35% |
| Laurus Labs Ltd | Healthcare | Equity | 0.26% |
| National Aluminium Company Ltd | Materials | Equity | 0.26% |
| Cash | Unspecified | Cash | 0.00% |
| Net Payables | Unspecified | Net Payables | -0.06% |
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 | +13.2% | +11.4% | +14.8% | +15.3% |
| Category average (Equity Large & MidCap) | +11.6% | +10.5% | +13.7% | +15.3% |
| Rank (Equity Large & MidCap) | 11 | 11 | 4 | -- |
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) | |
|---|---|---|---|---|
 | +3.47% | +21.36% | 12,199.57 | |
 | +4.26% | +20.94% | 19,832.31 | |
 | +0.23% | +16.63% | 21,020.49 | |
 | -4.23% | +13.54% | 7,410.60 | |
 | -5.64% | +13.31% | 31,628.19 | |
| Compare | ||||
Fund management
TBTrideep BhattacharyaOct 2021 - PresentView details
TB
Trideep Bhattacharya
Oct 2021 - Present
View details
SKSumanta KhanApr 2024 - PresentView details
SK
Sumanta Khan
Apr 2024 - Present
View details
ASAshish SoodAug 2026 - PresentView details
AS
Ashish Sood
Aug 2026 - 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 ₹1,78,987 Cr and the Latest NAV as of 09 Oct 2026 is ₹102.09.
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₹1,78,986.64 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,