| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 0.91% |
| NAV | ₹36.56 (23 Oct 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹517 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 6.0% |
| Infosys Ltd. | Technology | Equity | 5.7% |
| HDFC Bank Ltd. | Financial | Equity | 5.5% |
| ICICI Bank Ltd. | Financial | Equity | 4.2% |
| PI Industries Ltd. | Chemicals | Equity | 2.8% |
| Bharti Airtel Ltd. | Communication | Equity | 2.6% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 2.5% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 2.5% |
| Mphasis Ltd. | Technology | Equity | 2.4% |
| Jubilant FoodWorks Ltd. | Services | Equity | 2.3% |
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 ₹517 Cr and the Latest NAV as of 23 Oct 2020 is ₹36.56.
The Edelweiss Large & Mid Cap Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 12 months
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.
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.