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Edelweiss Large & Mid Cap Direct Plan Growth
Equity
Large & MidCap
Very High Risk
+19.48%
3Y annualised
-2.00% 1D
NAV: 20 Jan '26
₹102.87
Min. SIP amount
₹100
Fund size
₹4,516.91 Cr
Expense ratio
0.42%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,193 | +3.65% | |
| 3 years | ₹1,80,000 | ₹2,19,294 | +21.83% | |
| 5 years | ₹3,00,000 | ₹4,40,935 | +46.98% | |
| 10 years | ₹6,00,000 | ₹14,69,550 | +144.92% |
Holdings (92)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.24% |
| Reliance Industries Ltd. | Energy | Equity | 3.18% |
| The Federal Bank Ltd. | Financial | Equity | 2.15% |
| Bharti Airtel Ltd. | Communication | Equity | 2.13% |
| State Bank of India | Financial | Equity | 2.13% |
| Infosys Ltd. | Technology | Equity | 1.92% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.86% |
| ICICI Bank Ltd. | Financial | Equity | 1.81% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.71% |
| Persistent Systems Ltd. | Technology | Equity | 1.60% |
| Indian Bank | Financial | Equity | 1.60% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.54% |
| ITC Ltd. | Consumer Staples | Equity | 1.53% |
| Ashok Leyland Ltd. | Automobile | Equity | 1.52% |
| UNO Minda Ltd. | Automobile | Equity | 1.51% |
| Shriram Finance Ltd | Financial | Equity | 1.47% |
| Max Financial Services Ltd. | Financial | Equity | 1.46% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.43% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.41% |
| Cummins India Ltd. | Capital Goods | Equity | 1.41% |
| Lupin Ltd. | Healthcare | Equity | 1.39% |
| Sundaram Finance Ltd. | Financial | Equity | 1.38% |
| Ather Energy Ltd. | Automobile | Equity | 1.35% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.32% |
| PB Fintech Ltd. | Services | Equity | 1.29% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 1.28% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.26% |
| Eternal Ltd. | Services | Equity | 1.26% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.25% |
| Mphasis Ltd. | Technology | Equity | 1.23% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.22% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.22% |
| Muthoot Finance Ltd. | Financial | Equity | 1.20% |
| Coforge Ltd. | Technology | Equity | 1.20% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.15% |
| Bank Of Baroda | Financial | Equity | 1.11% |
| Can Fin Homes Ltd. | Financial | Equity | 1.09% |
| Century Plyboards (India) Ltd. | Consumer Staples | Equity | 1.06% |
| Coal India Ltd. | Energy | Equity | 1.05% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.03% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.00% |
| Aether Industries Ltd. | Chemicals | Equity | 0.99% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 0.97% |
| Solar Industries India Ltd. | Chemicals | Equity | 0.96% |
| Kei Industries Ltd. | Capital Goods | Equity | 0.95% |
| Tech Mahindra Ltd. | Technology | Equity | 0.95% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 0.95% |
| LTIMindtree Ltd. | Technology | Equity | 0.94% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 0.93% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.93% |
| Metro Brands Ltd. | Consumer Staples | Equity | 0.90% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.90% |
| KFin Technologies Ltd. | Financial | Equity | 0.90% |
| Axis Bank Ltd. | Financial | Equity | 0.87% |
| JSW Steel Ltd. | Metals & Mining | Equity | 0.85% |
| SRF Ltd. | Chemicals | Equity | 0.84% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.84% |
| Bharat Dynamics Ltd. | Capital Goods | Equity | 0.82% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.82% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.79% |
| JSW Energy Ltd. | Capital Goods | Equity | 0.79% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.77% |
| Birlasoft Ltd. | Technology | Equity | 0.77% |
| JK Cement Ltd. | Construction | Equity | 0.76% |
| NTPC Ltd. | Energy | Equity | 0.76% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.71% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 0.70% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.69% |
| Asian Paints Ltd. | Chemicals | Equity | 0.68% |
| Power Mech Projects Ltd. | Construction | Equity | 0.65% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.65% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.62% |
| Ultratech Cement Ltd. | Construction | Equity | 0.61% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 0.60% |
| Trent Ltd. | Services | Equity | 0.57% |
| L&T Finance Ltd. | Financial | Equity | 0.56% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.54% |
| Indus Towers Ltd. | Communication | Equity | 0.53% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.50% |
| HCL Technologies Ltd. | Technology | Equity | 0.50% |
| Bharti Hexacom Ltd. | Communication | Equity | 0.48% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.45% |
| ITC Hotels Ltd. | Services | Equity | 0.44% |
| Triveni Turbine Ltd. | Construction | Equity | 0.40% |
| Jubilant Ingrevia Ltd. | Chemicals | Equity | 0.39% |
| Titagarh Rail Systems Ltd. | Automobile | Equity | 0.38% |
| TBO Tek Ltd. | Services | Equity | 0.35% |
| CreditAccess Grameen Ltd. | Financial | Equity | 0.33% |
| GMM Pfaudler Ltd. | Capital Goods | Equity | 0.30% |
| NTPC Green Energy Ltd. | Energy | Equity | 0.22% |
| Pine Labs Ltd. | Financial | Equity | 0.11% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.01% |
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 | +19.5% | +18.1% | +17.2% | +16.3% |
| Category average (Equity Large & MidCap) | +17.5% | +18.0% | +14.7% | -- |
| Rank (Equity Large & MidCap) | 11 | 11 | 8 | -- |
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 | -2.64% | +24.19% | 15,055.38 | |
Bandhan Large & Mid Cap Fund Direct Growth | +9.42% | +23.56% | 13,635.77 | |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | +10.49% | +21.07% | 27,744.57 | |
Nippon India Vision Large & Mid Cap Direct Growth | +5.52% | +20.64% | 6,896.30 | |
SBI Large & Midcap Fund Direct Plan Growth | +10.94% | +18.45% | 37,443.21 | |
| 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
RKRaj KoradiaAug 2024 - PresentView details
RK
Raj Koradia
Aug 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 ₹1,68,087 Cr and the Latest NAV as of 20 Jan 2026 is ₹102.87.
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₹1,68,086.73 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,