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Edelweiss Large & Mid Cap Fund Regular Growth

Equity
Large & MidCap
Very High Risk
60.37%
1Y return
-0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Aug 2021₹50.00
Min. SIP Amount₹1,000
Rating4star
Fund Size₹833.22 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns60.4%16.1%15.7%12.0%
Category average59.0%15.2%14.8%NA
Rank with in category1675NA
Understand termsinfo

Holdings (65)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity5.6%
ICICI Bank Ltd.FinancialEquity5.3%
HDFC Bank Ltd.FinancialEquity4.5%
State Bank of India
FinancialEquity3.8%
Reliance Industries Ltd.EnergyEquity2.9%
Axis Bank Ltd.FinancialEquity2.8%
Gujarat Gas Ltd.EnergyEquity2.5%
HCL Technologies Ltd.TechnologyEquity2.5%
Mphasis Ltd.TechnologyEquity2.4%
SRF Ltd.DiversifiedEquity2.3%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

  • Age is more than 10 years
  • 1Y Returns are higher than the category average returns
  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns

Cons

  • Higher expense ratio - 2.36%
  • 10Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.36%

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 termsinfo

Minimum investment amounts

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

Fund management

Harshad Patwardhan
Apr 2007 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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