Edelweiss Large & Mid Cap Fund Regular Growth+0.28%

3Groww
10.26%
1 Year Return
Equity
Large & Mid Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Edelweiss Large & Mid Cap Fund Regular Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.47%
NAV32.43 (12 Dec 2019)
Fund Started14 Jun 2007
Fund Size489 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Edelweiss Large & Mid Cap Fund Regular Growth
10.3%
12.9%
8.8%
9.9%
Category Average
-1.6%
6.9%
8.8%
-
Rank within category
8
6
11
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 10.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark
    6. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity7.7%
    ICICI Bank Ltd.FinancialEquity7.2%
    Reliance Industries Ltd.EnergyEquity4.6%
    Larsen & Toubro Ltd.ConstructionEquity3.6%
    Axis Bank Ltd.FinancialEquity3.5%
    Infosys Ltd.TechnologyEquity3.0%
    Hindustan Unilever Ltd.FMCGEquity3.0%
    State Bank of IndiaFinancialEquity2.8%
    Bajaj Finance Ltd.FinancialEquity2.5%
    Kotak Mahindra Bank Ltd.FinancialEquity2.3%
    See All

    Fund Managers

    addHarshad Patwardhan
    Education
    Mr. Patwardhan is B.Tech from IIT, MBA from IIM and CFA.
    Experience
    Prior to joining Edelweiss AMC, he was associated with JPMorgan Asset Management India Private Limited since June 2006 as CIO-Equities. Prior to that Mr. Patwardhan worked for two years with Deutsche Equities India Private Limited as a senior research analyst and has had extensive experience with several foreign brokerage houses covering a variety of sectors.
    Funds Managed

    Other Details

    Edelweiss Large & Mid Cap Fund Regular Growth is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was introduced to investors on 14 Jun 2007. Harshad Patwardhan is the Current Fund Manager of Edelweiss Large & Mid Cap Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹489 Cr and the Latest NAV as of 12 Dec 2019 is ₹32.43.

    The Edelweiss Large & Mid Cap Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 12 months.

    Investment Objective

    The investment objective of the Scheme is to generate income and long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities including equity derivatives.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed within 12 months
    Exit Load

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    About Edelweiss Mutual Fund

    Address
    Tower 3, Wing B, Ground Floor, Kohinoor City Mall, Kohinoor City, Kirol Road, Kurla(W), Mumbai 400070
    Phone
    +91 22 40979900
    Launch Date
    29 Apr 2008
    Edelweiss Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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