Name: Edelweiss Large & Mid Cap Fund Regular Growth
Brand: Edelweiss Mutual Fund

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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%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: 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 consCategory: Equity Large & MidCap
ProsAge 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
ConsHigher expense ratio - 2.36%
10Y Returns are lower than the category average returns
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 2.36%Inclusive of GST
Exit loadExit load of 1% if redeemed within 12 months
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹500
Min. for SIP₹1,000
Fund managementHarshad Patwardhan
Apr 2007 - Present
View Details
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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.
Also manages these schemes
Edelweiss Long Term Equity Fund (Tax Savings) Regular Growth
Edelweiss Long Term Equity Fund (Tax Savings) Regular IDCW
Edelweiss Long Term Equity Fund (Tax Savings) Direct IDCW
Edelweiss Long Term Equity Fund (Tax Savings) Direct Growth
Edelweiss Large & Mid Cap Fund Regular Growth
Edelweiss Large & Mid Cap Fund Regular IDCW
Edelweiss Large & Mid Cap Direct Plan IDCW
Edelweiss Large & Mid Cap Direct Plan Growth
Edelweiss Mid Cap Fund Regular Growth
Edelweiss Mid Cap Fund Regular IDCW
Edelweiss Mid Cap Direct Plan IDCW
Edelweiss Mid Cap Direct Plan Growth
Edelweiss Tax Advantage Fund Regular Growth
Edelweiss Tax Advantage Fund Regular IDCW
Edelweiss Tax Advantage Direct Plan IDCW
Edelweiss Tax Advantage Direct Plan Growth
Edelweiss Flexi Cap Fund Direct Growth
Edelweiss Flexi Cap Fund Direct IDCW
Edelweiss Flexi Cap Fund Regular Growth
Edelweiss Flexi Cap Fund Regular IDCW
Edelweiss Small Cap Fund Regular Growth
Edelweiss Small Cap Fund Regular IDCW
Edelweiss Small Cap Fund Direct Growth
Edelweiss Small Cap Fund Direct IDCW
Fund house & investment objective
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Edelweiss Mutual Fund
Rank (total assets)#15 in India
Total AUM45,403.24 Cr
Date of Incorporation30 Apr 2008
Edelweiss Large & Mid Cap Fund Regular Growth is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to inve
Edelweiss Large & Mid Cap Fund Regular Growth is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008. Harshad Patwardhan is the Current Fund Manager of Edelweiss Large & Mid Cap Fund Regular Growth fund. The fund currently has an Asset Under Management(AUM) of ₹45,403 Cr and the Latest NAV as of 05 Aug 2021 is ₹50.00.
The Edelweiss Large & Mid Cap Fund Regular Growth is rated Very High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 12 months...Read more
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 securiti
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.
...Read more
Fund benchmarkNIFTY Large Midcap 250 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Tower 3, Wing B, Ground Floor, Kohinoor City Mall, Kohinoor City, Kirol Road, Kurla(W), Mumbai 400070
Phone
+91 22 40979900
Launch Date
30 Apr 2008
E-mail
[email protected]
Website
NA
Edelweiss Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
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Edelweiss Large & Mid Cap Fund Regular Growth
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	1Y	3Y	5Y	All
Fund returns	60.4%	16.1%	15.7%	12.0%
Category average	59.0%	15.2%	14.8%	NA
Rank with in category	16	7	5	NA

Name	Sector	Instrument	Assets
Infosys Ltd.	Technology	Equity	5.6%
ICICI Bank Ltd.	Financial	Equity	5.3%
HDFC Bank Ltd.	Financial	Equity	4.5%
State Bank of India	Financial	Equity	3.8%
Reliance Industries Ltd.	Energy	Equity	2.9%
Axis Bank Ltd.	Financial	Equity	2.8%
Gujarat Gas Ltd.	Energy	Equity	2.5%
HCL Technologies Ltd.	Technology	Equity	2.5%
Mphasis Ltd.	Technology	Equity	2.4%
SRF Ltd.	Diversified	Equity	2.3%

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

Rating	4
Fund Size	₹833.22 Cr

Rank (total assets)	#15 in India
Total AUM	45,403.24 Cr