Edelweiss Large Cap Fund Direct Growth

Equity
Large Cap
Very High Risk
27.05%
3Y annualised
+0.87% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Mar 2023₹60.41
Min. SIP amount₹100
Rating4
Fund size₹399.36Cr

Return calculator

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

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.8%27.1%12.8%13.6%
Category average-1.8%25.0%10.7%NA
Rank with in category5116NA
Understand terms

Holdings (64)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity7.4%
Reliance Industries Ltd.EnergyEquity6.2%
HDFC Bank Ltd.FinancialEquity5.5%
Infosys Ltd.TechnologyEquity5.4%
ITC Ltd.Consumer StaplesEquity5.3%
Larsen & Toubro Ltd.ConstructionEquity4.6%
Axis Bank Ltd.FinancialEquity3.9%
Housing Development Finance Corporation Ltd.FinancialEquity3.8%
Bajaj Finance Ltd.FinancialEquity3.4%
State Bank of IndiaFinancialEquity3.1%
See All

Expense ratio, exit load and tax

Expense ratio: 0.93%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 365 days

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 terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹500
Min. for SIP₹100

Fund management

Bhavesh Jain
Oct 2021 - Present
View details

Education
Mr. Jain is a MMS (Finance) from Mumbai University.
Experience
Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Also manages these schemes

Bharat Lahoti
May 2017 - Present
View details

Education
Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
Experience
Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
801- 802 & 803 - 8th Floor,Windsor Off C.S.T. Road,Kalina-Santacruz (E), Mumbai 400098
Phone
40933400 / 1800-425-0090
Launch Date
30 Apr 2008
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,

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