Edelweiss Large Cap Fund Direct Growth+0.48%

4
-7.00%
1 Year Return
Equity
Large Cap
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Edelweiss Large Cap Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.59%
NAV35.72 (03 Jul 2020)
Fund Started08 Jan 2013
Fund Size162 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Edelweiss Large Cap Fund Direct Growth
-7.0%
5.1%
5.8%
11.0%
Category Average
-16.9%
0.9%
7.0%
-
Rank within category
23
9
22
-
*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 -7.0% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 0.59%
    2. 1Y Returns are higher than the category average returns
    3. 3Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity7.2%
    Housing Development Finance Corpn. Ltd.FinancialEquity5.3%
    ITC Ltd.FMCGEquity5.1%
    Infosys Ltd.TechnologyEquity4.4%
    HCL Technologies Ltd.TechnologyEquity4.1%
    ICICI Bank Ltd.FinancialEquity3.6%
    Hindustan Unilever Ltd.FMCGEquity3.6%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity3.0%
    Tata Consultancy Services Ltd.TechnologyEquity2.5%
    Ultratech Cement Ltd.ConstructionEquity2.2%
    See All

    Fund Managers

    addBharat Lahoti
    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.
    Funds Managed
    addHardik Verma
    Education
    Mr. Verma is MBA & has done CFA Level 3.
    Experience
    Prior to joining Edelweiss Mutual Fund, he has worked with ICICI Securities.
    Funds Managed

    Edelweiss Large Cap Fund Direct Growth Details

    Edelweiss Large Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 08 Jan 2013. Bharat Lahoti is the Current Fund Manager of Edelweiss Large Cap Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹162 Cr and the Latest NAV as of 03 Jul 2020 is ₹35.72.

    The Edelweiss Large Cap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 365 days

    Investment Objective

    The primary objective of the scheme is to generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of the 100 largest corporates by market capitalisation, listed in India. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

    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 365 days
    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
    30 Apr 2008
    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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