How to Invest in Edelweiss Large Cap Fund Plan B IDCW?

You can easily invest in Edelweiss Large Cap Fund Plan B IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Edelweiss Large Cap Fund Plan B IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Edelweiss Large Cap Fund Plan B IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Edelweiss Large Cap Fund Plan B IDCW provide?

The Edelweiss Large Cap Fund Plan B IDCW has been there from 20 May 2009 and the average annual returns provided by this fund is -2.35% since its inception.

How much expense ratio is charged by Edelweiss Large Cap Fund Plan B IDCW?

The term Expense Ratio used for Edelweiss Large Cap Fund Plan B IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Edelweiss Large Cap Fund Plan B IDCW is 2.02% as of 21 Sep 2025...

What is the AUM of Edelweiss Large Cap Fund Plan B IDCW?

The AUM, short for Assets Under Management of Edelweiss Large Cap Fund Plan B IDCW is ₹1,286.66Cr as of 21 Sep 2025.

How to Redeem Edelweiss Large Cap Fund Plan B IDCW?

If you want to sell your Edelweiss Large Cap Fund Plan B IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Edelweiss Large Cap Fund Plan B IDCW?

You can select either SIP or Lumpsum investment of Edelweiss Large Cap Fund Plan B IDCW based on your investment objective and risk tolerance.

What is the NAV of Edelweiss Large Cap Fund Plan B IDCW?

The NAV of Edelweiss Large Cap Fund Plan B IDCW is ₹86.61 as of 19 Sep 2025.

What is the PE and PB ratio of Edelweiss Large Cap Fund Plan B IDCW?

The PE ratio ratio of Edelweiss Large Cap Fund Plan B IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Edelweiss Large Cap Fund Plan B IDCW - NAV, Mutual Fund Performance & Portfolio

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Edelweiss Large Cap Fund Plan B IDCW
Equity
Large Cap
Very High Risk
Payout
+15.70%
3Y annualised
-0.23% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 19 Sep 2025
₹86.61
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹1,286.66Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (77)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity7.49%
HDFC Bank Ltd.
FinancialEquity6.99%
Reliance Industries Ltd.
EnergyEquity6.43%
Larsen & Toubro Ltd.
ConstructionEquity3.80%
Axis Bank Ltd.
FinancialEquity2.95%
Bharti Airtel Ltd.
CommunicationEquity2.89%
HCL Technologies Ltd.
TechnologyEquity2.60%
HDFC Life Insurance Co Ltd.
InsuranceEquity2.56%
ITC Ltd.
Consumer StaplesEquity2.54%
Mahindra & Mahindra Ltd.
AutomobileEquity2.38%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity2.13%
Apollo Hospitals Enterprise Ltd.
HealthcareEquity2.12%
Bajaj Finance Ltd.
FinancialEquity1.92%
Infosys Ltd.
TechnologyEquity1.89%
Ultratech Cement Ltd.
ConstructionEquity1.74%
State Bank of India
FinancialEquity1.59%
NTPC Ltd.
EnergyEquity1.57%
Muthoot Finance Ltd.
FinancialEquity1.49%
Maruti Suzuki India Ltd.
AutomobileEquity1.45%
Bharat Electronics Ltd.
Capital GoodsEquity1.44%
Eternal Ltd.
ServicesEquity1.23%
Tata Consultancy Services Ltd.
TechnologyEquity1.22%
Lupin Ltd.
HealthcareEquity1.20%
Hindustan Unilever Ltd.
Consumer StaplesEquity1.18%
Kotak Mahindra Bank Ltd.
FinancialEquity1.17%
Torrent Pharmaceuticals Ltd.
HealthcareEquity1.12%
SBI Life Insurance Company Ltd.
InsuranceEquity1.07%
The Indian Hotels Company Ltd.
ServicesEquity1.02%
Britannia Industries Ltd.
Consumer StaplesEquity1.00%
GE Vernova T&D India Ltd.
Capital GoodsEquity0.99%
United Spirits Ltd.
Consumer StaplesEquity0.98%
AU Small Finance Bank Ltd.
FinancialEquity0.98%
Hyundai Motor India Ltd.
AutomobileEquity0.91%
HDB Financial Services Ltd.
FinancialEquity0.89%
Hero Motocorp Ltd.
AutomobileFutures0.88%
TVS Motor Company Ltd.
AutomobileEquity0.87%
Pidilite Industries Ltd.
ChemicalsEquity0.87%
Divi's Laboratories Ltd.
HealthcareEquity0.83%
Interglobe Aviation Ltd.
ServicesEquity0.83%
Asian Paints Ltd.
ChemicalsEquity0.82%
Hindalco Industries Ltd.
Metals & MiningEquity0.81%
Oil And Natural Gas Corporation Ltd.
EnergyEquity0.79%
Cipla Ltd.
HealthcareEquity0.78%
Tata Power Company Ltd.
EnergyEquity0.78%
Schaeffler India Ltd.
Capital GoodsEquity0.77%
Samvardhana Motherson International Ltd.
AutomobileEquity0.76%
BSE Ltd.
ServicesEquity0.71%
Page Industries Ltd.
TextilesFutures0.71%
Indian Railway Catering & Tourism Corporation Ltd.
ServicesEquity0.66%
Tata Consumer Products Ltd.
Consumer StaplesEquity0.65%
Solar Industries India Ltd.
ChemicalsEquity0.63%
Persistent Systems Ltd.
TechnologyEquity0.63%
Tata Motors Ltd.
AutomobileEquity0.61%
Indian Bank
FinancialEquity0.61%
Mphasis Ltd.
TechnologyEquity0.61%
Unimech Aerospace And Manufacturing Ltd.
Capital GoodsEquity0.60%
Cholamandalam Investment and Finance Company Ltd.
FinancialEquity0.59%
Power Grid Corporation Of India Ltd.
EnergyEquity0.54%
Fortis Healthcare Ltd.
HealthcareEquity0.52%
Dr. Reddy's Laboratories Ltd.
HealthcareFutures0.52%
Max Healthcare Institute Ltd.
HealthcareEquity0.49%
Bosch Ltd.
AutomobileEquity0.49%
Bharat Petroleum Corporation Ltd.
EnergyEquity0.48%
Avenue Supermarts Ltd.
ServicesFutures0.48%
Suzlon Energy Ltd.
Capital GoodsEquity0.48%
Tata Steel Ltd.
Metals & MiningEquity0.48%
HDFC Asset Management Company Ltd.
FinancialEquity0.44%
Zydus Lifesciences Ltd.
HealthcareEquity0.42%
Abbott India Ltd.
HealthcareEquity0.42%
Reserve Bank of India
FinancialT-Bills0.39%
Avenue Supermarts Ltd.
ServicesEquity0.38%
Bharti Hexacom Ltd.
CommunicationEquity0.37%
Dr. Reddy's Laboratories Ltd.
HealthcareEquity0.24%
Reserve Bank of India
FinancialT-Bills0.15%
TVS Motor Company Ltd - Pref. Shares
AutomobilePref. Shares0.01%
Hero Motocorp Ltd.
AutomobileEquity0.00%
Page Industries Ltd.
TextilesEquity0.00%
See All
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
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 Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-2.4%15.7%18.2%14.0%
Category average-1.3%14.9%18.9%NA
Rank with in categoryNANANANA
Understand terms
Peer ComparisonEquity, Large Cap fundsRating1Y3YFund Size(Cr)
Nippon India Large Cap Fund IDCW
5
3.6%20.0%45,012.18
ICICI Prudential Large Cap Fund IDCW
5
1.7%18.8%71,839.85
DSP Large Cap Fund IDCW
5
1.0%17.9%6,397.58
HDFC Large Cap Fund IDCW
5
-2.5%16.6%37,659.18
Nippon India Large Cap Fund Bonus
5
NANA45,012.18
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. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Mar 2020 - Present
2.02%
31 Mar 2019 - 31 Mar 2020
1.58%
30 Sep 2018 - 31 Mar 2019
1.38%
31 Mar 2018 - 30 Sep 2018
1.38%
31 Dec 2017 - 31 Mar 2018
1.30%
30 Nov 2017 - 31 Dec 2017
1.30%
31 Oct 2017 - 30 Nov 2017
1.30%
Expense ratio, exit load and taxExpense ratio: 2.02%Inclusive of GST
Exit loadExit load of 1% if redeemed within 365 days
Stamp duty0.005% (from July 1st, 2020)
Tax implicationIf you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Understand terms
Check past data
Fund managementBhavesh 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
Edelweiss Large Cap Fund Plan B Growth
Edelweiss Large Cap Fund Plan C Growth
Edelweiss Large Cap Fund Growth
Edelweiss Balanced Advantage Fund Growth
Edelweiss ETF - Nifty 50
Edelweiss Exchange Traded Fund Nifty Bank
Edelweiss Nifty 100 Quality 30 Index Fund Growth
Edelweiss Greater China Equity Off shore Fund Growth
Edelweiss ASEAN Equity Off Shore Fund Growth
Edelweiss US Value Equity Offshore Fund Growth
Edelweiss Europe Dynamic Equity Offshore Fund Growth
Edelweiss Emerging Markets Opportunities Equity Offshore Fund Growth
Edelweiss Equity Savings Fund Growth
Edelweiss Recently Listed IPO Fund Growth
Edelweiss US Technology Equity FoF Growth
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Growth
Edelweiss NIFTY Large Mid Cap 250 Index Fund Growth
Edelweiss Gold and Silver ETF FoF Growth
Edelweiss Nifty Smallcap 250 Index Fund Growth
Edelweiss Nifty Next 50 Index Fund Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth
Edelweiss Nifty Bank ETF Growth
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Growth
Edelweiss BSE Capital Markets & Insurance ETF Growth
Edelweiss BSE Internet Economy Index Fund Growth
Edelweiss Income Plus Arbitrage Active FoF Growth
Edelweiss Multi Asset Omni FoF Growth
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
Edelweiss Large Cap Fund Plan B Growth
Edelweiss Large Cap Fund Plan C Growth
Edelweiss Large Cap Fund Growth
Edelweiss Balanced Advantage Fund Growth
Edelweiss ETF - Nifty 50
Edelweiss Exchange Traded Fund Nifty Bank
Edelweiss Nifty 100 Quality 30 Index Fund Growth
Edelweiss Greater China Equity Off shore Fund Growth
Edelweiss ASEAN Equity Off Shore Fund Growth
Edelweiss US Value Equity Offshore Fund Growth
Edelweiss Europe Dynamic Equity Offshore Fund Growth
Edelweiss Emerging Markets Opportunities Equity Offshore Fund Growth
Edelweiss Recently Listed IPO Fund Growth
Edelweiss US Technology Equity FoF Growth
Edelweiss Gold and Silver ETF FoF Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Growth
Edelweiss BSE Internet Economy Index Fund Growth
Edelweiss Income Plus Arbitrage Active FoF Growth
Edelweiss Multi Asset Omni FoF Growth
Fund house & investment objective
Edelweiss Mutual Fund
Rank (total assets)#15 in India
Total AUM₹1,58,255.81Cr
Date of Incorporation30 Apr 2008
    Edelweiss Large Cap Fund Plan B IDCW is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund.     This scheme was made available to investors on 30 Apr 2008.     Bharat Lahoti is the Current Fund Manager of Edelweiss Large Cap Fund Plan B IDCW fund.     The fund currently has an Asset Under Management(AUM) of ₹1,58,256 Cr and     the Latest NAV as of 19 Sep 2025 is ₹86.61.  

    The Edelweiss Large Cap Fund Plan B IDCW is rated Very High risk.     Minimum SIP Investment is set to ₹500.          Exit load of 1% if redeemed within 365 days
  ;
Investment ObjectiveThe scheme seeks to provide capital appreciation from a portfolio that is predominantly consisting equity and equity related securities of the 100 largest corporates by market capitalization listed in India. 
 
;
Fund benchmarkNIFTY 100 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
Edelweiss HouseOff C.S.T. Road,Kalina Mumbai 400098
Phone
+91 22 4093 3400
Launch Date
30 Apr 2008
E-mail
NA
Website
www.edelweissmf.com
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
Compare funds
Edelweiss Large Cap Fund Plan B IDCW
VS
Add mutual fund to compare

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	7.49%
HDFC Bank Ltd.	Financial	Equity	6.99%
Reliance Industries Ltd.	Energy	Equity	6.43%
Larsen & Toubro Ltd.	Construction	Equity	3.80%
Axis Bank Ltd.	Financial	Equity	2.95%
Bharti Airtel Ltd.	Communication	Equity	2.89%
HCL Technologies Ltd.	Technology	Equity	2.60%
HDFC Life Insurance Co Ltd.	Insurance	Equity	2.56%
ITC Ltd.	Consumer Staples	Equity	2.54%
Mahindra & Mahindra Ltd.	Automobile	Equity	2.38%
Sun Pharmaceutical Industries Ltd.	Healthcare	Equity	2.13%
Apollo Hospitals Enterprise Ltd.	Healthcare	Equity	2.12%
Bajaj Finance Ltd.	Financial	Equity	1.92%
Infosys Ltd.	Technology	Equity	1.89%
Ultratech Cement Ltd.	Construction	Equity	1.74%
State Bank of India	Financial	Equity	1.59%
NTPC Ltd.	Energy	Equity	1.57%
Muthoot Finance Ltd.	Financial	Equity	1.49%
Maruti Suzuki India Ltd.	Automobile	Equity	1.45%
Bharat Electronics Ltd.	Capital Goods	Equity	1.44%
Eternal Ltd.	Services	Equity	1.23%
Tata Consultancy Services Ltd.	Technology	Equity	1.22%
Lupin Ltd.	Healthcare	Equity	1.20%
Hindustan Unilever Ltd.	Consumer Staples	Equity	1.18%
Kotak Mahindra Bank Ltd.	Financial	Equity	1.17%
Torrent Pharmaceuticals Ltd.	Healthcare	Equity	1.12%
SBI Life Insurance Company Ltd.	Insurance	Equity	1.07%
The Indian Hotels Company Ltd.	Services	Equity	1.02%
Britannia Industries Ltd.	Consumer Staples	Equity	1.00%
GE Vernova T&D India Ltd.	Capital Goods	Equity	0.99%
United Spirits Ltd.	Consumer Staples	Equity	0.98%
AU Small Finance Bank Ltd.	Financial	Equity	0.98%
Hyundai Motor India Ltd.	Automobile	Equity	0.91%
HDB Financial Services Ltd.	Financial	Equity	0.89%
Hero Motocorp Ltd.	Automobile	Futures	0.88%
TVS Motor Company Ltd.	Automobile	Equity	0.87%
Pidilite Industries Ltd.	Chemicals	Equity	0.87%
Divi's Laboratories Ltd.	Healthcare	Equity	0.83%
Interglobe Aviation Ltd.	Services	Equity	0.83%
Asian Paints Ltd.	Chemicals	Equity	0.82%
Hindalco Industries Ltd.	Metals & Mining	Equity	0.81%
Oil And Natural Gas Corporation Ltd.	Energy	Equity	0.79%
Cipla Ltd.	Healthcare	Equity	0.78%
Tata Power Company Ltd.	Energy	Equity	0.78%
Schaeffler India Ltd.	Capital Goods	Equity	0.77%
Samvardhana Motherson International Ltd.	Automobile	Equity	0.76%
BSE Ltd.	Services	Equity	0.71%
Page Industries Ltd.	Textiles	Futures	0.71%
Indian Railway Catering & Tourism Corporation Ltd.	Services	Equity	0.66%
Tata Consumer Products Ltd.	Consumer Staples	Equity	0.65%
Solar Industries India Ltd.	Chemicals	Equity	0.63%
Persistent Systems Ltd.	Technology	Equity	0.63%
Tata Motors Ltd.	Automobile	Equity	0.61%
Indian Bank	Financial	Equity	0.61%
Mphasis Ltd.	Technology	Equity	0.61%
Unimech Aerospace And Manufacturing Ltd.	Capital Goods	Equity	0.60%
Cholamandalam Investment and Finance Company Ltd.	Financial	Equity	0.59%
Power Grid Corporation Of India Ltd.	Energy	Equity	0.54%
Fortis Healthcare Ltd.	Healthcare	Equity	0.52%
Dr. Reddy's Laboratories Ltd.	Healthcare	Futures	0.52%
Max Healthcare Institute Ltd.	Healthcare	Equity	0.49%
Bosch Ltd.	Automobile	Equity	0.49%
Bharat Petroleum Corporation Ltd.	Energy	Equity	0.48%
Avenue Supermarts Ltd.	Services	Futures	0.48%
Suzlon Energy Ltd.	Capital Goods	Equity	0.48%
Tata Steel Ltd.	Metals & Mining	Equity	0.48%
HDFC Asset Management Company Ltd.	Financial	Equity	0.44%
Zydus Lifesciences Ltd.	Healthcare	Equity	0.42%
Abbott India Ltd.	Healthcare	Equity	0.42%
Reserve Bank of India	Financial	T-Bills	0.39%
Avenue Supermarts Ltd.	Services	Equity	0.38%
Bharti Hexacom Ltd.	Communication	Equity	0.37%
Dr. Reddy's Laboratories Ltd.	Healthcare	Equity	0.24%
Reserve Bank of India	Financial	T-Bills	0.15%
TVS Motor Company Ltd - Pref. Shares	Automobile	Pref. Shares	0.01%
Hero Motocorp Ltd.	Automobile	Equity	0.00%
Page Industries Ltd.	Textiles	Equity	0.00%

Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

	1Y	3Y	5Y	All
Fund returns	-2.4%	15.7%	18.2%	14.0%
Category average	-1.3%	14.9%	18.9%	NA
Rank with in category	NA	NA	NA	NA

Equity, Large Cap funds	Rating	1Y	3Y	Fund Size(Cr)
Nippon India Large Cap Fund IDCW	5	3.6%	20.0%	45,012.18
ICICI Prudential Large Cap Fund IDCW	5	1.7%	18.8%	71,839.85
DSP Large Cap Fund IDCW	5	1.0%	17.9%	6,397.58
HDFC Large Cap Fund IDCW	5	-2.5%	16.6%	37,659.18
Nippon India Large Cap Fund Bonus	5	NA	NA	45,012.18

Edelweiss Large Cap Fund Plan B IDCW

Return calculator

Holdings (77)

Minimum investment amounts

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Peer Comparison

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 2.02%

Exit load

Stamp duty

Tax implication

Fund management

Bhavesh JainOct 2021 - PresentView details

Bharat LahotiMay 2017 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Bhavesh Jain
Oct 2021 - Present
View details

Bharat Lahoti
May 2017 - Present
View details