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 17.42% 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 Dec 2024...

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 ₹1,122.58Cr as of 21 Dec 2024.

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 ₹82.12 as of 20 Dec 2024.

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
15.72%
3Y annualised
-1.59% 1D
1M
6M
1Y
3Y
5Y
All
  NAV: 20 Dec 2024₹82.12
Min. SIP amountNot Supported
RatingNA
Fund size₹1,122.58Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
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 returns17.4%15.7%16.4%14.4%
Category average19.1%15.6%16.2%NA
Rank with in categoryNANANANA
Understand terms
Peer ComparisonEquity, Large Cap fundsRating1Y3YFund Size(Cr)
Nippon India Large Cap Fund IDCW
5
22.0%22.0%34,432.09
ICICI Prudential Bluechip Fund IDCW
5
20.4%18.4%66,206.57
JM Large Cap Fund IDCW
5
19.7%17.5%429.06
JM Large Cap Fund IDCW Quarterly
5
19.7%17.5%429.06
Nippon India Large Cap Fund Bonus
5
NANA34,432.09
Holdings (74)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity7.82%
HDFC Bank Ltd.
FinancialEquity7.05%
Larsen & Toubro Ltd.
ConstructionEquity4.11%
Reliance Industries Ltd.
EnergyEquity3.95%
Infosys Ltd.
TechnologyEquity3.49%
ITC Ltd.
Consumer StaplesEquity3.32%
Tata Consultancy Services Ltd.
TechnologyEquity3.29%
Axis Bank Ltd.
FinancialEquity2.85%
NTPC Ltd.
EnergyEquity2.79%
Bajaj Finance Ltd.
FinancialEquity2.77%
Bharti Airtel Ltd.
CommunicationEquity2.71%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity2.67%
State Bank of India
FinancialEquity2.66%
Maruti Suzuki India Ltd.
AutomobileEquity2.47%
HCL Technologies Ltd.
TechnologyEquity2.31%
Kotak Mahindra Bank Ltd.
FinancialEquity1.90%
Cipla Ltd.
HealthcareEquity1.82%
Hero Motocorp Ltd.
AutomobileEquity1.45%
HDFC Life Insurance Co Ltd.
InsuranceEquity1.43%
Tata Motors Ltd.
AutomobileEquity1.22%
Torrent Pharmaceuticals Ltd.
HealthcareEquity1.22%
Mahindra & Mahindra Ltd.
AutomobileEquity1.18%
Britannia Industries Ltd.
Consumer StaplesEquity1.09%
Colgate-Palmolive (India) Ltd.
Consumer StaplesEquity0.97%
Cummins India Ltd.
Capital GoodsEquity0.96%
Ultratech Cement Ltd.
ConstructionEquity0.95%
Bajaj Finserv Ltd.
FinancialEquity0.95%
Bharat Petroleum Corporation Ltd.
EnergyEquity0.92%
Lupin Ltd.
HealthcareEquity0.91%
Zydus Lifesciences Ltd.
HealthcareEquity0.85%
Pidilite Industries Ltd.
ChemicalsEquity0.83%
Kalyan Jewellers India Ltd.
Consumer DiscretionaryEquity0.81%
Divi's Laboratories Ltd.
HealthcareEquity0.81%
United Spirits Ltd.
Consumer StaplesEquity0.79%
CG Power and Industrial Solutions Ltd.
Capital GoodsEquity0.73%
Apollo Hospitals Enterprise Ltd.
HealthcareEquity0.73%
Godrej Consumer Products Ltd.
Consumer StaplesEquity0.73%
UNO Minda Ltd.
AutomobileEquity0.73%
Persistent Systems Ltd.
TechnologyEquity0.71%
Hindalco Industries Ltd.
Metals & MiningEquity0.71%
Mankind Pharma Ltd.
HealthcareEquity0.70%
PI Industries Ltd.
ChemicalsEquity0.70%
KPIT Technologies Ltd.
TechnologyEquity0.70%
Indusind Bank Ltd.
FinancialEquity0.69%
Suzlon Energy Ltd.
Capital GoodsEquity0.67%
Muthoot Finance Ltd.
FinancialEquity0.66%
Waaree Energies Ltd.
EnergyEquity0.65%
Indian Railway Catering & Tourism Corporation Ltd.
ServicesEquity0.65%
Bharat Electronics Ltd.
Capital GoodsEquity0.65%
Tata Steel Ltd.
Metals & MiningEquity0.60%
Coal India Ltd.
EnergyEquity0.60%
HDFC Asset Management Company Ltd.
FinancialEquity0.60%
Bajaj Auto Ltd.
AutomobileEquity0.59%
ICICI Prudential Life Insurance Company Ltd.
InsuranceEquity0.58%
Nippon Life India Asset Management Ltd.
FinancialEquity0.57%
Oil India Ltd.
EnergyEquity0.56%
Zomato Ltd.
ServicesEquity0.56%
Indian Bank
FinancialEquity0.56%
Avenue Supermarts Ltd.
ServicesEquity0.52%
Hindustan Unilever Ltd.
Consumer StaplesEquity0.51%
Indus Towers Ltd.
CommunicationEquity0.50%
BSE Ltd.
ServicesEquity0.49%
ICICI Lombard General Insurance Company Ltd.
InsuranceEquity0.49%
Trent Ltd.
ServicesEquity0.49%
Vedanta Ltd.
Metals & MiningEquity0.46%
Bajaj Housing Finance Ltd.
FinancialEquity0.44%
Aurobindo Pharma Ltd.
HealthcareEquity0.43%
Kross Ltd.
AutomobileEquity0.43%
Abbott India Ltd.
HealthcareEquity0.43%
Oil And Natural Gas Corporation Ltd.
EnergyEquity0.40%
P N Gadgil Jewellers Ltd.
Consumer DiscretionaryEquity0.36%
SBI Life Insurance Company Ltd.
InsuranceEquity0.30%
Reserve Bank of India
FinancialT-Bills0.18%
Kesoram Industries Ltd.
ConstructionEquity0.14%
See All
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
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
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 Balanced Advantage Fund Direct Growth
Edelweiss Large Cap Fund Direct  Growth
Edelweiss Aggressive Hybrid Fund Direct   Growth
Edelweiss Arbitrage Fund Direct Growth
Edelweiss Greater China Equity Off shore Fund Direct Growth
Edelweiss ASEAN Equity Off Shore Fund Direct Growth
Edelweiss US Value Equity Offshore Fund Direct Growth
Edelweiss Europe Dynamic Equity Offshore Fund Direct Growth
Edelweiss Emerging Markets Opportunities Equity Offshore Fund Direct Growth
Edelweiss Equity Savings Fund Direct Growth
Edelweiss Recently Listed IPO Fund Direct Growth
Edelweiss US Technology Equity FoF Direct   Growth
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct   Growth
Edelweiss Nifty 50 Index Fund Direct   Growth
Edelweiss Nifty 100 Quality 30 Index Fund Direct   Growth
Edelweiss NIFTY Large Mid Cap 250 Index Fund Direct   Growth
Edelweiss Gold and Silver ETF FoF Direct   Growth
Edelweiss Nifty Smallcap 250 Index Fund Direct   Growth
Edelweiss Nifty Next 50 Index Fund Direct   Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct   Growth
Edelweiss Multi Asset Allocation Fund Direct   Growth
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Direct 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 Balanced Advantage Fund Direct Growth
Edelweiss Large Cap Fund Direct  Growth
Edelweiss Aggressive Hybrid Fund Direct   Growth
Edelweiss Greater China Equity Off shore Fund Direct Growth
Edelweiss ASEAN Equity Off Shore Fund Direct Growth
Edelweiss US Value Equity Offshore Fund Direct Growth
Edelweiss Europe Dynamic Equity Offshore Fund Direct Growth
Edelweiss Emerging Markets Opportunities Equity Offshore Fund Direct Growth
Edelweiss Equity Savings Fund Direct Growth
Edelweiss Recently Listed IPO Fund Direct Growth
Edelweiss US Technology Equity FoF Direct   Growth
Edelweiss Nifty 50 Index Fund Direct   Growth
Edelweiss Nifty 100 Quality 30 Index Fund Direct   Growth
Edelweiss Gold and Silver ETF FoF Direct   Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct   Growth
Edelweiss Multi Asset Allocation Fund Direct   Growth
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Direct Growth
Fund house & investment objective
Edelweiss Mutual Fund
Rank (total assets)#15 in India
Total AUM₹1,37,526.56Cr
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 ₹1,37,527 Cr and     the Latest NAV as of 20 Dec 2024 is ₹82.12.  

    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
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	1Y	3Y	5Y	All
Fund returns	17.4%	15.7%	16.4%	14.4%
Category average	19.1%	15.6%	16.2%	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	22.0%	22.0%	34,432.09
ICICI Prudential Bluechip Fund IDCW	5	20.4%	18.4%	66,206.57
JM Large Cap Fund IDCW	5	19.7%	17.5%	429.06
JM Large Cap Fund IDCW Quarterly	5	19.7%	17.5%	429.06
Nippon India Large Cap Fund Bonus	5	NA	NA	34,432.09

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	7.82%
HDFC Bank Ltd.	Financial	Equity	7.05%
Larsen & Toubro Ltd.	Construction	Equity	4.11%
Reliance Industries Ltd.	Energy	Equity	3.95%
Infosys Ltd.	Technology	Equity	3.49%
ITC Ltd.	Consumer Staples	Equity	3.32%
Tata Consultancy Services Ltd.	Technology	Equity	3.29%
Axis Bank Ltd.	Financial	Equity	2.85%
NTPC Ltd.	Energy	Equity	2.79%
Bajaj Finance Ltd.	Financial	Equity	2.77%
Bharti Airtel Ltd.	Communication	Equity	2.71%
Sun Pharmaceutical Industries Ltd.	Healthcare	Equity	2.67%
State Bank of India	Financial	Equity	2.66%
Maruti Suzuki India Ltd.	Automobile	Equity	2.47%
HCL Technologies Ltd.	Technology	Equity	2.31%
Kotak Mahindra Bank Ltd.	Financial	Equity	1.90%
Cipla Ltd.	Healthcare	Equity	1.82%
Hero Motocorp Ltd.	Automobile	Equity	1.45%
HDFC Life Insurance Co Ltd.	Insurance	Equity	1.43%
Tata Motors Ltd.	Automobile	Equity	1.22%
Torrent Pharmaceuticals Ltd.	Healthcare	Equity	1.22%
Mahindra & Mahindra Ltd.	Automobile	Equity	1.18%
Britannia Industries Ltd.	Consumer Staples	Equity	1.09%
Colgate-Palmolive (India) Ltd.	Consumer Staples	Equity	0.97%
Cummins India Ltd.	Capital Goods	Equity	0.96%
Ultratech Cement Ltd.	Construction	Equity	0.95%
Bajaj Finserv Ltd.	Financial	Equity	0.95%
Bharat Petroleum Corporation Ltd.	Energy	Equity	0.92%
Lupin Ltd.	Healthcare	Equity	0.91%
Zydus Lifesciences Ltd.	Healthcare	Equity	0.85%
Pidilite Industries Ltd.	Chemicals	Equity	0.83%
Kalyan Jewellers India Ltd.	Consumer Discretionary	Equity	0.81%
Divi's Laboratories Ltd.	Healthcare	Equity	0.81%
United Spirits Ltd.	Consumer Staples	Equity	0.79%
CG Power and Industrial Solutions Ltd.	Capital Goods	Equity	0.73%
Apollo Hospitals Enterprise Ltd.	Healthcare	Equity	0.73%
Godrej Consumer Products Ltd.	Consumer Staples	Equity	0.73%
UNO Minda Ltd.	Automobile	Equity	0.73%
Persistent Systems Ltd.	Technology	Equity	0.71%
Hindalco Industries Ltd.	Metals & Mining	Equity	0.71%
Mankind Pharma Ltd.	Healthcare	Equity	0.70%
PI Industries Ltd.	Chemicals	Equity	0.70%
KPIT Technologies Ltd.	Technology	Equity	0.70%
Indusind Bank Ltd.	Financial	Equity	0.69%
Suzlon Energy Ltd.	Capital Goods	Equity	0.67%
Muthoot Finance Ltd.	Financial	Equity	0.66%
Waaree Energies Ltd.	Energy	Equity	0.65%
Indian Railway Catering & Tourism Corporation Ltd.	Services	Equity	0.65%
Bharat Electronics Ltd.	Capital Goods	Equity	0.65%
Tata Steel Ltd.	Metals & Mining	Equity	0.60%
Coal India Ltd.	Energy	Equity	0.60%
HDFC Asset Management Company Ltd.	Financial	Equity	0.60%
Bajaj Auto Ltd.	Automobile	Equity	0.59%
ICICI Prudential Life Insurance Company Ltd.	Insurance	Equity	0.58%
Nippon Life India Asset Management Ltd.	Financial	Equity	0.57%
Oil India Ltd.	Energy	Equity	0.56%
Zomato Ltd.	Services	Equity	0.56%
Indian Bank	Financial	Equity	0.56%
Avenue Supermarts Ltd.	Services	Equity	0.52%
Hindustan Unilever Ltd.	Consumer Staples	Equity	0.51%
Indus Towers Ltd.	Communication	Equity	0.50%
BSE Ltd.	Services	Equity	0.49%
ICICI Lombard General Insurance Company Ltd.	Insurance	Equity	0.49%
Trent Ltd.	Services	Equity	0.49%
Vedanta Ltd.	Metals & Mining	Equity	0.46%
Bajaj Housing Finance Ltd.	Financial	Equity	0.44%
Aurobindo Pharma Ltd.	Healthcare	Equity	0.43%
Kross Ltd.	Automobile	Equity	0.43%
Abbott India Ltd.	Healthcare	Equity	0.43%
Oil And Natural Gas Corporation Ltd.	Energy	Equity	0.40%
P N Gadgil Jewellers Ltd.	Consumer Discretionary	Equity	0.36%
SBI Life Insurance Company Ltd.	Insurance	Equity	0.30%
Reserve Bank of India	Financial	T-Bills	0.18%
Kesoram Industries Ltd.	Construction	Equity	0.14%

Rank (total assets)	#15 in India
Total AUM	₹1,37,526.56Cr

Date of Incorporation	30 Apr 2008

Fund benchmark	NIFTY 100 Total Return Index

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

Edelweiss Large Cap Fund Plan B IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Peer Comparison

Holdings (74)

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

Minimum investment amounts

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