Name: Edelweiss Large Cap Fund Plan B Growth
Brand: Edelweiss Mutual Fund

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Edelweiss Large Cap Fund Plan B Growth
Equity
Large Cap
Very High Risk
53.41%
1Y return
+0.78% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 21 Sep 2021₹55.55
Min. SIP amountNA
RatingNA
Fund size₹289.85 Cr
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 returns53.4%16.4%14.9%14.9%
Category average48.0%13.9%14.2%NA
Rank with in categoryNANANANA
Understand termsinfo
Holdings (64)NameSectorInstrumentAssets
Infosys Ltd.
TechnologyEquity7.8%
HDFC Bank Ltd.
FinancialEquity7.7%
ICICI Bank Ltd.
FinancialEquity6.5%
Reliance Industries Ltd - Partly Paid Equity
EnergyPPE4.0%
Bharti Airtel Ltd.
CommunicationEquity4.0%
Kotak Mahindra Bank Ltd.
FinancialEquity3.1%
Axis Bank Ltd.
FinancialEquity2.8%
Larsen & Toubro Ltd.
ConstructionEquity2.6%
Wipro Ltd.
TechnologyEquity2.5%
Tata Consultancy Services Ltd.
TechnologyEquity2.4%
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 implicationNA
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementBharat Lahoti
May 2017 - Present
View details
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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 Regular IDCW
Edelweiss Large Cap Fund Plan B IDCW
Edelweiss Large Cap Fund Plan C IDCW
Edelweiss Large Cap Fund Regular Growth
Edelweiss Aggressive Hybrid Fund Plan B IDCW
Edelweiss Aggressive Hybrid Fund Regular Growth
Edelweiss Aggressive Hybrid Fund Regular IDCW
Edelweiss Balanced Advantage Fund Regular Growth
Edelweiss Balanced Advantage Fund Regular IDCW Quarterly
Edelweiss Balanced Advantage Fund Direct IDCW Quarterly
Edelweiss Balanced Advantage Fund Direct Growth
Edelweiss Large Cap Fund Direct IDCW
Edelweiss Large Cap Fund Direct Growth
Edelweiss Aggressive Hybrid Fund Direct Growth
Edelweiss Aggressive Hybrid Fund Direct IDCW
Edelweiss Equity Savings Fund Direct Growth
Edelweiss Equity Savings Fund Direct IDCW
Edelweiss Equity Savings Fund Regular IDCW
Edelweiss Equity Savings Fund Direct Bonus
Edelweiss Equity Savings Fund Regular Growth
Edelweiss Equity Savings Fund Regular Bonus
Edelweiss Balanced Advantage Fund Regular IDCW Monthly
Edelweiss Balanced Advantage Fund Direct IDCW Monthly
Edelweiss Equity Savings Fund Direct IDCW Monthly
Edelweiss Equity Savings Fund Regular IDCW Monthly
Edelweiss Recently Listed IPO Fund Regular Growth
Edelweiss Recently Listed IPO Fund Regular IDCW
Edelweiss Recently Listed IPO Fund Direct IDCW
Edelweiss Recently Listed IPO Fund Direct Growth
Hardik Verma
Nov 2019 - Present
View details
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Education
Mr. Verma is MBA & has done CFA Level 3.
Experience
Prior to joining Edelweiss Mutual Fund, he has worked with ICICI Securities.
Also manages these schemes
Edelweiss Large Cap Fund Plan B Growth
Edelweiss Large Cap Fund Regular IDCW
Edelweiss Large Cap Fund Plan B IDCW
Edelweiss Large Cap Fund Plan C IDCW
Edelweiss Large Cap Fund Regular Growth
Edelweiss Aggressive Hybrid Fund Plan B IDCW
Edelweiss Aggressive Hybrid Fund Regular Growth
Edelweiss Aggressive Hybrid Fund Regular IDCW
Edelweiss Large Cap Fund Direct IDCW
Edelweiss Large Cap Fund Direct Growth
Edelweiss Aggressive Hybrid Fund Direct Growth
Edelweiss Aggressive Hybrid Fund Direct IDCW
Edelweiss Exchange Traded Fund Nifty 50
Edelweiss Exchange Traded Fund Nifty Bank
Edelweiss ETF Nifty 100 Quality 30
Edelweiss Greater China Equity Off shore Fund Regular Growth
Edelweiss Greater China Equity Off shore Fund Direct Growth
Edelweiss ASEAN Equity Off Shore Fund Regular Growth
Edelweiss ASEAN Equity Off Shore Fund Direct Growth
Edelweiss US Value Equity Offshore Fund Regular Growth
Edelweiss US Value Equity Offshore Fund Direct Growth
Edelweiss Europe Dynamic Equity Offshore Fund Regular Growth
Edelweiss Europe Dynamic Equity Offshore Fund Direct Growth
Edelweiss Emerging Markets Opportunities Equity Offshore Fund Direct Growth
Edelweiss Emerging Markets Opportunities Equity Offshore Fund Regular Growth
Edelweiss Equity Savings Fund Direct Growth
Edelweiss Equity Savings Fund Direct IDCW
Edelweiss Equity Savings Fund Regular IDCW
Edelweiss Equity Savings Fund Direct Bonus
Edelweiss Equity Savings Fund Regular Growth
Edelweiss Equity Savings Fund Regular Bonus
Edelweiss Equity Savings Fund Direct IDCW Monthly
Edelweiss Equity Savings Fund Regular IDCW Monthly
Edelweiss US Technology Equity FoF Direct Growth
Edelweiss US Technology Equity FoF Regular Growth
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Growth
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct IDCW
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Regular Growth
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Regular 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 Cap Fund Plan B Growth is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors o
Edelweiss Large Cap Fund Plan B Growth 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹45,403 Cr and the Latest NAV as of 21 Sep 2021 is ₹55.55.
The Edelweiss Large Cap Fund Plan B Growth is rated Very High risk. Minimum SIP Investment is set to 500. Exit load of 1% if redeemed within 365 days...Read more
Investment Objective
The scheme seeks to provide capital appreciation from a portfolio that is predominantly consisting equity and equity related securities of the 100 lar
The 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.
...Read more
Fund benchmarkNIFTY 50 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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	1Y	3Y	5Y	All
Fund returns	53.4%	16.4%	14.9%	14.9%
Category average	48.0%	13.9%	14.2%	NA
Rank with in category	NA	NA	NA	NA

Name	Sector	Instrument	Assets
Infosys Ltd.	Technology	Equity	7.8%
HDFC Bank Ltd.	Financial	Equity	7.7%
ICICI Bank Ltd.	Financial	Equity	6.5%
Reliance Industries Ltd - Partly Paid Equity	Energy	PPE	4.0%
Bharti Airtel Ltd.	Communication	Equity	4.0%
Kotak Mahindra Bank Ltd.	Financial	Equity	3.1%
Axis Bank Ltd.	Financial	Equity	2.8%
Larsen & Toubro Ltd.	Construction	Equity	2.6%
Wipro Ltd.	Technology	Equity	2.5%
Tata Consultancy Services Ltd.	Technology	Equity	2.4%

Rating	NA
Fund size	₹289.85 Cr

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