Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.45 | 52.46 | 2.24 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.34 | 51.17 | 2.01 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY LargeMidcap 250 - TRI |
Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Edelweiss Large & Mid Cap Fund | 40.59% | 18.47% | 17.78% |
Mirae Asset Large & Midcap Fund | 32.59% | 13.95% | 22.91% |
SBI Large & Midcap Fund | 35.21% | 18.16% | 18.18% |
Kotak Equity Opp Fund | 38.62% | 20.11% | 18.42% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
4.27 %
Holdings
3.10 %
Holdings
2.28 %
Edelweiss Asset Management Limited (EAML) is part of the Investment & Advisory line of Business of Edelweiss Group. EMAL is one of the fastest growing and young AMCs’ in India.
No.of Schemes
48
Total AUM
₹ 1,04,125.12 Cr.
Sumanta Khan
AUM: ₹7,875.81 Cr.
|
Exp: 18yrs
Trideep Bhattacharya
AUM: ₹22,412.01 Cr.
|
Exp: 13yrs
Raj Koradia
AUM: ₹22,412.01 Cr.
|
Exp: 7yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
All About Edelweiss Large and Midcap Fund | Webinar | Edelweiss Mutual Fund
1 year ago•Edelweiss Mutual Fund
Open House by Edelweiss Mutual Fund | May 2023
1 year ago•Edelweiss Mutual Fund
Benefits of Investing in Edelweiss NIFTY Large Mid Cap 250 Index Fund | Edelweiss MF
1 year ago•Edelweiss Mutual Fund
Trideep Bhattacharya decodes Edelweiss' investing mantra for Large and Midcap Fund
1 year ago•Edelweiss Mutual Fund
Edelweiss Large & Mid Cap Fund | Fund Insights with Abhishek Gupta (Apr 2022)
2 years ago•Edelweiss Mutual Fund
NFO Alert: Edelweiss Large & Midcap NFO | Radhika Gupta | Edelweiss Mutual funds
2 years ago•Groww Mutual fund
Edelweiss Large & Midcap Index Fund - Launch Webinar
2 years ago•Edelweiss Mutual Fund
NFO Alert – Edelweiss Large & Midcap Index Fund | Edelweiss Mutual Fund
2 years ago•Edelweiss Mutual Fund
NFO Alert – Edelweiss Large & Midcap Index Fund | Edelweiss Mutual Fund
2 years ago•Edelweiss Mutual Fund
NFO Alert – Edelweiss Large & Midcap Index Fund | Edelweiss Mutual Fund
2 years ago•Edelweiss Mutual Fund
Returns
Fund has been able to generate better returns compared to other funds in the same category