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Edelweiss Large & Mid Cap Fund(IDCW)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.44 | 50.89 | 1.47 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.34 | 48.50 | 1.31 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| — |
About Large & Mid Cap Fund
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.
Peers & Comparison
EquityLarge & Mid Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Edelweiss Large & Mid Cap Fund(IDCW) | 29.85% | 19.75% | 9.43% |
| Mirae Asset Large & Midcap Fund(IDCW) | 21.42% | 6.99% | 17.55% |
| SBI Large & Midcap Fund(IDCW-Payout) | 23.47% | 19.76% | 16.00% |
| Kotak Equity Opp Fund(IDCW-Payout) | 29.64% | 22.95% | 12.80% |
Price Comparison
Compare Edelweiss Large & Mid Cap Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.99 %
Holdings
4.96 %
0.99 % - ICICI Bank Ltd3M change : 0.10 %
Holdings
3.20 %
0.10 % - Dixon Technologies (India) Ltd3M change : 0.38 %
Holdings
2.62 %
0.38 %
AMC Profile
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
50
Total AUM
₹ 1,05,580.77 Cr.
Fund Manager Profile
Sumanta Khan
AUM: ₹7,924.04 Cr.
|
Exp: 18yrs
Trideep Bhattacharya
AUM: ₹23,421.63 Cr.
|
Exp: 13yrs
Raj Koradia
AUM: ₹23,421.63 Cr.
|
Exp: 7yrs
Manager Performance (0)
Tax Implications
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Investment frequency
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Investment period (years)
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Opinions and Fund Reviews
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
3 years ago•Groww Mutual fund
Edelweiss Large & Midcap Index Fund - Launch Webinar
3 years ago•Edelweiss Mutual Fund
NFO Alert – Edelweiss Large & Midcap Index Fund | Edelweiss Mutual Fund
3 years ago•Edelweiss Mutual Fund
NFO Alert – Edelweiss Large & Midcap Index Fund | Edelweiss Mutual Fund
3 years ago•Edelweiss Mutual Fund
NFO Alert – Edelweiss Large & Midcap Index Fund | Edelweiss Mutual Fund
3 years ago•Edelweiss Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%