CALCULATE YOUR SIP RETURNS
Angel One - Share Market Trading and Stock Broking
START SIP NOWLogin
Edelweiss Mutual Fund logo
EQUITY•LARGE & MID CAP FUND

Edelweiss Large and Mid Cap Fund

3 Year return

19.57%
NAV on December 22, 2025
105.723
1D Returns
+1.05%
Launched on January 2013(12 years)

Investment Details

₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
36.81%₹1,325
Total Value ₹4,925

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹4,459.68 Cr.
Expense Ratio
0.42% (inclusive of GST)
Exit Load
1.00% - If redeemed / switched out on or befoe 90 days from the date of allotment. Nil - If redeemed / switched out after 90 days from the date of allotment.

Ratings

ARQ Rating
2.5

Ratings by other agencies

Value Research
5
Crisil
4
Morning Star
5

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Edelweiss Mutual Fund Manager

RK

Raj Koradia

Fund Manager since Aug 2024

SK

Sumanta Khan

Fund Manager since Oct 2024

TB

Trideep Bhattacharya

Fund Manager since Oct 2021

Fund House Details

Edelweiss Mutual Fund

Edelweiss Mutual Fund

Asset management company

AUM
₹1,78,677.92 Cr.
No. of Schemes
175
Setup Date
2009

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Large and Midcap Fund25.4867%
0
ICICI Prudential Large and Mid Cap Fund21.3905%
3
Bandhan Large and Mid Cap Fund24.0613%
3.5

Schemes by Edelweiss Mutual Fund

List of mutual fund schemes by AMC

About Edelweiss Large and Mid Cap Fund Direct Plan-Growth

Managed by Edelweiss Mutual Fund, Edelweiss Large and Mid Cap Fund Direct Plan-Growth seeks to provide the best of both worlds – the stability of large-cap stocks and the dynamic growth potential of mid-cap stocks. Given the diverse nature of its investments, it positions itself as a potential instrument to outpace inflation over an extended horizon. With a starting threshold of just ₹5000 for a lump sum payment and a modest ₹100 for Systematic Investment Plans (SIP), it is approachable for a broad range of investors with no lock-in period.

Investment Objective of the Scheme

At its core, the Edelweiss Large & Mid Cap Fund aims for a dual benefit: steady income and robust long-term capital growth. It seeks to achieve this by spreading its investments across both large-cap and mid-cap equities and their related securities. It's like having a diversified basket of fruits, each complementing the other, aiming for a wholesome experience.

Key Features of The Fund

5-year return
20.4058%
Expense Ratio
0.42%
Fund Manager
Raj Koradia
Fund Size
₹4459.68 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

If you're someone with an investment horizon of 7-10 years and harbour ambitions of high returns, then this fund might be your match. It offers the prospect of long-term capital growth, marrying the might of large caps with the agility of mid-caps. However, as with all equity investments, there are risks. Potential investors need to understand that there might be times of moderate downturns. If you have a risk appetite that's prepared for these swings, keeping an eye on the long-term price, then this fund could be a fitting addition to your investment portfolio.

AMC Contact Details

NameEdelweiss Mutual Fund
Launch DateJanuary 2009
AddressEdelweiss House, Off. C.S.T Road, Kalina, Mumbai - 400 098
Contact1800 425 0090
EmailEMFHelp@edelweissmf.com
Websitehttps://www.edelweissmf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Leverage Expert Management for Your Investments with SIPs

Mutual funds are managed by experienced professionals who research and select investments based on the fund's objective. SIPs allow you to tap into this expertise without needing to actively manage your portfolio yourself. Use the SIP return calculator to calculate the potential growth of your mutual fund investment.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Edelweiss Large and Mid Cap Fund on December 22, 2025, is ₹105.723
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Edelweiss Large and Mid Cap Fund, is ₹4459.68 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Edelweiss Large and Mid Cap Fund is 0.42%
The Edelweiss Large and Mid Cap Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Edelweiss Large and Mid Cap Fund is ₹100.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,925 in 3Y at 19.5716% returns
SIP Date1st of every month

Your next SIP Payment will be on 23 January 2026

By proceeding, you accept AngelOne's T&C

Grow your wealth with SIP
4,000+ Mutual Funds to choose from