EQUITY•LARGE & MID CAP FUND
Edelweiss Large and Mid Cap Fund
3 Year return
16.79%
NAV on August 19, 2026
109.657
1D Returns
-0.29%
Launched on January 2013(13 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
30.67%₹1,104
Total Value ₹4,704
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹4,788.6 Cr.
Expense Ratio
0.66% (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
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
AS
Ashish Sood
Fund Manager since Aug 2026
RK
Raj Koradia
Fund Manager since Aug 2024
SK
Sumanta Khan
Fund Manager since Apr 2024
TB
Trideep Bhattacharya
Fund Manager since Oct 2021
Fund House Details
Edelweiss Mutual Fund
Asset management company
AUM
₹1,95,092.01 Cr.
No. of Schemes
187
Setup Date
2009
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Motilal Oswal Large and Midcap Fund | 24.2218% | 0 |
| Invesco India Large and Mid Cap Fund | 24.8053% | 3 |
| ICICI Prudential Large and Mid Cap Fund | 18.1841% | 3 |
Schemes by Edelweiss Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
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
14.7823%
Expense Ratio
0.66%
Fund Manager
Ashish Sood
Fund Size
₹4788.6 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
| Name | Edelweiss Mutual Fund |
| Launch Date | January 2009 |
| Address | Edelweiss House, Off. C.S.T Road, Kalina, Mumbai - 400 098 |
| Contact | 1800 425 0090 |
| EMFHelp@edelweissmf.com | |
| Website | https://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
What is today's NAV of Edelweiss Large and Mid Cap Fund?
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 August 19, 2026, is ₹109.657
What is the AUM of Edelweiss Large and Mid Cap Fund?
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 ₹4788.6 crore.
What is the expense ratio of Edelweiss Large and Mid Cap Fund?
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 0.66%
What are the returns of Edelweiss Large and Mid Cap Fund since inception?
The Edelweiss Large and Mid Cap Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Edelweiss Large and Mid Cap Fund?
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.
How do I invest in Edelweiss Large and Mid Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Edelweiss Large and Mid Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Edelweiss Large and Mid Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Edelweiss Large and Mid Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,704 in 3Y at 16.7936% returns
SIP Date1st of every month
Your next SIP Payment will be on 20 September 2026
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