3 Year return

21.02%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹3046.54 Cr.

Expense Ratio

0.45% (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

5
4
5

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Edelweiss Mutual Fund Managers

There are no records found for Fund Manager

Fund House Details

Edelweiss Mutual Fund

Edelweiss Mutual Fund Asset management company

AUM ₹147,767.86 Cr.
No. of Schemes 153
Setup Date NA

Peer Comparison

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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 21.75%
Expense Ratio 0.45%
Fund Manager NA
Fund Size ₹3046.54 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 2009
Addresss Edelweiss House, Off. C.S.T Road, Kalina, Mumbai - 400 098
Contact 1800 425 0090
Email 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 Jun 12 2024 is 92.296

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 3046.54 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 0.45%

What are the returns of Edelweiss Large and Mid Cap Fund since inception?

The Edelweiss Large and Mid Cap Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 17.54 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?

  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.

How to start an SIP in Edelweiss Large and Mid Cap Fund?

  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.

How do I automate an SIP in Edelweiss Large and Mid Cap Fund?

  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.

How can I withdraw/redeem my investment in Edelweiss Large and Mid Cap Fund?

  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.