3 Year return
21.14%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹2848.59 Cr.
Expense Ratio
0.46% (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.
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
Edelweiss Mutual Fund Managers
Fund House Details
Edelweiss Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
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Funds
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3 Y Returns
|
ARQ Rating
|
|---|---|---|
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Quant Large and Mid Cap Fund IDCW Direct Plan Payout |
29.67% |
4 |
|
Axis Growth Opportunities Fund Direct Plan IDCW Payout |
20.78% |
2.5 |
|
Mirae Asset Large and Midcap Fund Direct Plan IDCW Payout |
21.36% |
3 |
Schemes by Edelweiss Mutual Fund
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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 | 21.27% |
| Expense Ratio | 0.46% |
| Fund Manager | NA |
| Fund Size | ₹2848.59 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 |
| 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.
FAQs
What is today's NAV of Edelweiss Large and Mid Cap Fund?
What is the AUM of Edelweiss Large and Mid Cap Fund?
What is the expense ratio of Edelweiss Large and Mid Cap Fund?
What are the returns of Edelweiss Large and Mid Cap Fund since inception?
What is the minimum SIP amount to invest in Edelweiss Large and Mid Cap Fund?
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.
