3 Year return

19.63%
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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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹895.81 Cr.

Expense Ratio

0.65% (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
3

Ratings by other agencies

4
4
4

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

BL

Bharat Lahoti

Fund Manager since Sep 2017

View Details

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

Comparison with other similar funds

Schemes by Edelweiss Mutual Fund

List of mutual fund schemes by AMC

About Edelweiss Large Cap Fund Direct Plan Growth

Edelweiss Large Cap Fund Direct Growth is a Large-Cap Equity Mutual Fund Scheme introduced by Edelweiss Mutual Fund. This scheme is designed to invest in substantial and high-quality businesses that exhibit promising growth potential. The investment approach centres on selecting companies where future growth justifies the current price, a philosophy known as GARP (Growth at a Reasonable Price Philosophy). Additionally, the fund focuses on maintaining adequate portfolio liquidity to effectively navigate market fluctuations and meet potential redemption demands.

Investment Objective of the Scheme

The primary investment objective of Edelweiss Large Cap Fund Direct Plan Growth is to achieve capital appreciation. This objective is pursued through a portfolio predominantly comprising equity and equity-related securities. The fund targets the 100 largest corporations by market capitalisation that are listed in India. By strategically investing in such entities, the scheme aims to capitalise on their growth potential and contribute to long-term wealth creation for investors.

Key Features of The Fund

5-year return 19.19%
Expense Ratio 0.65%
Fund Manager Bharat Lahoti
Fund Size ₹895.81 Cr
Risk Profile Very High

Is This Scheme Right for Me?

This scheme is well-suited for investors with a long-term wealth creation goal. It primarily allocates investments to equity and equity-related instruments, including equity derivatives, of the top 100 companies by market capitalisation in the Indian market. The focus on large-cap businesses is often associated with relatively more stable growth prospects and risk profiles. Investors looking for potential capital appreciation over an extended period may find this product aligning with their investment objectives. As with any investment decision, it's advisable for potential investors to review the fund's prospectus and disclosures to gain a comprehensive understanding of its investment strategy, risks, and potential rewards before making any investment commitment.

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.

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FAQs

What is today's NAV of Edelweiss Large 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 Cap Fund Jun 21 2024 is 90.84

What is the AUM of Edelweiss Large 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 Cap Fund is 895.81 crore.

What is the expense ratio of Edelweiss Large 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 Cap Fund is 0.65%

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

The Edelweiss Large Cap Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 16.14 since inception.

What is the minimum SIP amount to invest in Edelweiss Large 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 Cap Fund is 100.

How do I invest in Edelweiss Large 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 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 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 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.