Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 3/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 80/100 · Excellent
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)15.34%
- Expense ratio (20%)0.68%
- AUM (15%)₹4,789 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Edelweiss Mutual Fund · Equity · Large & MidCap
₹108.94
AUM: ₹4,788 Cr
NAV updated 26 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
0.68%
Exit Load
Exit load of 1%, if redeemed within 90 days.
Fund Manager
Harshad Patwardhan
Inception
Jan 2013
Benchmark
NIFTY Large Midcap 250 Total Return Index
Sharpe Ratio
0.12
Std Dev (1Y)
14.76%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+1.14%
3m
+5.77%
6m
+5.54%
1y
+8.35%
3y
+15.34%
5y
+13.87%
10y
+15.5%
since inception
+15.47%
TopFund's Take on Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option ranks among the stronger performers in the Large & MidCap category, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 80/100.
Cost: At 0.68%, the expense ratio is meaningfully cheaper — about 23% below the Large & MidCap category average of 0.88% (based on 286 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.12 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 14.76% is fairly typical for Large & MidCap funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
The current NAV (Net Asset Value) of Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option is ₹108.94. NAV is updated every business day after market close by AMFI.
1Y: 8.35% · 3Y CAGR: 15.34% · 5Y CAGR: 13.87%
The expense ratio of Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option is 0.68% per annum. This is the annual fee charged by the fund to manage your investment.
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option is managed by Harshad Patwardhan at Edelweiss Mutual Fund.
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option is ₹4,789 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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