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Edelweiss Large Cap Fund - Regular Plan - Growth Option

(Erstwhile Edelweiss Large Cap Advantage Fund - Regular Plan - Growth option)

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Category: Equity: Large Cap
Launch Date: 20-05-2009
Asset Class: Equity
Benchmark: NIFTY 100 TRI
Expense Ratio: 2.39% As on (31-08-2023)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 530.97 Cr As on (31-08-2023)
Turn over: 80
NAV as on 29-09-2023

64.0

0.01 (0.0156%)

CAGR Since Inception

13.79%

NIFTY 100 TRI 17.06%

PERFORMANCE of Edelweiss Large Cap Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 29-09-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Edelweiss Large Cap Fund - Regular Plan - Growth Option 21.49 21.24 13.47 14.75 13.79
NIFTY 100 TRI 15.12 21.29 13.25 14.5 17.06
Equity: Large Cap 18.03 20.85 12.8 14.2 13.29

Yearly Performance (%)

Nav Movement

Fund Managers

Bhavesh Jain, Bharat Lahoti

Investment Objective

The scheme seeks to provide capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of the 100 largest corporates by market capitalization listed in India. The scheme may invest in arbitrage opportunities between spot & futures prices of exchange trades equities.

RETURNS CALCULATOR for Edelweiss Large Cap Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Edelweiss Large Cap Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Edelweiss Large Cap Fund - Regular Plan - Growth Option 13.25 1.13 0.05 0.92 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of Edelweiss Large Cap Fund - Regular Plan - Growth Option

Compare SIP Compare Lumpsum
Period
Data as on - 29-09-2023
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Edelweiss Large Cap Fund - Regular Plan - Growth Option 20-05-2009 21.49 7.58 21.24 13.47 14.75
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 27.16 14.35 30.3 15.15 17.4
HDFC Top 100 Fund - Growth Option - Regular Plan 01-10-1996 25.76 11.85 27.13 13.68 15.49
ICICI Prudential Bluechip Fund - Growth 05-05-2008 23.05 10.32 24.72 14.37 15.62
Edelweiss Large Cap Fund -Plan B - Growth option 20-05-2009 21.54 7.62 21.27 13.49 14.76
Edelweiss Large Cap Fund -Plan C - Growth option 20-05-2009 21.53 7.63 21.29 13.49 14.76
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 21.04 8.86 18.73 12.29 13.17
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 19.79 5.91 19.33 11.89 12.61
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 19.74 7.49 23.22 14.35 16.03
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 01-01-2013 19.39 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Edelweiss Large Cap Fund - Regular Plan - Growth Option

Asset Allocation (%)