• Home
  • Mutual Funds
  • Edelweiss Large Cap Fund - Plan B Growth

Edelweiss Large Cap Fund - Plan B Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Edelweiss Large Cap Fund - Plan B Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,439 Cr

Lock In Period

N/A

Expense Ratio

1.99

Exit Load

If the units are redeemed /switched out on or before 90 days from the date of allotment - 1.00%If the units are redeemed /switched out after 90 days from the date of allotment - Nil.

Benchmark

Nifty 50 Total Returns Index

Summary

Edelweiss Large Cap Fund - Plan B Growth NAV is ₹80.73 as of 16 May, 2026. Edelweiss Large Cap Fund - Plan B Growth has delivered 37.01% returns since its launch. The minimum SIP investment amount in Edelweiss Large Cap Fund - Plan B Growth is ₹100. The AUM of Edelweiss Large Cap Fund - Plan B Growth is ₹1,439 Cr. The expense ratio of the fund is 1.99%, and its benchmark is Nifty 50 Total Returns Index. The current exit load of the fund is If the units are redeemed /switched out on or before 90 days from the date of allotment - 1.00%If the units are redeemed /switched out after 90 days from the date of allotment - Nil.. In the last 1M months, Edelweiss Large Cap Fund - Plan B Growth has delivered -1.94% returns.

Edelweiss Large Cap Fund - Plan B Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.940.7616.99
6M-8.011.4622.66
1Y-3.165.3326.63
3Y11.0716.3387.46

Portfolio Analysis

  • Equity: 90.87%
  • Debt: 9.13%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd.6.99%
2. ICICI Bank Ltd.6.47%
3. Axis Bank Ltd.2.37%
4. Kotak Mahindra Bank Ltd.0.91%

1. State Bank of India3.62%
2. Indian Bank1.28%
3. Bank of Baroda1.11%
4. Canara Bank1.10%

1. Reliance Industries Ltd.5.94%
2. Bharat Petroleum Corporation Ltd.0.52%
3. Hindustan Petroleum Corporation Ltd.0.33%

1. Sun Pharmaceutical Industries Ltd.1.33%
2. Torrent Pharmaceuticals Ltd.1.29%
3. Lupin Ltd.1.21%
4. JB Chemicals & Pharmaceuticals Ltd.0.86%
5. Glenmark Pharmaceuticals Ltd.0.61%
6. Zydus Lifesciences Ltd.0.52%
7. Abbott India Ltd.0.34%

1. Mahindra & Mahindra Ltd.3.13%
2. Maruti Suzuki India Ltd.1.51%

1. Larsen & Toubro Ltd.4.25%

1. Bajaj Finance Ltd.2.97%
2. Muthoot Finance Ltd.0.55%
3. Cholamandalam Investment & Finance Company Ltd.0.41%

1. Bharti Airtel Ltd.3.82%

1. Titan Company Ltd.2.52%

1. NTPC Ltd.2.42%

1. Apollo Hospitals Enterprise Ltd.1.91%
2. Fortis Healthcare Ltd.0.45%

1. ITC Ltd.2.18%

1. HDFC Life Insurance Company Ltd.1.34%
2. SBI Life Insurance Company Ltd.0.74%

1. GE Vernova T&D India Limited1.26%
2. Power Grid Corporation of India Ltd.0.56%

1. Tata Consultancy Services Ltd.1.11%
2. Mphasis Ltd.0.63%
3. Tech Mahindra Ltd.0.00%
4. HCL Technologies Ltd.0.00%
5. Infosys Ltd.0.00%

1. TVS Motor Company Ltd.0.87%
2. Eicher Motors Ltd.0.86%

1. Ultratech Cement Ltd.1.72%

1. Hindustan Uever Ltd.0.89%
2. Godrej Consumer Products Ltd.0.64%

1. Ashok Leyland Ltd.0.95%
2. Tata Motors Ltd.0.55%

1. Nestle India Ltd.0.73%
2. Britannia Industries Ltd.0.69%

1. Indus Towers Ltd.1.25%

1. Tata Steel Ltd.0.58%
2. Steel Authority of India Ltd.0.56%

1. Schaeffler India Ltd.1.02%

1. Avenue Supermarts Ltd.0.54%
2. Vishal Mega Mart Ltd0.47%

About Fund Edelweiss Large Cap Fund - Plan B Growth

Edelweiss Large Cap Fund - Plan B Growth managed by Edelweiss Mutual Fund,is a Large-capscheme with Assets Under Management of ₹1,439 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 1.99. Under the expert guidance of Bharat Lahoti ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Bharat Lahoti

Mr. Bharat Lahoti is a BE (Electronics & Telecommunication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies. He has an overall work experience of 10 years in the research function of financial services sector. Before joining Edelweiss Asset Management Limited as a Fund Manager – Equity and a Key Person, he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager – Fundamental Research.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Edelweiss Large Cap Fund Growth21439.03 CR2.12
Edelweiss Large Cap Fund - Plan C Growth01439.03 CR1.99
Edelweiss Large Cap Fund - Plan B Growth01439.03 CR1.99
IDBI India Top 100 Equity Fund Growth3654.87 CR2.41
Fund Name1Y3Y
This FundEdelweiss Large Cap Fund Growth-3.169636.9955
This FundEdelweiss Large Cap Fund - Plan C Growth-3.167636.9984
This FundEdelweiss Large Cap Fund - Plan B Growth-3.162537.0135
This FundIDBI India Top 100 Equity Fund Growth15.390681.0578

Edelweiss Large Cap Fund - Plan B Growth FAQs

Edelweiss Large Cap Fund - Plan B Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Edelweiss Large Cap Fund - Plan B Growth is 1.99. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Edelweiss Large Cap Fund - Plan B Growth’s fund performance is as follows:
  • 1 Month : -1.94%
  • 6 Months : -8.01%
  • 1 Year : -3.16%
  • 3 Years : 11.07%
Returns of Edelweiss Large Cap Fund - Plan B Growth are updated daily based on NAV of ₹ 80.73 as on May 14,2026. Since inception, the return has been 37.01%.

You can invest in Edelweiss Large Cap Fund - Plan B Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Edelweiss Large Cap Fund - Plan B Growth is ₹1,439 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Edelweiss Large Cap Fund - Plan B Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.