Edelweiss Large & Mid Cap Fund Growth Return

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

Showing Funds Performance since Sep 07, 2020

Edelweiss Large & Mid Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

4,683 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 Large Midcap 250 Total Return

Edelweiss Large & Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.170.385.46
6M2.132.4829.78
1Y4.484.8740.44
3Y14.3313.65134.87

Portfolio Analysis

  • Equity: 98.02%
  • Debt: 1.98%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Ltd.5.29%
2. The Federal Bank Ltd.2.12%
3. ICICI Bank Ltd.1.79%
4. Kotak Mahindra Bank Ltd.1.47%
5. Axis Bank Ltd.1.38%

1. Billionbrains Garage Ventures Ltd.1.41%
2. Coforge Ltd.1.22%
3. Infosys Ltd.1.15%
4. Persistent Systems Ltd.1.07%
5. Mphasis Ltd.0.92%
6. Tech Mahindra Ltd.0.81%
7. TBO Tek Ltd.0.53%
8. LTM Ltd.0.53%
9. Birlasoft Ltd.0.49%
10. HCL Technologies Ltd.0.32%

1. Shriram Finance Ltd.1.48%
2. Cholamandalam Investment & Finance Company Ltd.1.27%
3. Sundaram Finance Ltd.1.13%
4. Mahindra & Mahindra Financial Services Ltd0.70%
5. L&T Finance Ltd.0.54%

1. IPCA Laboratories Ltd.1.14%
2. Sun Pharmaceutical Industries Ltd.1.07%
3. Dr. Reddy's Laboratories Ltd.1.01%
4. Mankind Pharma Ltd.0.86%
5. Divi's Laboratories Ltd.0.44%

1. State Bank of India2.15%
2. Indian Bank1.23%
3. Bank of Baroda0.99%

1. Bharat Heavy Electricals Ltd.2.52%
2. Triveni Turbine Ltd.0.75%

1. Max Healthcare Institute Ltd.1.49%
2. Fortis Healthcare Ltd.1.47%

1. Bharat Electronics Ltd.1.31%
2. Bharat Dynamics Ltd.0.74%
3. Hindustan Aeronautics Ltd.0.62%

1. Samvardhana Motherson International Ltd.1.24%
2. UNO Minda Ltd.1.24%

1. Multi Commodity Exchange Of India Ltd.1.50%
2. BSE Ltd.0.93%

1. JSW Energy Ltd.1.18%
2. NTPC Ltd.0.80%
3. NTPC Green Energy Ltd.0.22%

1. Bharti Airtel Ltd.1.81%
2. Bharti Hexacom Ltd.0.38%

1. Larsen & Toubro Ltd.2.09%

1. Max Financial Services Ltd.1.33%
2. KFIN Technologies Ltd.0.70%

1. Ather Energy Ltd.1.96%

1. Can Fin Homes Ltd.0.98%
2. India Shelter Finance Corporation Ltd.0.91%

1. Tata Steel Ltd.1.00%
2. JSW Steel Ltd.0.86%

1. Ashok Leyland Ltd.1.82%

1. The Phoenix Mills Ltd.1.81%

1. Cummins India Ltd.1.73%

1. JK Cement Ltd.0.73%
2. Ultratech Cement Ltd.0.56%
3. JSW Cement Ltd.0.33%

1. Solar Industries India Ltd.1.41%

1. Mahindra & Mahindra Ltd.1.36%

1. Power Mech Projects Ltd.1.34%

1. The Indian Hotels Company Ltd.0.79%
2. Jubilant Foodworks Ltd.0.45%

1. Schaeffler India Ltd.1.22%

1. Trent Ltd.1.21%

1. Bharat Forge Ltd.1.18%

1. CG Power and Industrial Solutions Ltd.1.17%

1. Reliance Industries Ltd.1.16%

1. Eternal Ltd.1.16%

1. APL Apollo Tubes Ltd.1.14%

1. KEI Industries Ltd.1.12%

1. Coal India Ltd.1.12%

1. PB Fintech Ltd.1.11%

1. Asian Paints Ltd.1.10%

1. Radico Khaitan Ltd.1.09%

1. TVS Motor Company Ltd.1.04%

About Fund Edelweiss Large & Mid Cap Fund Growth

Edelweiss Large & Mid Cap Fund Growth managed by Edelweiss Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹4,683 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.99. Under the expert guidance of Trideep Bhattacharya ,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

Trideep Bhattacharya

Mr. Trideep Bhattacharya is a B.Tech (Electrical Engineer), MBA (Finance). Prior to joining Edelweiss Asset Management Limited he has worked with Axis Mutual Fund, State Street Global Advisors, UBS Global Asset Management and Kotak Securities.

Peer Comparison

Fund Name1Y3Y
This FundBank of India Large & Mid Cap Fund Growth7.225348.8544
This FundHDFC Large and Mid Cap Fund - Growth2.823649.1612
This FundEdelweiss Large & Mid Cap Fund Growth4.476349.4277
This FundInvesco India Large & Mid Cap Fund Growth8.164786.4534

Edelweiss Large & Mid Cap Fund Growth FAQs

Edelweiss Large & Mid Cap Fund 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 & Mid Cap Fund Growth is 1.99. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Edelweiss Large & Mid Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 1.17%
  • 6 Months : 2.13%
  • 1 Year : 4.48%
  • 3 Years : 14.33%
Returns of Edelweiss Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ 90.243 as on Jul 31,2026. Since inception, the return has been 49.43%.

You can invest in Edelweiss Large & Mid Cap Fund 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 & Mid Cap Fund Growth is ₹4,683 crore. It changes based on market performance, inflows, and outflows.

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