Edelweiss Large & Mid Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Edelweiss Large & Mid Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹4,615 Cr

Lock In Period

N/A

Expense Ratio

2.04

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(%)
1M-6.17-1.402.98
6M-5.500.8816.19
1Y-4.862.7140.44
3Y10.6213.2287.68

Portfolio Analysis

  • Equity: 97.20%
  • Debt: 2.79%
  • Others
As on: 2026-09-30
View allocation % by

1. HDFC Bank Ltd.4.77%
2. The Federal Bank Ltd.2.07%
3. ICICI Bank Ltd.1.74%
4. Kotak Mahindra Bank Ltd.1.36%
5. Axis Bank Ltd.1.27%
6. City Union Bank Ltd.0.58%

1. Coforge Ltd.1.48%
2. Persistent Systems Ltd.1.32%
3. Billionbrains Garage Ventures Ltd.1.30%
4. Infosys Ltd.1.16%
5. TBO Tek Ltd.0.97%
6. Mphasis Ltd.0.93%
7. Tech Mahindra Ltd.0.89%
8. LTM Ltd.0.62%
9. Birlasoft Ltd.0.47%
10. HCL Technologies Ltd.0.37%

1. Sundaram Finance Ltd.1.40%
2. L&T Finance Ltd.1.32%
3. Shriram Finance Ltd.1.23%
4. Cholamandalam Investment & Finance Company Ltd.1.16%
5. Mahindra & Mahindra Financial Services Ltd0.73%

1. IPCA Laboratories Ltd.1.31%
2. Mankind Pharma Ltd.1.13%
3. Divi's Laboratories Ltd.0.64%
4. Laurus Labs Ltd.0.26%

1. Bharat Heavy Electricals Ltd.2.56%
2. Triveni Turbine Ltd.0.59%

1. The Phoenix Mills Ltd.2.11%
2. Prestige Estates Projects Ltd.0.96%

1. State Bank of India2.03%
2. Indian Bank0.92%

1. Eternal Ltd.2.00%
2. Cartrade Tech Ltd.0.54%

1. Bharat Electronics Ltd.1.25%
2. Hindustan Aeronautics Ltd.0.67%
3. Bharat Dynamics Ltd.0.61%

1. Ather Energy Ltd.2.49%

1. Multi Commodity Exchange Of India Ltd.2.41%

1. JSW Energy Ltd.1.01%
2. NTPC Ltd.0.73%
3. NTPC Green Energy Ltd.0.53%

1. UNO Minda Ltd.1.35%
2. Samvardhana Motherson International Ltd.0.88%

1. Mahindra & Mahindra Ltd.1.33%
2. Hyundai Motor India Ltd.0.79%

1. Radico Khaitan Ltd.1.23%
2. United Spirits Ltd.0.74%

1. Larsen & Toubro Ltd.1.93%

1. APL Apollo Tubes Ltd.1.41%
2. Welspun Corp Ltd.0.52%

1. Ashok Leyland Ltd.1.81%

1. Jubilant Foodworks Ltd.0.99%
2. The Indian Hotels Company Ltd.0.82%

1. Max Healthcare Institute Ltd.0.98%
2. Fortis Healthcare Ltd.0.78%

1. Bharti Airtel Ltd.1.27%
2. Bharti Hexacom Ltd.0.37%

1. JSW Steel Ltd.0.89%
2. Tata Steel Ltd.0.70%

1. Solar Industries India Ltd.1.51%

1. HDFC Asset Management Company Ltd.0.81%
2. Aditya Birla Sun Life AMC Ltd.0.64%

1. TVS Motor Company Ltd.1.25%

1. Power Mech Projects Ltd.1.23%

1. Max Financial Services Ltd.1.17%

1. Schaeffler India Ltd.1.15%

1. Coal India Ltd.1.10%

1. JK Cement Ltd.1.07%

1. CG Power and Industrial Solutions Ltd.1.06%

1. Asian Paints Ltd.1.02%
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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 ₹4,615 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 2.04. 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

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 2.04. 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 : -6.17%
  • 6 Months : -5.50%
  • 1 Year : -4.86%
  • 3 Years : 10.62%
Returns of Edelweiss Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ 82.631 as on Oct 23,2026. Since inception, the return has been 35.36%.

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 ₹4,615 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.
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