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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹4,067 Cr

Lock In Period

N/A

Expense Ratio

1.86

Benchmark

Nifty Large Midcap 250 Total Return

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.

Summary

Latest details for Edelweiss Large & Mid Cap Fund Growth include a ₹88.806 NAV as of Apr 21,2026 and returns since inception of 68.52%. Minimum investments start at SIP ₹100. The Edelweiss Large & Mid Cap Fund Growth AUM is ₹4,067 Cr, with a lock-in of N/A years, expense ratio of 1.86%, and benchmark Nifty Large Midcap 250 Total Return. Exit load 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 growth review for 1M Month/Year, the fund recorded 7.86% returns, against a category average of 1.91% and a category best of 11.32%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.861.9111.32
6M0.181.8329.78
1Y10.626.2140.44
3Y19.0016.87134.87

Portfolio Analysis

  • Equity: 97.21%
  • Debt: 2.79%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd.4.53%
2. The Federal Bank Ltd.2.32%
3. ICICI Bank Ltd.1.80%
4. Axis Bank Ltd.1.37%
5. Kotak Mahindra Bank Ltd.0.54%

1. Infosys Ltd.1.65%
2. Persistent Systems Ltd.1.39%
3. Coforge Ltd.1.07%
4. Mphasis Ltd.1.01%
5. Tech Mahindra Ltd.0.92%
6. LTIMindtree Ltd.0.69%
7. Birlasoft Ltd.0.65%
8. HCL Technologies Ltd.0.46%
9. TBO Tek Ltd.0.25%
10. Pine Labs Ltd.0.08%

1. Shriram Finance Ltd.1.43%
2. Sundaram Finance Ltd.1.27%
3. Muthoot Finance Ltd.1.11%
4. Cholamandalam Investment & Finance Company Ltd.1.11%
5. Mahindra & Mahindra Financial Services Ltd0.73%
6. L&T Finance Ltd.0.48%

1. Lupin Ltd.1.70%
2. IPCA Laboratories Ltd.1.24%
3. Sun Pharmaceutical Industries Ltd.1.16%
4. Mankind Pharma Ltd.0.78%
5. Divi's Laboratories Ltd.0.46%

1. State Bank of India2.36%
2. Indian Bank1.80%
3. Bank of Baroda1.03%

1. Max Healthcare Institute Ltd.1.47%
2. Fortis Healthcare Ltd.1.41%

1. Bharat Electronics Ltd.1.47%
2. Bharat Dynamics Ltd.0.69%
3. Hindustan Aeronautics Ltd.0.57%

1. Reliance Industries Ltd.2.50%

1. Bharti Airtel Ltd.2.01%
2. Bharti Hexacom Ltd.0.44%

1. UNO Minda Ltd.1.35%
2. Samvardhana Motherson International Ltd.1.01%

1. Max Financial Services Ltd.1.44%
2. KFIN Technologies Ltd.0.81%

1. Tata Steel Ltd.1.18%
2. JSW Steel Ltd.0.91%

1. Larsen & Toubro Ltd.2.04%

1. NTPC Ltd.0.95%
2. JSW Energy Ltd.0.85%
3. NTPC Green Energy Ltd.0.24%

1. The Phoenix Mills Ltd.1.61%
2. Brigade Enterprises Ltd.0.29%

1. Cummins India Ltd.1.59%

1. Can Fin Homes Ltd.1.03%
2. India Shelter Finance Corporation Ltd.0.56%

1. Bharat Heavy Electricals Ltd.1.22%
2. Triveni Turbine Ltd.0.36%

1. Hindalco Industries Ltd.0.93%
2. National Aluminium Company Ltd.0.62%

1. Mahindra & Mahindra Ltd.1.51%

1. Ather Energy Ltd.1.50%

1. Ashok Leyland Ltd.1.45%

1. Multi Commodity Exchange Of India Ltd.1.45%

1. APL Apollo Tubes Ltd.1.42%

1. JK Cement Ltd.0.78%
2. Ultratech Cement Ltd.0.62%

1. Aether Industries Ltd.1.39%

1. Coal India Ltd.1.32%

1. Schaeffler India Ltd.1.29%

1. TVS Motor Company Ltd.1.16%

1. Eternal Ltd.1.15%

1. PB Fintech Ltd.1.12%

1. Indus Towers Ltd.1.12%

1. Bharat Forge Ltd.1.06%

1. Solar Industries India Ltd.1.05%

About Fund

Edelweiss Large & Mid Cap Fund Growth managed by Edelweiss Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹4,067 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.86. 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 NameRatingsAUMExpense Ratio
This FundBank of India Large & Mid Cap Fund - Eco Plan Growth0421.84 CR2.48
This FundKotak Large & Midcap Fund - Growth327372.55 CR1.59
This FundEdelweiss Large & Mid Cap Fund Growth34066.61 CR1.86
This FundInvesco India Large & Mid Cap Fund Growth58436.02 CR1.76
This FundMotilal Oswal Large and Midcap Fund Growth413995.29 CR1.7
Fund Name1Y3Y
This FundBank of India Large & Mid Cap Fund - Eco Plan Growth11.113664.2053
This FundKotak Large & Midcap Fund - Growth10.507167.7646
This FundEdelweiss Large & Mid Cap Fund Growth10.615968.5227
This FundInvesco India Large & Mid Cap Fund Growth10.627492.9517
This FundMotilal Oswal Large and Midcap Fund Growth17.3832100.7921

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 1.86. 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 : 7.86%
  • 6 Months : 0.18%
  • 1 Year : 10.62%
  • 3 Years : 19.00%
Returns of Edelweiss Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ 88.806 as on Apr 21,2026. Since inception, the return has been 68.52%.

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 ₹4,067 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.
Min Inv Amount: ₹500