Edelweiss Large & Mid Cap Direct Plan-Growth is an equity mutual fund offered by Edelweiss Mutual Fund. With an AUM (Assets Under Management) of ₹3,645.23 crores and a current NAV of ₹99.007 as of November 23, 2024, this fund has garnered attention for its impressive returns over various time periods.
The Edelweiss Large & Mid Cap Direct Plan-Growth plan has returned 34.46% over the last year, 70.03% for the last three years and 587.74% from the scheme’s start.
Edelweiss Large & Mid Cap Fund Return
| Period | This fund | Category average |
|---|---|---|
| 1 month | -1.4% | -2.23% |
| 3 months | -1.49% | -3.83% |
| 6 months | 10.99% | 6.97% |
| 1 year | 34.46% | 32.93% |
| 3 years | 18.89% | 18.07% |
| 5 years | 22.99% | 22.11% |
| 10 years | 16.06% | 15.71% |
Edelweiss Large & Mid Cap Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
HDFC Bank Ltd.
|
Financial | Equity | 4.43% |
|
ICICI Bank Ltd.
|
Financial | Equity | 3.26% |
|
Dixon Technologies (India) Ltd.
|
Capital Goods | Equity | 2.40% |
|
Persistent Systems Ltd.
|
Technology | Equity | 2.33% |
|
Trent Ltd.
|
Services | Equity | 2.14% |
Sector Allocation in Edelweiss Large & Mid Cap Fund
| Sector | Percentage | Value (₹) |
|---|---|---|
| Financial | 23.45% | ₹854.81 Cr |
| Capital Goods | 10.17% | ₹370.72 Cr |
| Technology | 10.11% | ₹368.53 Cr |
| Healthcare | 9.81% | ₹357.60 Cr |
| Automobile | 8.28% | ₹301.83 Cr |
| Others | 38.18% | ₹1,391.75 Cr |
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document and other related documents carefully before investing. Past performance is not indicative of future results. The information provided in this article is for informational purposes only and should not be construed as investment advice or a recommendation. Readers are advised to seek independent financial advice before making any investment decisions. The author and the publication are not responsible for any investment losses incurred based on the information in this article.
