Edelweiss Large Cap Fund Direct -Bonus
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Equity, Large Cap, Principal at very high risk
1 Year Return 9.46% at 23 Dec 2025 09:48 AM
Fund Details
NAV 10.0
Sub-Type Large Cap
Rating Not Rated
Min. SIP Amount ₹0
Fund Age(Year) 11.95
Fund Size(in Crores) 1445.39
Fund Performance
1 Month 0.49%
3 Month 3.08%
6 Month 4.44%
1 Year 9.46%
3 Year 17.35%
5 Year 17.11%
Know This Fund
As on 23 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (100.07%) Market Cap Large Cap 100.07 Top Sectors Financial 38.99 Technology 25.09 Consumer Staples 8.68 Automobile 8.55 Energy 8.28 Materials 4.24 Healthcare 3.63 Metals & Mining 2.61 Top Holding State Bank of India 9.05 Tata Consultancy 7.14 Kotak Mahindra Bank 6.96 Bajaj Auto 2.24 Wipro 1.59 Maruti Suzuki India 4.65 Hindalco Industries 2.61 Cipla 1.92 Dr. Reddy's Laboratories 1.71 NTPC 3.45 Grasim Industries 2.33 ICICI Bank 14.81 Power Grid Corporation Of India 2.72 Coal India 1.9 Axis Bank 8.17 Infosys 12.53 ONGC 2.11 ITC 8.68 HCL Technologies 3.84 Tata Motors Passenger Vehicles 1.66
Debt & Others (-0.07%) Sector Allocation Net Payables -0.31 Repo 0.24 Debt Credit Ratings Debt Category Others -0.07
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M 0.52% Ret 1Y 7.56% Ret 3Y 14.52% Ret 5Y 13.61%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M 0.52% Ret 1Y 7.56% Ret 3Y 14.52% Ret 5Y 13.61%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M 0.52% Ret 1Y 7.56% Ret 3Y 14.52% Ret 5Y 13.61%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M 0.35% Ret 1Y 5.3% Ret 3Y 13.68% Ret 5Y 11.06%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M 0.35% Ret 1Y 5.3% Ret 3Y 13.68% Ret 5Y 11.06%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M 0.35% Ret 1Y 5.3% Ret 3Y 13.68% Ret 5Y 11.06%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -0.09% Ret 1Y 6.02% Ret 3Y 11.61% Ret 5Y 10.82%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -0.09% Ret 1Y 6.02% Ret 3Y 11.61% Ret 5Y 10.82%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.61%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Bharat Lahoti
Education Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
Experience Prior to 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 and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
Bhavesh Jain
Education Mr. Jain is a MMS (Finance) from Mumbai University.
Experience Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 63
Date of Incorporation 2014-01-10
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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