Edelweiss Large & Mid Cap Fund Regular-Growth
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Equity, Large & MidCap, Principal at very high risk
1 Year Return 1.39% at 22 Dec 2025 06:25 PM
Fund Details
NAV 89.338
Sub-Type Large & MidCap
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 18.52
Fund Size(in Crores) 4459.68
Fund Performance
1 Month -0.28%
3 Month 1.54%
6 Month 4.94%
1 Year 1.39%
3 Year 17.84%
5 Year 18.57%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (37.8%) Market Cap Large Cap 50.39 Mid Cap 7.94 Small Cap -20.53 Top Sectors Financial 11.12 Services 3.64 Energy 3.41 Automobile 2.84 Healthcare 2.8 Technology 2.52 Materials 1.94 Consumer Staples 1.62 Construction 1.53 Communication 1.51 Capital Goods 1.39 Metals & Mining 1.15 Consumer Discretionary 1.1 Insurance 0.59 Chemicals 0.54 Textiles 0.1 Top Holding Hindustan Aero -0.01 HDB Financial Services 0.14 Tata Motors Passenger Vehicles 0.05 Mahanagar Gas 0.21 Deepak Nitrite 0.14 Adani Ports and Special Economic Zone 0.45 LG Electronics India 0.55 Trent 0 Kotak Mahindra Bank 0.34 BSE 0 HDFC Bank 3.52 Tata Consultancy 0.66 Asian Paints 0 JIO Financial 0 Zydus Lifesciences 0 ABB India 0.13 Brigade Enterprises 0.3 Vishal Mega Mart 0.28 Sona BLW Precision Forgings 0.07 Cipla 0 TVS Motor Company - Pref. Shares 0.01 Max Healthcare Institute 0 Interglobe Aviation 0.2 Power Fin. Corp. 0.22 Maruti Suzuki India 0.7 Bank of Baroda 0 TVS Motor Company 0.5 Bajaj Finserv 0 Mahindra & Mahindra 0.97 Aurobindo Pharma 0.28 Indusind Bank 0.38 JSW Steel 0 Mphasis 0.3 Eicher Motors 0.05 Arvind 0.1 GAIL (India) 0.15 TD Power Systems 0.48 DLF 0 ONGC 0.26 Krishna Institute 0.18 Gujarat State Petronet 0.22 Neogen Chemicals 0.16 Tata Steel 0.43 Onesource Specialty Pharma 0.33 IDFC First Bank 0 Dalmia Bharat 0 United Spirits 0 Bajaj Auto 0 Sun Pharmaceutical Industries 0.42 Hindalco Industries 0.31 MRF 0.13 Grasim Industries 0.1 Housing & Urban Dev Corp 0 Varun Beverages 0.33 Care Ratings 0.19 Larsen & Toubro 1.23 Indian Oil Corporation 0 NTPC 0.8 Glenmark Pharmaceuticals 0.59 Greenply Industries 0.12 Dabur India 0 JSW Energy 0.15 State Bank of India 1.96 Century Plyboards (India) 0.33 Sagility 0.47 Coal India 0.35 Reliance Industries 1.52 ICICI Bank 1.99 PI Industries 0 Swiggy 0.18 Ambuja Cements 0.61 LTIMindtree 0.24 Infosys 1.09 Nestle India 0 Crompton Greaves Con. Electricals 0.06 HCL Technologies 0 Zensar Technologies 0.24 Sai Life Sciences 0.29 Eternal 0.39 Prince Pipes and Fittings 0.2 Bharti Airtel 1.08 Westlife Foodworld 0.13 Hindustan Unilever 0.12 Divi's Laboratories 0.38 Schaeffler India 0.28 Delhivery 0.26 Craftsman Automation 0.37 Bharat Petroleum Corporation 0.26 Ultratech Cement 0.22 Tata Motors 0 Tata Power Company -0.01 SBI Life Insurance Company 0.34 LIC Housing Fin. 0 Laurus Labs 0.18 L&T Fin 0.28 Bharat Electronics 0.36 MCX 0.61 Axis Bank 1.08 International Gemmological Institute 0.31 Gateway Distriparks 0.01 Bajaj Finance 0.4 Godrej Consumer 0.29 Colgate-Palmolive (India) 0 Tech Mahindra 0 Avenue Supermarts 0.32 Atul 0.24 Oberoi Realty 0 Go Digit General Insurance 0.25 ITC 0.89 Vedanta 0.42 Mankind Pharma 0.15 The Federal Bank 0 Aditya Birla Capital 0 Leela Palaces Hotels 0.16 KFin Technologies 0.2 UPL 0 Shriram Finance 0.64 Jindal Steel 0 HDFC Life Insurance 0 Titan Company 0.18 Indus Towers 0.43
Debt & Others (62.21%) Sector Allocation Floating Rate Bond 0.19 Bonds/NCDs 1.8 Cash Margin 27.21 Debt Credit Ratings Cash 27.21 SOV 11.02 Cash & Call Money 9.15 AAA 7.96 A1+ 3.83 Debt Category Others 36.36 REC 0.56 Power Fin. Corp. 2.79 Muthoot Finance 1.66
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.84%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Raj Koradia
Education Mr. Koradia has done B.Com and CA
Experience Prior to joining Edelweiss Mutual Fund, he has worked with First Voyager Advisors, Optimum Infosystem Private Limited, Morgan Stanley and Edelweiss Securities
Trideep Bhattacharya
Education Mr. Bhattacharya is a B.Tech (Electrical Engineer), MBA (Finance)
Experience 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.
Sumanta Khan
Education Mr. Khan has done PGDM
Experience Prior to joining Edelweiss Mutual Fund, he has worked with Reliance Nippon Life Insurance, ICICI Prudential Pension Fund Management Ltd, ICICI Prudential Life Insurance Company Ltd, Morgan Stanley and Raymond India Ltd.
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) 32
Date of Incorporation 2007-06-14
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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