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Enter a Single character of a Scheme :
31 Jul 2026 | 09:07 IST
Edelweiss Large & Mid Cap Fund (G)
Summary Info
Fund Name : Edelweiss Mutual Fund
Scheme Name : Edelweiss Large & Mid Cap Fund (G)
AMC : Edelweiss Mutual Fund
Type : OPEN
Category : Equity - Diversified
Launch Date : 19-Apr-07
Fund Manager : Sumanta Khan
Net Assets:(Rs. cr) 4683.36
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 100
Increm.Investment(Rs.) : 100
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns 1.52 1.17 3.45 2.13 4.48 14.28 12.79 12.18
Category Avg 0.82 1.91 4.49 6.12 5.22 14.50 13.66 13.56
Category Best 4.74 11.57 16.72 32.34 27.39 39.47 24.23 41.42
Category Worst -2.99 -4.06 -7.54 -9.18 -14.97 -2.24 2.09 -11.77
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.9525 4.4732 0.6249 0.0343 -0.0106
Holdings Date :30-Jun-26
Company Name% Hold
HDFC Bank 5.29
B H E L 2.52
SBI 2.15
Federal Bank 2.12
Larsen & Toubro 2.09
Ather Energy 1.96
Ashok Leyland 1.82
Phoenix Mills 1.81
Bharti Airtel 1.81
ICICI Bank 1.79
Cummins India 1.73
Multi Comm. Exc. 1.50
Max Healthcare 1.49
Shriram Finance 1.48
Kotak Mah. Bank 1.47
Fortis Health. 1.47
Solar Industries 1.41
Billionbrains 1.41
Axis Bank 1.38
M & M 1.36
Power Mech Proj. 1.34
Max Financial 1.33
Bharat Electron 1.31
Cholaman.Inv.&Fn 1.27
Samvardh. Mothe. 1.24
Uno Minda 1.24
Indian Bank 1.23
Coforge 1.22
Schaeffler India 1.22
Trent 1.21
Bharat Forge 1.18
JSW Energy 1.18
CG Power & Ind 1.17
Reliance Industr 1.16
Eternal 1.16
Infosys 1.15
Ipca Labs. 1.14
APL Apollo Tubes 1.14
Sundaram Finance 1.13
KEI Industries 1.12
Coal India 1.12
PB Fintech. 1.11
Asian Paints 1.10
Radico Khaitan 1.09
Sun Pharma.Inds. 1.07
Persistent Syste 1.07
TVS Motor Co. 1.04
Dr Reddy's Labs 1.01
Tata Steel 1.00
Bank of Baroda 0.99
Can Fin Homes 0.98
Aether Industri. 0.95
BSE 0.93
HDFC AMC 0.93
Century Plyboard 0.92
Mphasis 0.92
Indus Towers 0.91
INDIA SHELTE FIN 0.91
CreditAcc. Gram. 0.90
Mankind Pharma 0.86
JSW Steel 0.86
Titan Company 0.83
Tech Mahindra 0.81
NTPC 0.80
Indian Hotels Co 0.79
Amber Enterp. 0.78
Triveni Turbine 0.75
Bharat Dynamics 0.74
Metro Brands 0.73
J K Cements 0.73
M & M Fin. Serv. 0.70
KFin Technolog. 0.70
Hind.Aeronautics 0.62
Sumitomo Chemi. 0.61
UltraTech Cem. 0.56
L&T Finance Ltd 0.54
TBO Tek 0.53
LTM 0.53
Birlasoft Ltd 0.49
Jubilant Food. 0.45
Blue Star 0.45
Divi's Lab. 0.44
Bharti Hexacom 0.38
JSW Cement 0.33
HCL Technologies 0.32
Jubilant Ingrev. 0.32
NTPC Green Ene. 0.22
C C I 1.53
Net CA & Others 0.45
Edelweiss Money Market Fund - Direct (G) 0.00
Accrued Interest 0.00
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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