Edelweiss Large Cap Fund

Mutual Fund

By Rajendra Apr 24, 2023 image source -Unsplash Scheme Analysis

Top 5 Holding

ICICI Bank Reliance ITC HDFC Bank Larsen Toubro 7.42 6.08 5.40 5.39 4.61 Total - 28.90

Investment Strategy

[{"selector":"#anim-f016ff14-c259-49e0-8a78-74e8be303fae","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-385dbef1-09f6-45f9-9665-bb8071939c50","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Fund invest in large and quality businesses that may deliver good future growth Image Credit - Unsplash

Market Cap Exposure

[{"selector":"#anim-1430d7b3-cc97-4d83-ab9c-4cd2327e0e1d","keyframes":{"opacity":[0,1]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-61348a9c-a5fa-41b0-9ebb-08c27445d74c","keyframes":{"transform":["rotate(-120deg) translate3d(0px, -59.64385%, 0) rotate(120deg)","rotate(-120deg) translate3d(0px, 0px, 0) rotate(120deg)"]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-e3a25a4a-84aa-4981-ba32-dba8ededbb8d","keyframes":{"transform":["scale(1)","scale(1.5)","scale(0.95)","scale(1)"],"offset":[0,0.33,0.66,1]},"delay":0,"duration":1450,"easing":"ease-in-out","fill":"both","iterations":1}] Brush Stroke Large Cap Mid Cap 88.27% 11.73% Small Cap -

Investment Strategy

[{"selector":"#anim-d474fc42-036f-405c-a8ed-5f4948fdab71","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-1595ab2c-08c4-45a8-9136-c28af4b3ffc1","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Invest in businesses benefiting from economic growth owing to their cyclical nature Image Credit - Unsplash

Financial Service

34.38 9.91 9.65 7.65 5.80

Investment Strategy

[{"selector":"#anim-fa6ea189-4715-4c08-8d77-442cdfa23e70","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-20f00973-a0b0-4c68-8e4e-99a8fe268757","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Fund invest only in those companies where the price justifies the future growth potential Image Credit - Unsplash

Scheme Performance

[{"selector":"#anim-dd9c082c-8f6b-40fd-b2ed-c3e9e3bf9080","keyframes":{"transform":["translate3d(-109.63855%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-3dc9e84c-85bd-443c-bcb7-9670163204e5","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-385060e7-1fce-4291-9435-7667c3fc7290","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}] Thick Brush Stroke Upto 1 Year - 1.00% Scribbled Arrow As on 3 Apr. 2023 1 Year 3 Year 5 Year 1.63% 26.94% 11.23%

Investment Strategy

[{"selector":"#anim-5b57e23e-72cf-4831-ab98-bb7f46039004","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-67b82d98-8978-4483-904c-acc905df927c","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Fund maintain the portfolio’s liquidity to face undue market fluctuations & redemption pressures Image Credit - Unsplash

SIP Performance

Thick Brush Stroke upto 1 year - 1% Scribbled Arrow As on 3 Apr 2023 1 Year 3 Year 5 Year 12,282 43,615 81,476 4.35% 12.83% 12.17% Monthly SIP of 1,000

[{"selector":"#anim-b20f46ee-0e46-4c1c-800b-32fde2be5c18","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-75788cd4-f44e-4966-bb27-259c9d1c93ae","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] This fund has relatively less risk compared to most other equity funds, like small and mid-cap funds Image Credit - Unsplash

Mutual Fund

Edelweiss Large Cap Fund

Category

Inception

Benchmark

AUM - 3407 Cr

Fund Manager

Bharat Lahoti & Bhavesh Jain