Mutual Fund- 

Edelweiss Large & Mid Cap Fund

By Rajendra

Oct  5, 2022

image credit -Unsplash

Scheme Analysis

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Edelweiss Large & Mid Cap Fund

Category 

Large Mid Cap

Inception

Jun 14, 2007

Benchmark

NIFTY LargeMid 250

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AUM  - 1,528 Cr

Fund Manager

Abhishek Gupta

Invest to benefit from the stability of large-cap and good growth opportunity of mid-sized companies

Portfolio Construct 

Top 5 Holding

ICICI Bank

Reliance

HDFC Bank

ABB

Infosys

8.18

3.47

3.35

3.34

3.31

Total :-  21.65

Choose quality businesses which will stay strong or recover quickly from market & economic shocks

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Market Cap Exposure

Large Cap

Mid Cap

56.31%

36.95%

Edelweiss  Large & Mid Cap Fund

Small Cap

6.74%

Fund avoid businesses run by weak management and do not have earnings or growth visibility Fund don’t hug the benchmark and stay fully invested in equities at all times

Financial Service

Capital Goods

Automobile

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Top 5 Sector -58.34% - Edelweiss Large & Mid Cap

27.03

22.20

7.47

6.25

6.04

IT

Healthcare

You invest in large companies that have a proven track record and mid-size companies that have the potential to become large

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Scheme Performance

Exit Load

upto 1 year- 1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Returns

6.23%

21.87%

14.04%

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SIP Performance

Exit Load

Upto 1 year -  1%

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As on 30 Aug. 2022

1 Year

3 Year

5 Year

Period

Value

12,650

50,644

93,396

Returns

10.26%

23.53%

17.76%

Monthly SIP of 1,000