Optional
Optional
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The scheme is ranked 1 in Large Cap Fund category by Crisil (for quarter ended Sep 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.
Edelweiss Large Cap Advantage Fund has been renamed as Edelweiss Large Cap Fund w.e.f March 28, 2018.
| Period | Returns(%) | Rank# |
|---|---|---|
| 1 Month | 0.3 | 58 |
| 3 Months | -9.3 | 63 |
| 6 Months | -3.2 | 33 |
| 1 Year | 4.1 | 8 |
| 2 Years | 15.8 | 10 |
| 3 Years | 11.8 | 23 |
| 5 Years | 15.0 | 27 |
# Moneycontrol Rank within 70 Large Cap Fund Schemes
*Returns over 1 year are Annualised
* Calculation Remark - Dividends are reinvested at the rate of return
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2018 | -2.8 | 5.3 | 0.3 | - | - |
| 2017 | 14.4 | 4.3 | 2.6 | 7.8 | 34.7 |
| 2016 | -3.1 | 7.5 | 5.6 | -10.5 | 0.8 |
| 2015 | 6.1 | -0.3 | -4.7 | -1.5 | 1.4 |
| 2014 | 1.3 | 16.9 | 8.5 | 6.6 | 38.3 |
| 2013 | -5.2 | 5.3 | -2.6 | 10.6 | 9.9 |
View where it stands within its peers
Return Calculator SIP Calculator| 1mth(%) | 3mth(%) | 6mth(%) | 1yr(%) | 2yr(%) | 3yr(%) | 5yr(%) | |
|---|---|---|---|---|---|---|---|
| Fund Returns | 0.3 | -9.3 | -3.2 | 4.1 | 15.8 | 11.8 | 15 |
| Category average | 1.6 | -7.4 | -3.4 | 0.1 | 12.4 | 10.2 | 14.3 |
| Difference of Fund returns and Category returns | -1.3 | -1.9 | 0.2 | 4 | 3.4 | 1.6 | 0.7 |
| Best of Category | 4 | -1.3 | 4.3 | 8.5 | 20.4 | 17.9 | 29.7 |
| Worst of Category | -4.1 | -10.5 | -5.5 | -6.6 | 7.5 | 5.2 | 9.9 |
| Benchmark returns # | 0.9 | -6.2 | -0.5 | 4.6 | 14.8 | 11 | 11.5 |
| Difference of Fund returns and Benchmark returns | -0.6 | -3.1 | -2.7 | -0.5 | 1 | 0.8 | 3.5 |
The investment objective is to seek to generate long-term capital appreciation from a portfolio predominantly consisting equity and equity-related securities of the 100 largest corporate by market capitalisation listed in India. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.
Open-Ended
Growth
Feb 01, 2013
Nifty 50
3.14 ( Mar 31, 2018 )
Mar 31, 2018
Rs.1000
N.A.
Bharat Lahoti
View performance of schemes managed by the Fund Manager
Edelweiss Large Cap Advantage Fund has been renamed as Edelweiss Large Cap Fund w.e.f March 28, 2018.
N.A
1.00%
Exit load 1% if the Units are redeemed / switched out on or before 365 days from the date of allotment.
Tower 3, Wing B, Ground Floor, Kohinoor City Mall, Kohinoor City, Kirol Road, Kurla(W), Mumbai-400070, 400 070
022-40979900
022-40979878
| Fund | Crisil Rank | Assets(Rs Cr.) | Current NAV | 3mth(%) | 6mth(%) | 1yr(%) | 3yr(%) | 5yr(%) |
|---|---|---|---|---|---|---|---|---|
| HDFC Top 100 Fund (G) | 13,199.36 | 459.6 | -2.1 | 2.5 | 1.9 | 12.4 | 15.7 | |
| Aditya Birla Sun Life Frontline Equity Fund - Direct Plan (G) | 4,905.24 | 223.8 | -5.9 | -1.9 | -0.4 | 11.8 | 16.5 | |
| Reliance Large Cap Fund - Direct Plan (G) | 948.49 | 34.5 | -2.6 | 2.2 | 4.1 | 13.5 | 19.5 | |
| SBI Blue Chip Fund - Direct Plan (G) | 4,528.36 | 38.6 | -6.6 | -5.5 | -0.4 | 10.9 | 17.6 | |
| SBI Blue Chip Fund (G) | 13,264.78 | 36.6 | -6.9 | -6.0 | -1.5 | 9.6 | 16.5 |
| Company | Sector | Value | %Assets |
|---|---|---|---|
| HDFC Bank | Banking/Finance | 0.36 | 7.71 |
| Reliance | Oil & Gas | 0.32 | 6.87 |
| Kotak Mahindra | Banking/Finance | 0.22 | 4.75 |
| Bharat Fin | Banking/Finance | 0.18 | 3.93 |
| Infosys | Technology | 0.18 | 3.76 |
| HDFC | Banking/Finance | 0.18 | 3.74 |
| Larsen | Engineering | 0.18 | 3.66 |
| ICICI Bank | Banking/Finance | 0.17 | 3.64 |
| M&M | Automotive | 0.15 | 3.23 |
| TCS | Technology | 0.17 | 2.84 |
| Equity | 89.72 |
| Others | 0.00 |
| Debt | 3.51 |
| Mutual Funds | 0.00 |
| Money Market | 0.00 |
| Cash / Call | 6.77 |
| Sector | % |
|---|---|
| Banking/Finance | 33.10 |
| Technology | 13.23 |
| Oil & Gas | 9.61 |
| Automotive | 8.11 |
| Cons NonDurable | 5.71 |
| Engineering | 5.00 |
| Holdings | % |
|---|---|
| Top 5 | 27.02 |
| Top 10 | 89.72 |
| Sectors | % |
|---|---|
| Top 3 |
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