Optional
Optional
Optional
The scheme is ranked 2 in Large & Mid 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 Equity Opportunities Fund has been renamed as Edelweiss Large & Mid Cap Fund w.e.f March 28, 2018.
| Period | Returns(%) | Rank# |
|---|---|---|
| 1 Month | 1.5 | 3 |
| 3 Months | 4.5 | 10 |
| 6 Months | -2.8 | 32 |
| 1 Year | -3.0 | 5 |
| 2 Years | 15.1 | 7 |
| 3 Years | 13.9 | 19 |
| 5 Years | 16.1 | 22 |
# Moneycontrol Rank within 41 Large & Mid 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 | -2.3 | 0.3 | -1.4 | 0.3 | -1.7 |
| 2017 | 13.6 | 4.5 | 3.8 | 10.3 | 38.5 |
| 2016 | -3.2 | 7.1 | 5.6 | -9.7 | 1.0 |
| 2015 | 6.8 | -2.7 | -2.2 | -0.6 | 3.6 |
| 2014 | 7.3 | 19.4 | 5.0 | 8.8 | 47.0 |
View where it stands within its peers
Return Calculator SIP Calculator| 1mth(%) | 3mth(%) | 6mth(%) | 1yr(%) | 2yr(%) | 3yr(%) | 5yr(%) | |
|---|---|---|---|---|---|---|---|
| Fund Returns | 1.5 | 4.5 | -2.8 | -3 | 15.1 | 13.9 | 16.1 |
| Category average | 0.3 | 4.3 | -1.8 | -9.1 | 11.5 | 13.7 | 16.9 |
| Difference of Fund returns and Category returns | 1.2 | 0.2 | -1 | 6.1 | 3.6 | 0.2 | -0.8 |
| Best of Category | 2.1 | 6.2 | 6.3 | -0.4 | 17 | 19.9 | 28.2 |
| Worst of Category | -1 | -0.7 | -10 | -18.3 | 5.5 | 7 | 9.7 |
| Benchmark returns # | -0.5 | 4.2 | -1.6 | -3.1 | 12.9 | 14.3 | 13.2 |
| Difference of Fund returns and Benchmark returns | 2 | 0.3 | -1.2 | 0.1 | 2.2 | -0.4 | 2.9 |
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities. However, there is no assurance that the investment objective of the scheme will be realised.
Open-Ended
Growth
S&P BSE 200
18.99 ( Dec 31, 2018 )
Dec 31, 2018
Rs.5000
N.A.
Harshad Patwardhan
View performance of schemes managed by the Fund Manager
Edelweiss Equity Opportunities Fund has been renamed as Edelweiss Large & Mid Cap Fund w.e.f March 28, 2018.
N.A
1.00%
Exit load 1.00% if redeemed within 18 months from the date of allotment
Tower 3, Wing B, Ground Floor, Kohinoor City Mall, Kohinoor City, Kirol Road, Kurla(W), Mumbai-400070, 402 070
022-40979900
022-40979878
| Fund | Crisil Rank | Assets(Rs Cr.) | Current NAV | 3mth(%) | 6mth(%) | 1yr(%) | 3yr(%) | 5yr(%) |
|---|---|---|---|---|---|---|---|---|
| Mirae Asset Emerging Bluechip Fund - Direct Plan (G) | 1,148.06 | 52.9 | 4.5 | 6.3 | -5.6 | 19.9 | 28.2 | |
| Mirae Asset Emerging Bluechip Fund (G) | 4,774.72 | 50.1 | 4.2 | 5.8 | -6.3 | 19.0 | 27.1 | |
| DSP Equity Opportunities Fund - Regular Plan (G) | 4,660.79 | 208.8 | 3.3 | 0.2 | -9.5 | 14.2 | 16.7 | |
| DSP Equity Opportunities Fund - Direct Plan (G) | 739.73 | 219 | 3.6 | 0.8 | -8.5 | 15.3 | 17.6 | |
| Aditya Birla Sun Life Equity Advantage Fund (G) | 4,458.71 | 383.8 | 0.7 | -7.2 | -13.3 | 11.7 | 17.2 |
| Company | Sector | Value | %Assets |
|---|---|---|---|
| HDFC Bank | Banking/Finance | 31.54 | 9.21 |
| ICICI Bank | Banking/Finance | 20.69 | 6.05 |
| HDFC | Banking/Finance | 10.80 | 5.80 |
| ITC | Tobacco | 14.45 | 4.22 |
| Reliance | Oil & Gas | 12.61 | 4.13 |
| Infosys | Technology | 19.87 | 3.68 |
| Larsen | Engineering | 11.94 | 3.49 |
| SBI | Banking/Finance | 14.15 | 3.42 |
| Axis Bank | Banking/Finance | 11.71 | 3.15 |
| HUL | Cons NonDurable | 7.39 | 2.16 |
| Equity | 89.50 |
| Others | 1.81 |
| Debt | 3.91 |
| Mutual Funds | 0.00 |
| Money Market | 0.00 |
| Cash / Call | 4.78 |
| Sector | % |
|---|---|
| Banking/Finance | 35.54 |
| Engineering | 7.30 |
| Automotive | 6.51 |
| Technology | 5.25 |
| Tobacco | 4.22 |
| Oil & Gas | 4.13 |
| Holdings | % |
|---|---|
| Top 5 | 29.41 |
| Top 10 | 89.5 |
| Sectors | % |
|---|---|
| Top 3 |
| Add a comment...
Good market strategy and earn more cash liquidity in market See more
Posted by : Stock career
Hold for a long time to have good returns in future See more
Posted by : maddy.90412
i will try this for my best and better pupose in stock market See more
Posted by : neetpankaj
Copyright © e-Eighteen.com Ltd All rights resderved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express writtern permission of moneycontrol.com is prohibited.
