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 | 18 |
| 3 Months | -8.1 | 26 |
| 6 Months | -5.3 | 24 |
| 1 Year | 0.6 | 5 |
| 2 Years | 14.9 | 11 |
| 3 Years | 11.5 | 21 |
| 5 Years | 16.5 | 25 |
# 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 | - | - |
| 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 |
| 2013 | -7.1 | 2.6 | -1.8 | 9.9 | 4.8 |
View where it stands within its peers
Return Calculator SIP Calculator| 1mth(%) | 3mth(%) | 6mth(%) | 1yr(%) | 2yr(%) | 3yr(%) | 5yr(%) | |
|---|---|---|---|---|---|---|---|
| Fund Returns | 1.5 | -8.1 | -5.3 | 0.6 | 14.9 | 11.5 | 16.5 |
| Category average | 2.5 | -7.9 | -6.4 | -3.9 | 12.2 | 10.9 | 16.3 |
| Difference of Fund returns and Category returns | -1 | -0.2 | 1.1 | 4.5 | 2.7 | 0.6 | 0.2 |
| Best of Category | 4.3 | -2 | -0.6 | 4.7 | 18.7 | 18 | 33.1 |
| Worst of Category | 0.1 | -14.9 | -14.9 | -22 | 7.7 | 6.7 | 9.9 |
| Benchmark returns # | 1.1 | -6.7 | -2.2 | 1.4 | 14.4 | 11.4 | 13.1 |
| Difference of Fund returns and Benchmark returns | 0.4 | -1.4 | -3.1 | -0.8 | 0.5 | 0.1 | 3.4 |
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
5.31 ( Mar 31, 2018 )
Mar 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(%) |
|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Equity Advantage Fund (G) | 4,761.90 | 384.9 | -11.4 | -8.2 | -10.7 | 11.0 | 19.1 | |
| Aditya Birla Sun Life Equity Advantage Fund - Direct Plan (G) | 1,074.63 | 404.4 | -11.2 | -7.7 | -9.6 | 12.3 | 20.2 | |
| DSP Equity Opportunities Fund - Direct Plan (G) | 686.39 | 215.6 | -6.8 | -5.4 | -4.9 | 13.4 | 18.4 | |
| DSP Equity Opportunities Fund - Regular Plan (G) | 4,212.33 | 205.9 | -7.0 | -5.9 | -5.9 | 12.2 | 17.4 | |
| Mirae Asset Emerging Bluechip Fund (G) | 4,371.48 | 49.1 | -4.2 | -0.9 | -1.3 | 17.1 | 28.6 |
| Company | Sector | Value | %Assets |
|---|---|---|---|
| HDFC Bank | Banking/Finance | 0.94 | 8.74 |
| Reliance | Oil & Gas | 0.63 | 7.11 |
| Infosys | Technology | 0.42 | 5.90 |
| TCS | Technology | 0.76 | 4.80 |
| ICICI Bank | Banking/Finance | 0.51 | 3.95 |
| Larsen | Engineering | 0.30 | 2.82 |
| Bharat Fin | Banking/Finance | 0.26 | 2.39 |
| HUL | Cons NonDurable | 0.21 | 2.10 |
| Maruti Suzuki | Automotive | 0.22 | 1.99 |
| ITC | Tobacco | 0.20 | 1.89 |
| Equity | 85.69 |
| Others | 0.00 |
| Debt | 4.16 |
| Mutual Funds | 0.00 |
| Money Market | 0.00 |
| Cash / Call | 10.15 |
| Sector | % |
|---|---|
| Banking/Finance | 21.86 |
| Technology | 14.89 |
| Oil & Gas | 7.11 |
| Automotive | 6.90 |
| Engineering | 5.78 |
| Cons NonDurable | 4.59 |
| Holdings | % |
|---|---|
| Top 5 | 30.5 |
| Top 10 | 85.69 |
| Sectors | % |
|---|---|
| Top 3 |
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