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Edelweiss Large and Mid Cap Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Large & Mid Cap Fund
  • Latest (Updated on 30th Jun 2019)
    Crisil Rank
  • (Updated on 31st Mar 2019)
    Crisil Rank
  • (Updated on 31st Dec 2018)
    Crisil Rank
  • (Updated on 30th Sep 2018)
    Crisil Rank
  • (Updated on 31st Mar 2017)
    Crisil Rank
Should you invest in this fund? - Fund has improved its performance compared to similar funds in the Large & Mid Cap Fund. Existing investors can continue their SIPs/investments in this fund. Other investors can also start a fresh investments in this fund.

Returns (NAV as on 11th October, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 04-Oct-19 10137.60 1.38% - 0.82% 5/24
1 Month 11-Sep-19 10430.60 4.31% - 2.54% 3/24
3 Month 11-Jul-19 9995.50 -0.04% - -1.32% 8/24
6 Month 11-Apr-19 10118.90 1.19% - -1.75% 6/24
YTD 01-Jan-19 10530.40 5.30% - -2.37% 6/23
1 Year 11-Oct-18 11322.00 13.22% 13.22% 9.65% 7/22
2 Year 11-Oct-17 11216.80 12.17% 5.91% 1.68% 4/22
3 Year 10-Oct-16 13014.30 30.14% 9.17% 7.14% 5/22
5 Year 10-Oct-14 16676.00 66.76% 10.76% 10.56% 11/20
Since Inception 01-Jan-13 23409.40 134.09% 13.37% 12.97% 13/24

SIP Returns (NAV as on 11th October, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 11-Oct-18 12000 12628.08 5.23 % 9.82 %
2 Year 11-Oct-17 24000 25133.41 4.72 % 4.5 %
3 Year 10-Oct-16 36000 40344.41 12.07 % 7.54 %
5 Year 10-Oct-14 60000 75654.63 26.09 % 9.2 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.65% 4.31% -0.04% 1.19% 0.03% 13.22% 5.91% 9.17% 10.76%
Nifty 50 0.63% 2.44% -2.40% -2.51% -2.74% 10.46% 6.41% 9.08% 7.53%
Benchmark: Nifty 50 0.41% 0.87% -3.73% -6.11% -6.62% 5.72% 1.07% 6.94% 9.93%
Category Average 0.50% 2.54% -1.32% -1.75% -2.37% 9.65% 1.68% 7.14% 10.56%
Category Rank 5/24 3/24 8/24 6/24 6/23 7/22 4/22 5/22 11/20
Best in Category 1.33% 6.05% 3.22% 6.41% 6.90% 18.64% 7.83% 12.13% 17.18%
Worst in Category -0.10% -1.73% -6.41% -8.63% -8.74% 1.41% -4.42% 3.01% 5.23%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2017 13.85% 12.16% 12.85% 15.28%
Q4 - 2017 10.74% 5.84% 6.61% 11.18%
Q3 - 2016 5.55% 3.40% 4.42% 7.86%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2018 -2.34% -2.14% -2.77% -6.68%
Q3 - 2018 -1.63% 3.29% 2.44% -5.39%
Q4 - 2016 -7.83% -6.39% -6.71% -5.6%

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