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Edelweiss Large and Mid Cap Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Large & Mid Cap Fund
  • Latest (Updated on 31st Mar 2021)
    Crisil Rank
  • (Updated on 31st Dec 2020)
    Crisil Rank
  • (Updated on 30th Sep 2020)
    Crisil Rank
  • (Updated on 30th Jun 2020)
    Crisil Rank
  • (Updated on 31st Mar 2020)
    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. Other investors can also start a fresh investments in this fund.

Returns (NAV as on 27th July, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 20-Jul-21 10119.10 1.19% - 1.26% 16/30
1 Month 25-Jun-21 10329.30 3.29% - 2.59% 8/30
3 Month 27-Apr-21 11345.80 13.46% - 13.36% 15/30
6 Month 27-Jan-21 12517.10 25.17% - 23.63% 9/30
YTD 01-Jan-21 12476.20 24.76% - 24.24% 11/30
1 Year 27-Jul-20 15861.90 58.62% 58.62% 58.37% 16/29
2 Year 26-Jul-19 16019.80 60.20% 26.49% 25.07% 9/26
3 Year 27-Jul-18 15329.90 53.30% 15.29% 14.31% 8/24
5 Year 27-Jul-16 20299.60 103.00% 15.20% 14.36% 8/23
10 Year 27-Jul-11 36241.20 262.41% 13.73% 14.49% 12/21
Since Inception 14-Jun-07 48585.00 385.85% 11.84% 18.41% 29/30

SIP Returns (NAV as on 27th July, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 27-Jul-20 12000 15381.84 28.18 % 56.24 %
2 Year 26-Jul-19 24000 34779.42 44.91 % 40.29 %
3 Year 27-Jul-18 36000 53996.84 49.99 % 28.19 %
5 Year 27-Jul-16 60000 97483.67 62.47 % 19.5 %
10 Year 27-Jul-11 120000 280804.31 134 % 16.21 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.58% 3.29% 13.46% 25.17% 25.63% 58.62% 26.49% 15.29% 15.20%
Nifty 50 -0.49% -0.72% 7.46% 12.74% 12.62% 41.45% 18.07% 11.76% 12.81%
Benchmark: Nifty 50 -0.47% 1.08% 11.51% 22.66% 23.32% 61.28% 26.92% 15.01% 16.00%
Category Average -0.45% 2.59% 13.36% 23.63% 24.24% 58.37% 25.07% 14.31% 14.36%
Category Rank 20/30 8/30 15/30 9/30 11/30 16/29 9/26 8/24 8/23
Best in Category 0.05% 6.27% 17.46% 30.92% 33.62% 69.70% 32.02% 21.91% 20.67%
Worst in Category -1.01% -0.06% 9.10% 16.41% 16.50% 45.52% 20.54% 10.16% 10.85%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q4 - 2020 18.99% 22.46% 22.04% 18.7%
Q2 - 2020 18.54% 24.82% 24.78% 18.64%
Q2 - 2014 18.43% 13.25% 14.57% 21.66%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2020 -24.59% -29.43% -28.89% -26.59%
Q1 - 2020 -24.62% -29.43% -28.89% -26.59%
Q4 - 2016 -7.99% -6.39% -6.71% -5.64%

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