Comprehensive analysis of Edelweiss Large Cap Fund - Direct (IDCW) (17604) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Edelweiss Asset Mgt Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
Low Expense Ratio
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Outperformance vs benchmark
Market exposure level
Historical performance consistency
Fund management costs
Recent performance momentum
Assets under management
Risk-adjusted returns
This fund has outperformed its benchmark by 3.38% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 7.91% |
| HDFC Bank Ltd | Banks | 7.39% |
| Reliance Industries Ltd | Refineries | 6.56% |
| Net CA & Others | Debt Others | 4.82% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 3.56% |
| Axis Bank Ltd | Banks | 3.01% |
| Bharti Airtel Ltd | Telecomm-Service | 2.92% |
| Bajaj Finance Ltd | Finance | 2.74% |
| ITC Ltd | Tobacco Products | 2.55% |
| HDFC Life Insurance Company Ltd | Insurance | 2.49% |
Compare against Large Cap Fund category average
This comparison shows how the fund performs relative to the Large Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| HDFC Large Cap Fund - Direct (G) | ₹1220.37 | 11.32% | -3.34% | 16.69% |
| Franklin India Large Cap Fund - Direct (G) | ₹1132.59 | 14.59% | 0.36% | 14.81% |
| HDFC Large Cap Fund - Regular (G) | ₹1127.51 | 10.98% | -3.93% | 16.00% |
| Franklin India Large Cap Fund (G) | ₹1022.08 | 14.17% | -0.38% | 13.87% |
| Kotak Large Cap Fund - Direct (G) | ₹652.60 | 14.75% | -0.46% | 15.96% |
| Aditya Birla SL Large Cap Fund - Direct (G) | ₹577.70 | 14.33% | -1.14% | 15.73% |
| Tata Large Cap Fund - Direct (G) | ₹568.01 | 12.39% | -3.09% | 15.41% |
| Kotak Large Cap Fund (G) | ₹566.52 | 14.10% | -1.58% | 14.59% |
| HSBC Large Cap Fund - Direct (G) | ₹522.45 | 13.32% | -3.24% | 15.08% |
| Aditya Birla SL Large Cap Fund (G) | ₹522.32 | 13.95% | -1.79% | 14.96% |
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