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Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option

Edelweiss · Scheme 140175

109.66 0.26%NAV · 2026-09-18
67
Decent FundScore
Start SIP
AUM
₹4,789 cr
Expense ratio
0.68%
3Y CAGR
16.8%
Risk level
High
Min SIP
₹100
Benchmark
Nifty LargeMidcap 250 TRI
Fund manager: Harshad PatwardhanExit load: Exit load of 1%, if redeemed within 90 days.
Decent · 67/100

A solid option with a few areas worth a closer look.

🎯 A dependable core holding for long-term SIP investors.

📈 Why it could do well

  • Compounding well recently — 16.8% CAGR over 3 years.
  • Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • Low cost — 0.68% expense ratio means more of the return stays with you.
  • 3Y CAGR: +16.8%
  • 5Y CAGR: +14.8%
  • Positive 3Y windows: 99% of rolling 3Y windows positive

📉 What could drag it down

  • 1Y return: +8.2%
  • Sortino ratio: 0.82

FundScore breakdown

67/100 · Decent
How it works →
63
Returns
Decent
87
Consistency
Excellent
54
Risk-adjusted
Average
48
Downside protection
Average
82
Cost efficiency
Excellent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.