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EquityLarge & Mid Cap FundDirect · Growth

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

Edelweiss · Scheme 140175

109.17 0.15%NAV · 2026-08-05
66
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
16.6%
Risk level
High
Min SIP
Benchmark
Nifty LargeMidcap 250 TRI

NAV Growth

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Historical returns

PeriodReturn
1 Month+2.24%
3 Months+4.97%
6 Months+3.62%
1 Year+8.51%
3 Years (CAGR)+16.63%
5 Years (CAGR)+14.53%
10 Years (CAGR)
Since Launch+17.25%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns61
Consistency83
Risk-adjusted54
Downside protection47
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +16.6%
  • 5Y CAGR: +14.5%
  • Positive 3Y windows: 99% of rolling 3Y windows positive
  • Beat category: beat category in 67% of windows
  • Alpha vs benchmark: +7.2%

What to watch

  • 1Y return: +8.5%
  • Sortino ratio: 0.82

Risk metrics

Sharpe ratio
0.70
Sortino ratio
0.82
Volatility
15.78%
Max drawdown
-34.92%
Downside capture
93.30%

SIP return calculator

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

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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