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Edelweiss Large & Mid Cap Fund - Direct Plan: NAV, Performance, Returns & Investment Guide

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Comprehensive guide to Edelweiss Large & Mid Cap Fund covering investment objective, fund manager details, performance analysis, and investment strategy. Get complete fund information and investment guidance.

Investment Objective and Approach

The fund aims to generate income and long term capital growth from a diversified portfolio of Large Cap and Mid Cap equity and equity related securities. Edelweiss Large & Mid Cap Fund - Direct Plan is mandated to invest at least 35 per cent of its assets each in large-cap and mid-cap stocks.

The fund follows an active investment approach focused on:

- Capital appreciation through diversified equity investments

- Balanced allocation between large-cap and mid-cap companies

- Long-term wealth creation strategy

- Active portfolio management to optimize returns across market cycles

This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains.

Fund Managers

Edelweiss Mutual Fund has announced that Mr. Sumanta Khan shall be appointed as Fund Manager for the following schemes effective April 1, 2024.

Mr. Sumanta Khan - Lead Fund Manager

- Experience: He has over 18 years of experience in Equity Markets.

- Education: Mr. Sumanta Khan, aged 44 years, has a degree of Post Management Diploma in Management from IIM Indore and B.Tech from University of Calcutta.

- Tenure at Edelweiss: He got associated with Edelweiss in March 2024.

- Portfolio Management: Sumanta Khan manages AUM of ₹1,628 Cr across 6 schemes with highest returns of 19.21%.

About the Fund House (AMC)

Edelweiss Asset Management Limited is a prominent asset management company in India, part of the larger Edelweiss Financial Services ecosystem.

Key Highlights:

- Establishment: The company was founded in 1995 by Rashesh Shah.

- Business Scope: The firm manages assets across several market segments, including mutual funds, private equity, real estate, credit, etc.

- Parent Company: Edelweiss Asset Management Ltd. is a fully owned Edelweiss Financial Services Limited subsidiary.

- Industry Position: This makes us the fastest-growing AMC among the top 15 players in the industry, ranked 12th at the end of FY23.

Recent Performance:

- AUM Milestone: I am delighted to share that this year, Edelweiss AMC crossed the milestone of Rs.1 lakh crore AUM, representing a growth of 27% in FY23, which is well ahead of the industry's 5% growth.

- Total AUM: Edelweiss Asset Management Limited is managing 429 schemes with an Asset under Management of ₹ 1,86,673.61 crores.

- Market Leadership: We have been market leaders in debt passives, with nearly 50% market share, starting with the much-loved Bharat Bond franchise in partnership with the Government of India.

Innovation Focus:

Brand Edelweiss AMC has always been known for the innovation we bring to the industry. We do not think of funds in terms of new categories we can launch, but are looking for finding new and first-to-market ways to solve customer problems.

Should I Invest in Edelweiss Large & Mid Cap Fund?

This fund is suitable for investors looking for:

Investment Suitability:

- Investment Horizon: Warning: Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years.

- Return Expectations: When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.

- Risk Profile: But be prepared for ups and downs in your investment value along the way.

Key Financial Metrics (as of March 31, 2025):

- AUM: The AUM of Edelweiss Large & Mid Cap Fund - Direct Plan Fund is ₹3,608 Cr as of 31-Mar-2025

- Expense Ratio: The expense ratio of Edelweiss Large & Mid Cap Fund - Direct Plan is 0.43.

- Since Inception Returns: It has delivered 16.03% returns since inception.

- Fund Age: Edelweiss Large & Mid Cap Fund - Direct Plan is 12 years 3 months old.

Investment Strategy Recommendation:

Like for all equity funds, you must invest only through the SIP route. This systematic approach helps in rupee cost averaging and reduces the impact of market volatility.

FAQs

What is today's NAV of Edelweiss Large and Mid Cap Fund?

The NAV fluctuates daily based on market conditions. You can check the current NAV on the official Edelweiss Mutual Fund website or financial platforms.

What is the AUM of Edelweiss Large and Mid Cap Fund?

The AUM of Edelweiss Large & Mid Cap Fund - Direct Plan Fund is ₹3,608 Cr as of 31-Mar-2025.

What is the expense ratio of Edelweiss Large and Mid Cap Fund?

The expense ratio of Edelweiss Large & Mid Cap Fund - Direct Plan is 0.43.

What are the returns of Edelweiss Large and Mid Cap Fund since inception?

It has delivered 16.03% returns since inception. The fund is 12 years 3 months old.

What is the minimum SIP amount to invest in Edelweiss Large and Mid Cap Fund?

Minimum SIP Investment is set to ₹100.

How do I invest in Edelweiss Large and Mid Cap Fund?

You can invest through Allvest platform, directly from Edelweiss Mutual Fund website, or through registered mutual fund distributors and banking partners.

How to start a SIP in Edelweiss Large and Mid Cap Fund?

Start your SIP through Allvest platform by completing KYC, selecting the fund, choosing SIP amount (minimum ₹100), and setting up auto-debit instructions.

How do I automate an SIP in Edelweiss Large and Mid Cap Fund?

Set up auto-debit through Allvest by linking your bank account and providing NACH/ECS mandate for seamless monthly investments.

How can I withdraw/redeem my investment in Edelweiss Large and Mid Cap Fund?

Submit redemption request through Allvest platform or Edelweiss website. Exit load of 1%, if redeemed within 90 days.