{"id":241952,"date":"2026-09-10T16:29:04","date_gmt":"2026-09-10T10:59:04","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/edelweiss-large-cap-fund-direct-growth-review-2026\/"},"modified":"2026-09-10T16:29:04","modified_gmt":"2026-09-10T10:59:04","slug":"edelweiss-large-cap-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/edelweiss-large-cap-fund-direct-growth-review-2026\/","title":{"rendered":"Edelweiss Large Cap Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-large-cap-fund-g-direct-plan\">Edelweiss Large Cap Fund Direct Growth Plan<\/a> has a NAV of \u20b996.17 as of 09 Sep 2026 and a scheme AUM of \u20b91,443 Cr. Its 1-year, 3-year and 5-year returns are 0.42%, 10.22% and 10.13%, and the fund sits in the High Risk category.<\/p>\n<p>Our view is that this is a large-cap equity fund for investors who can stay invested through short-term swings and want benchmark-aware equity exposure with a fairly active portfolio. The recent one-year stretch has been weak, but the longer track record is steadier, so the fund looks more suitable for a patient investor than for someone looking for smooth near-term outcomes.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-large-cap-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-large-cap-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-large-cap-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Edelweiss_Large_Cap\" title=\"Should you BUY or HOLD Edelweiss Large Cap?\">Should you BUY or HOLD Edelweiss Large Cap?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-large-cap-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-large-cap-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-large-cap-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-large-cap-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-large-cap-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-large-cap-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-large-cap-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/edelweiss-large-cap-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b996.17 as of 09 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b91,443 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.61%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>07 Jan 2013<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>1% on or before 90D, Nil after 90D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Bharat Lahoti, Bhavesh Jain<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Bharat Lahoti and Bhavesh Jain.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-2.9%<\/td>\n<td>-4.69%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>4.58%<\/td>\n<td>0.93%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>0.42%<\/td>\n<td>-7.16%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>10.22%<\/td>\n<td>6%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>10.13%<\/td>\n<td>5.87%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Recent performance has been uneven, but the fund has still held up better than the benchmark over the last one month and one year. The 1-month return is negative, yet it is not as weak as the benchmark, and the 1-year return is also better than the benchmark by a wide margin. That tells us the fund has navigated the latest stretch better than the index, even though the absolute number is still modest.<\/p>\n<p>The longer record is more constructive. Both the 3-year and 5-year returns are above the benchmark, which suggests the fund has compounded better than the index over a full cycle. That said, the gap is not dramatic, so the case for the fund is consistency over time rather than standout outperformance. The pattern also shows that the path has not been smooth; there were shorter periods of weakness and recovery before the more stable long-term picture reappeared.<\/p>\n<p>For investors, the key point is that this fund behaves like an equity portfolio should: it can lag at times, but it has still delivered a stronger longer-horizon outcome than the benchmark. Our view is that the recent softness does not erase the 3-year and 5-year trend, but it does remind investors that returns can be choppy even in a large-cap portfolio.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Edelweiss_Large_Cap\"><\/span>Should you BUY or HOLD Edelweiss Large Cap?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Edelweiss Large Cap? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-large-cap-fund-g-direct-plan\">Edelweiss Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>0.42%<\/td>\n<td>10.22%<\/td>\n<td>10.13%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/quant-large-cap-fund-g-direct-plan\">Quant Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>8.13%<\/td>\n<td>13.11%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/taurus-large-cap-fund-g-direct-plan\">Taurus Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>6.99%<\/td>\n<td>12.61%<\/td>\n<td>10.27%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/bank-of-india-large-cap-fund-g-direct-plan\">Bank of India Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>6.82%<\/td>\n<td>12.8%<\/td>\n<td>9.84%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/invesco-india-largecap-fund-g-direct-plan\">Invesco India Largecap Fund Direct Growth Plan<\/a><\/td>\n<td>3.91%<\/td>\n<td>13.77%<\/td>\n<td>11.79%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/iti-large-cap-fund-g-direct-plan\">ITI Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>3.08%<\/td>\n<td>11%<\/td>\n<td>9.6%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639. The recent 1-year return is clearly below the peer set shown here, while the 3-year and 5-year figures are more respectable and sit in the middle of the available longer-term range. That creates a mixed picture: short-term performance is softer than several peers, but the longer-horizon record is still competitive enough to keep the fund relevant for patient investors.<\/p>\n<p>The comparison also shows that the fund\u2019s story changes with the time frame. On the 1-year view, several peers have stronger numbers; on the 3-year view, the fund remains within the same broad cluster; on the 5-year view, it is again close to the peer group but not the strongest of the set. In our view, that split between weak recent performance and steadier longer-term outcomes is the most important takeaway.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>ICICI Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>7.66%<\/td>\n<\/tr>\n<tr>\n<td>HDFC Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>6.9%<\/td>\n<\/tr>\n<tr>\n<td>Reliance Industries Ltd.<\/td>\n<td>Crude Oil<\/td>\n<td>5.56%<\/td>\n<\/tr>\n<tr>\n<td>Larsen &amp; Toubro Ltd.<\/td>\n<td>Infrastructure<\/td>\n<td>4.38%<\/td>\n<\/tr>\n<tr>\n<td>Bharti Airtel Ltd.<\/td>\n<td>Telecom<\/td>\n<td>3.87%<\/td>\n<\/tr>\n<tr>\n<td>Bajaj Finance Ltd.<\/td>\n<td>Finance<\/td>\n<td>3.01%<\/td>\n<\/tr>\n<tr>\n<td>Sun Pharmaceutical Industries Ltd.<\/td>\n<td>Healthcare<\/td>\n<td>3%<\/td>\n<\/tr>\n<tr>\n<td>State Bank of India<\/td>\n<td>Bank<\/td>\n<td>2.84%<\/td>\n<\/tr>\n<tr>\n<td>Titan Company Ltd.<\/td>\n<td>Diamond &amp; Jewellery<\/td>\n<td>2.84%<\/td>\n<\/tr>\n<tr>\n<td>Mahindra &amp; Mahindra Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>2.8%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest holding, ICICI Bank Ltd., is 7.66%, which is meaningful but not overpowering for a large-cap fund. The tenth holding is 2.8%, so the allocation drops fairly steadily rather than collapsing after the top few names. That kind of spread suggests the portfolio may avoid being driven by a single stock, even though the larger positions still likely matter more than the smaller ones.<\/p>\n<p>The top 10 holdings account for approximately 42.86% of the portfolio, while the fund discloses 60 holdings in total. That points to a portfolio with a noticeable core but also a long tail beyond the biggest names. Our view is that this structure may support diversification across several large-cap companies, while still leaving enough weight in the leading positions for the portfolio to express a clear view.<\/p>\n<p>Because the holdings are spread across banks, energy, infrastructure, telecom, finance, healthcare, jewellery and autos, the fund does not look narrowly dependent on one business area. Even so, the top positions remain important enough that investors should expect company-level moves in these names to influence results.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-large-cap-fund-g-direct-plan\">Edelweiss Large Cap Fund Direct Growth Plan<\/a> page<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund suits investors who can handle High Risk equity volatility and stay invested for multiple years. The 1-year return has been weak, but the 3-year and 5-year outcomes are better than the benchmark, so the fund fits a longer horizon better than a short one.<\/p>\n<p>The main trade-off is clear: you may get benchmark-aware large-cap exposure with a reasonably diversified portfolio, but you have to accept uneven short-term performance. Investors who want smoother year-to-year outcomes may find the recent swings uncomfortable, while those who can tolerate that pattern may find the longer-term record more relevant.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load: 1% on or before 90D, nil after 90D.<\/p>\n<p>After the stated holding period, there is no exit load.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>What is the current NAV of Edelweiss Large Cap Fund Direct Growth Plan?<\/strong><br \/>The current NAV is \u20b996.17 as of 09 Sep 2026.<\/p>\n<p><strong>How has Edelweiss Large Cap Fund Direct Growth Plan performed over 1 year, 3 years and 5 years?<\/strong><br \/>Its returns are 0.42% over 1 year, 10.22% over 3 years and 10.13% over 5 years.<\/p>\n<p><strong>How does the fund compare with the Nifty 50?<\/strong><br \/>It has done better than the Nifty 50 over 1 year, 3 years and 5 years. The benchmark returns are -7.16%, 6% and 5.87% for those periods.<\/p>\n<p><strong>How does the fund compare with the peer funds listed here?<\/strong><br \/>Its 1-year return is weaker than several peers, while the 3-year and 5-year figures sit closer to the middle of the peer set. The short-term and longer-term comparisons do not tell the same story.<\/p>\n<p><strong>Is there a minimum SIP amount mentioned for this fund?<\/strong><br \/>No minimum SIP amount is stated here, but SIP investing is allowed.<\/p>\n<p><strong>Who manages the fund and what is the exit load?<\/strong><br \/>The fund is managed by Bharat Lahoti and Bhavesh Jain. The exit load is 1% on or before 90D and nil after 90D.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Edelweiss Large Cap Fund Direct Growth Plan shows a clear split between short-term softness and better longer-term compounding. Its recent return profile is weaker than several peers, but the 3-year and 5-year figures are more reassuring and sit above the benchmark. The portfolio is anchored by large bank and blue-chip positions, and the top 10 names make up a meaningful but not dominant share of assets. For investors with High Risk tolerance and a multi-year horizon, the fund looks more suitable as a steady large-cap allocation than as a short-term return play.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 10 September 2026 at 4:26 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Edelweiss Large Cap Fund Direct Growth Plan\",\"identifier\":\"edelweiss-large-cap-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"07 Jan 2013\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":96.17,\"valueReference\":\"as of 09 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"1443 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.61\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":0.42},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":10.22},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":10.13},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Bharat Lahoti, Bhavesh Jain\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Edelweiss Large Cap Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b996.17 as of 09 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"How has Edelweiss Large Cap Fund Direct Growth Plan performed over 1 year, 3 years and 5 years?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its returns are 0.42% over 1 year, 10.22% over 3 years and 10.13% over 5 years.\"}},{\"@type\":\"Question\",\"name\":\"How does the fund compare with the Nifty 50?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has done better than the Nifty 50 over 1 year, 3 years and 5 years. The benchmark returns are -7.16%, 6% and 5.87% for those periods.\"}},{\"@type\":\"Question\",\"name\":\"How does the fund compare with the peer funds listed here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is weaker than several peers, while the 3-year and 5-year figures sit closer to the middle of the peer set. The short-term and longer-term comparisons do not tell the same story.\"}},{\"@type\":\"Question\",\"name\":\"Is there a minimum SIP amount mentioned for this fund?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"No minimum SIP amount is stated here, but SIP investing is allowed.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Bharat Lahoti and Bhavesh Jain. The exit load is 1% on or before 90D and nil after 90D.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Edelweiss Large Cap Fund Direct Growth Plan has a NAV of \u20b996.17 as of 09 Sep 2026, with 1Y\/3Y\/5Y returns of 0.42%\/10.22%\/10.13%.<\/p>\n","protected":false},"author":38,"featured_media":241948,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-241952","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["241948"],"rank_math_title":["Edelweiss Large Cap Fund Review 2026 | NAV &amp; Returns"],"rank_math_description":["Edelweiss Large Cap Fund Direct Growth Plan NAV is \u20b996.17 as of 09 Sep 2026; 1Y return is 0.42% and 5Y return is 10.13%."],"rank_math_focus_keyword":["Edelweiss Large Cap Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Edelweiss_Large_Cap_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/241952","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=241952"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/241952\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/241948"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=241952"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=241952"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=241952"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}