{"id":257359,"date":"2026-09-18T15:30:31","date_gmt":"2026-09-18T10:00:31","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/edelweiss-large-and-mid-cap-fund-direct-growth-review-2026\/"},"modified":"2026-09-18T15:30:31","modified_gmt":"2026-09-18T10:00:31","slug":"edelweiss-large-and-mid-cap-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/edelweiss-large-and-mid-cap-fund-direct-growth-review-2026\/","title":{"rendered":"Edelweiss Large &#038; Mid 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-mid-cap-fund-g-direct-plan\">Edelweiss Large &amp; Mid Cap Fund Direct Growth Plan<\/a> has a current NAV of \u20b9105.995 as of 17 Sep 2026 and a scheme AUM of \u20b94,942 Cr. Its 1-year, 3-year and 5-year returns are 1.94%, 13.24% and 12.55% respectively, and the scheme sits in the High Risk category.<\/p>\n<p>Our view is that this is a large-and-mid-cap equity fund with a mixed recent record but a steadier longer-term pattern. The portfolio is fairly spread out across 81 holdings, yet the top names still matter, so the fund may suit investors who can stay invested through uneven shorter-term phases.<\/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-and-mid-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-and-mid-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-and-mid-cap-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Edelweiss_Large_Mid_Cap\" title=\"Should you BUY or HOLD Edelweiss Large &#038; Mid Cap?\">Should you BUY or HOLD Edelweiss Large &#038; Mid 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-and-mid-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-and-mid-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-and-mid-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-and-mid-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-and-mid-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-and-mid-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-and-mid-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-and-mid-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>\u20b9105.995 as of 17 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b94,942 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.42%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>01 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 Mid Cap<\/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>Sumanta Khan, Trideep Bhattacharya, Ashish Sood<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Sumanta Khan, Trideep Bhattacharya, and Ashish Sood.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 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>-3.34%<\/td>\n<td>-3.66%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-0.04%<\/td>\n<td>-3.71%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>1.94%<\/td>\n<td>-7.13%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>13.24%<\/td>\n<td>5.82%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>12.55%<\/td>\n<td>5.72%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent picture is softer than the longer-term one. Over 1 month and 3 months, the fund has been close to flat to negative, which tells us the run-up in this part of the market has not translated into smooth gains for the scheme. That is consistent with an equity fund that can move around materially in the short run.<\/p>\n<p>The 1-year return is still positive at 1.94%, while the benchmark is negative at -7.13% over the same period. That means the fund has held up better than the benchmark through a difficult year, even if the absolute return is modest. The gap matters because it shows relative resilience rather than strong absolute momentum.<\/p>\n<p>Over 3 years and 5 years, the fund\u2019s returns of 13.24% and 12.55% are well ahead of the benchmark\u2019s 5.82% and 5.72%. That longer-run pattern is more constructive than the latest year alone suggests. Our read is that the fund has rewarded patient investors better than the benchmark over full market cycles, but the path has not been linear.<\/p>\n<p>For investors, the key point is that short-term volatility has been noticeable, but the longer runway has still produced a firmer compounding profile. The fund therefore looks better assessed over multi-year horizons than over brief periods.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 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_Mid_Cap\"><\/span>Should you BUY or HOLD Edelweiss Large &#038; Mid 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 &#038; Mid 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-mid-cap-fund-g-direct-plan\">Edelweiss Large &amp; Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>1.94%<\/td>\n<td>13.24%<\/td>\n<td>12.55%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/quant-large-and-mid-cap-fund-g-direct-plan\">Quant Large &amp; Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>7.52%<\/td>\n<td>13.52%<\/td>\n<td>15.17%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hsbc-large-and-mid-cap-fund-g-direct-plan\">HSBC Large &amp; Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>7.21%<\/td>\n<td>16.82%<\/td>\n<td>13.91%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/sundaram-large-and-mid-cap-fund-g-direct-plan\">Sundaram Large and Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>6.45%<\/td>\n<td>13.51%<\/td>\n<td>11.52%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-large-and-midcap-fund-g-direct-plan\">Motilal Oswal Large &amp; Midcap Fund Direct Growth Plan<\/a><\/td>\n<td>6.16%<\/td>\n<td>21.07%<\/td>\n<td>18%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/bank-of-india-large-and-mid-cap-fund-g-direct-plan\">Bank of India Large &amp; Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>5.73%<\/td>\n<td>12.75%<\/td>\n<td>11.41%<\/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.<\/p>\n<p>On 1-year returns, this fund trails every peer listed here, while the stronger peer numbers suggest the short-term phase has been more favourable elsewhere. Even so, the fund\u2019s 3-year return of 13.24% is competitive with several peers, though it sits behind HSBC Large &amp; Mid Cap Fund Direct Growth Plan and Motilal Oswal Large &amp; Midcap Fund Direct Growth Plan on the same measure.<\/p>\n<p>The 5-year picture is more balanced but still not the strongest in this set. The fund is ahead of Sundaram Large and Mid Cap Fund Direct Growth Plan and Bank of India Large &amp; Mid Cap Fund Direct Growth Plan on 5-year return, but behind Quant Large &amp; Mid Cap Fund Direct Growth Plan, HSBC Large &amp; Mid Cap Fund Direct Growth Plan and Motilal Oswal Large &amp; Midcap Fund Direct Growth Plan. That creates a split story: respectable medium-term compounding, but not the most forceful recent or long-horizon outcome among these peers.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 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>HDFC Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>4.46%<\/td>\n<\/tr>\n<tr>\n<td>Ather Energy Ltd.<\/td>\n<td>Domestic Equities<\/td>\n<td>2.80%<\/td>\n<\/tr>\n<tr>\n<td>Bharat Heavy Electricals Ltd.<\/td>\n<td>Capital Goods<\/td>\n<td>2.55%<\/td>\n<\/tr>\n<tr>\n<td>Multi Commodity Exchange of India Ltd.<\/td>\n<td>Finance<\/td>\n<td>2.32%<\/td>\n<\/tr>\n<tr>\n<td>Clearing Corporation of India Ltd.<\/td>\n<td>Cash &amp; Cash Equivalents and Net Assets<\/td>\n<td>2.18%<\/td>\n<\/tr>\n<tr>\n<td>The Federal Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>2.17%<\/td>\n<\/tr>\n<tr>\n<td>State Bank of India<\/td>\n<td>Bank<\/td>\n<td>2.10%<\/td>\n<\/tr>\n<tr>\n<td>Ashok Leyland Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>1.93%<\/td>\n<\/tr>\n<tr>\n<td>Larsen &amp; Toubro Ltd.<\/td>\n<td>Infrastructure<\/td>\n<td>1.93%<\/td>\n<\/tr>\n<tr>\n<td>The Phoenix Mills Ltd.<\/td>\n<td>Realty<\/td>\n<td>1.93%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest holding, HDFC Bank Ltd., is 4.46%, which is large enough to matter but not so dominant that a single position drives the portfolio on its own. The drop from the largest holding to the tenth is only 2.53 percentage points, so the top slice is fairly close-knit rather than sharply top-heavy.<\/p>\n<p>The top 10 holdings together account for 24.37% of the portfolio, which suggests meaningful stock-specific exposure but also a long tail beyond the biggest names. With 81 disclosed holdings in total, the fund appears spread across many positions, yet the leading holdings still may influence returns more than the smaller tail. That balance can help reduce dependence on one stock, while still leaving enough concentration for active views to matter.<\/p>\n<p>Overall, the disclosed holdings pattern looks moderately diversified rather than highly concentrated. The presence of banks, capital goods, finance, infrastructure and realty among the larger positions also shows that the portfolio is not narrowly tied to one industry theme.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-large-mid-cap-fund-g-direct-plan\">Edelweiss Large &amp; Mid Cap Fund Direct Growth Plan<\/a> page<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 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 is better suited to investors who are comfortable with High Risk equity exposure and who can stay invested for several years. The return pattern shows that shorter periods can be uneven, while the 3-year and 5-year numbers are much stronger than the 1-year figure, so patience matters.<\/p>\n<p>Its benchmark comparison also points to a fund that has handled a difficult year better than the benchmark, while still delivering stronger medium-term compounding. That makes it more appropriate for investors who want large-and-mid-cap equity exposure and can accept a bumpy ride in exchange for the chance of better multi-year outcomes. The trade-off is straightforward: more volatility in the near term for a longer-run return profile that has been healthier than the benchmark.<\/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 class=\"mf-source-date\"><small>Source data date: as of 17 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 &amp; Mid Cap Fund Direct Growth Plan?<\/strong><br \/>The current NAV is \u20b9105.995 as of 17 Sep 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>The fund\u2019s returns are 1.94% for 1 year, 13.24% for 3 years and 12.55% for 5 years.<\/p>\n<p><strong>How has the fund performed against its benchmark?<\/strong><br \/>It has beaten the benchmark over 1 year, 3 years and 5 years. The benchmark return is -7.13% for 1 year, 5.82% for 3 years and 5.72% for 5 years.<\/p>\n<p><strong>How does it compare with the peer funds listed here?<\/strong><br \/>Its 1-year return is lower than the peer returns shown here, while its 3-year and 5-year numbers are mixed: competitive with some peers, but behind the stronger names on longer horizons.<\/p>\n<p><strong>Is there a minimum SIP requirement?<\/strong><br \/>Yes, the minimum SIP amount is \u20b9100.<\/p>\n<p><strong>What are the risk, portfolio and exit-load features?<\/strong><br \/>The fund is classified as High Risk. Its top holding is HDFC Bank Ltd. at 4.46%, and the exit load is 1% on or before 90 days, with nil after 90 days.<\/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 &amp; Mid Cap Fund Direct Growth Plan has a softer near-term showing than its longer-term record, but the 3-year and 5-year returns still point to steadier compounding than the benchmark. Against peers, the 1-year number is weaker, while the medium- and long-term picture is more mixed and respectable rather than leading. The High Risk profile and the broad 81-holding portfolio mean the fund may appeal more to investors who can accept volatility and focus on multi-year outcomes rather than short bursts of performance.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 18 September 2026 at 3:28 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 & Mid Cap Fund Direct Growth Plan\",\"identifier\":\"edelweiss-large-mid-cap-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"01 Jan 2013\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":105.995,\"valueReference\":\"as of 17 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"4942 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.42\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty Mid Cap\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":1.94},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":13.24},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":12.55},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Sumanta Khan, Trideep Bhattacharya, Ashish Sood\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Edelweiss Large & Mid Cap Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b9105.995 as of 17 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s returns are 1.94% for 1 year, 13.24% for 3 years and 12.55% for 5 years.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund performed against its benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has beaten the benchmark over 1 year, 3 years and 5 years. The benchmark return is -7.13% for 1 year, 5.82% for 3 years and 5.72% for 5 years.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer funds listed here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is lower than the peer returns shown here, while its 3-year and 5-year numbers are mixed: competitive with some peers, but behind the stronger names on longer horizons.\"}},{\"@type\":\"Question\",\"name\":\"Is there a minimum SIP requirement?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Yes, the minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"What are the risk, portfolio and exit-load features?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is classified as High Risk. Its top holding is HDFC Bank Ltd. at 4.46%, and the exit load is 1% on or before 90 days, with nil after 90 days.\"}}]}<\/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 &#038; Mid Cap Fund Direct Growth Plan has a current NAV of \u20b9105.995 as of 17 Sep 2026 and 5-year return of 12.55%. Review its performance, portfolio and investor fit.<\/p>\n","protected":false},"author":38,"featured_media":257353,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-257359","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["257353"],"rank_math_title":["Edelweiss Large &amp; Mid Cap Fund Review 2026 | NAV"],"rank_math_description":["Edelweiss Large &amp; Mid Cap Fund Direct Growth Plan review: NAV \u20b9105.995, 1Y return 1.94%, and 5Y return 12.55% as of 17 Sep 2026."],"rank_math_focus_keyword":["Edelweiss Large & Mid 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_Mid_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\/257359","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=257359"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/257359\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/257353"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=257359"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=257359"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=257359"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}