
Edelweiss Large & Mid Cap Fund(G)-Direct Plan
+12.55%
5Y annualised
+12.55%
5Y annualised
+0.74% 1D
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Buy, Hold or Sell?
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NAV : 17 Sep 2026
₹106.00
Min. SIP amount
₹100
Fund size (AUM)
4942 Cr
Expense ratio
0.42%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 17 Sep 2026
₹106.00
Min. SIP amount
₹100
Fund size (AUM)
4942 Cr
Expense ratio
0.42%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
41.97%
Mid Cap
41.37%
Small Cap
14.50%
Others
2.17%
Sector Allocation
Bank
14.55%
Finance
13.75%
Automobile & Ancillaries
10.19%
It
8.68%
Capital Goods
6.76%
Healthcare
5.07%
Chemicals
4.40%
Domestic Equities
4.07%
Others
32.27%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 90D, Nil after 90D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Sumanta Khan
Present
Trideep Bhattacharya
Present
Ashish Sood
Present
Similar/Peer Fund Comparison
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Bank of India Large & Mid Cap Fund(G)-Direct Plan
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FAQs
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