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Edelweiss Large Cap Fund -PlanC - Growth option

(Erstwhile Edelweiss Large Cap Advantage Fund -Plan C - Growth option)

Category: Equity: Large Cap
Launch Date: 20-05-2009
Asset Class: Equity
Benchmark: NIFTY 100 TRI
Expense Ratio: 2.13% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 122.88 Cr As on (30-04-2025)
Turn over:
NAV (₹): 82.38 ₹ -0.05 ( -0.0607%)
as on 30-05-2025
CAGR Since Inception - 14.05%
NIFTY 100 TRI - 17.12%

Fund Managers

Co-Manage


Investment Objective

The investment objective is to seek to generate long-term capital appreciation from a portfolio predominantly consisting equity and equityrelated securities of the 100 largest corporate by market capitalisation listed in India. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

PERFORMANCE of Edelweiss Large Cap Fund -PlanC - Growth option

Scheme Performance (%) Data as on - 30-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Edelweiss Large Cap Fund -PlanC - Growth option 8.32 17.39 22.21 12.0 14.05
NIFTY 100 TRI 9.2 15.85 22.33 12.89 17.12
Equity: Large Cap 8.76 16.54 21.44 11.87 13.7

RETURNS CALCULATOR for Edelweiss Large Cap Fund -PlanC - Growth option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Edelweiss Large Cap Fund -PlanC - Growth option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Edelweiss Large Cap Fund -PlanC - Growth option 11.77 0.88 10.69 -0.04 - -
Equity: Large Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Edelweiss Large Cap PlanC Gr 20-05-2009 8.32 18.32 17.39 22.21 12.0
Motilal Oswal Large Cap Reg Gr 06-02-2024 25.36 0.0 0.0 0.0 0.0
DSP Large Cap Fund Reg Gr 05-03-2003 15.98 23.43 20.44 22.24 11.51
Canara Robeco Bluechip Equity Reg Gr 05-08-2010 12.22 19.25 16.91 21.29 13.42
WhiteOak Capital Large Cap Fund Reg Gr 01-12-2022 12.19 21.25 0.0 0.0 0.0
Franklin India BlueChip Gr 01-12-1993 12.19 18.22 14.76 21.18 10.72
Mirae Asset Large Cap Gr 01-04-2008 12.12 16.34 14.14 20.88 13.03
ABSL Frontline Equity Gr 05-08-2002 11.68 19.47 17.23 22.97 12.23
Invesco India Large Cap Gr 21-08-2009 11.23 21.93 18.27 22.17 12.39
ICICI Pru BlueChip Gr 05-05-2008 11.12 22.95 19.83 24.73 13.95

Asset Allocation (%)

PORTFOLIO ANALYSIS of Edelweiss Large Cap Fund -PlanC - Growth option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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