INF754K01BW4

CASPeR Ranking #55

Edelweiss Large Cap Fund Direct Plan Growth option

Very High Risk Large-Cap Equity

NAV (Thu Nov 07 2024)

₹95

Returns (Since Inception)

16.14%

Category Average

13.33%

Rating

5

Allocation and Holdings

Asset class

Weightage

Financial Services

13.46%

Energy

4.16%

Industrials

3.61%

Consumer Defensive

3.54%

Technology

3.46%

Utilities

3.34%

Communication Services

2.79%

Consumer Cyclical

2.68%

Healthcare

2.64%

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Overall rating

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Scheme Information

Fund name

Edelweiss Large Cap Fund Direct Plan Growth option


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹1122.58 Cr


ISIN

INF754K01BW4


Inception Date

Jan 01 2013


Standard Deviation

12.588


Beta

0.92


Sharpe Ratio

0.802


Benchmark

IISL Nifty 100 TR INR


Expense Ratio

0.680%


Exit Load

If the units are redeemed /switched out on or before 90 days from the date of allotment - 1.00% . If the units are redeemed /switched out after 90 days from the date of allotment - Nil

Risk

Very High Risk

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.

Fund Managers

Bhavesh Jain

Bharat Lahoti

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