January 24, 2026
RA Jainee
Edelweiss Large & Mid Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 103.59 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 40.18 |
| Min. Investment (Rs.) | 100 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Large Midcap 250 TRI |
| AUM Rs. | 4,517 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.41% |
| 1 Year Return (%) | 10.36 |
| 3 Year Return (%) | 19.72 |
| 5 Year Return (%) | 18.88 |
| 10 Year Return (%) | 17.07 |
| Return Since Launch | 16.31% |
⚖️ Sahifund Review – Edelweiss Large & Mid Cap Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Large & MidCap funds are suitable for investors:
1. Seeking exposure in large and mid-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The fund aims to generate income and long term capital growth from a diversified portfolio of Large Cap and Mid Cap equity and equity related securities.
Fund Manager:
1) Sumanta Khan
Education: Mr. Khan has done PGDM
Experience: Prior to joining Edelweiss Mutual Fund, he has worked with Reliance Nippon Life Insurance, ICICI Prudential Pension Fund Management Ltd, ICICI Prudential Life Insurance Company Ltd, Morgan Stanley and Raymond India Ltd.
2) Trideep Bhattacharya
Education: Mr. Bhattacharya is a B.Tech (Electrical Engineer), MBA (Finance)
Experience: Prior to joining Edelweiss Asset Management Limited he has worked with Axis Mutual Fund, State Street Global Advisors, UBS Global Asset Management and Kotak Securities.
3) Raj Koradia
Education: Mr. Koradia has done B.Com and CA
Experience: Prior to joining Edelweiss Mutual Fund, he has worked with First Voyager Advisors, Optimum Infosystem Private Limited, Morgan Stanley and Edelweiss Securities
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 90 days |
Basic Details of Edelweiss Large & Mid Cap Fund
| Fund House | Edelweiss Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 16.31% |
| Benchmark | NIFTY Large Midcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 4,517 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.41% |
| (As on 31-Dec-2025) | |
| Risk Grade | Average |
| Return Grade | Average |
| Turnover | 23.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Edelweiss Large & Mid Cap Dir | -3.04 | 1.13 | -2.92 | -0.37 | 0.98 | 10.36 | 19.72 | 18.88 | 18.44 | 17.07 |
| BSE Large Mid Cap TRI | -3.24 | 0.77 | -3.25 | -2.36 | 0.21 | 9.66 | 14.76 | 15.37 | 14.86 | 15.03 |
| Equity: Large & MidCap | -2.90 | 0.86 | -3.31 | -2.96 | -1.19 | 7.11 | 18.21 | 18.22 | 17.41 | 16.44 |
| Rank within category | 34 | 7 | 26 | 11 | 13 | 11 | 12 | 10 | 5 | 7 |
| Number of funds in category | 64 | 64 | 64 | 64 | 63 | 54 | 36 | 26 | 21 | 18 |
Peer Comparison of Edelweiss Large & Mid Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Edelweiss Large & Mid Cap Dir | 3 star | 10.36 | 19.72 | 18.88 | 0.41 | 4,517 | 16.31 | 1.00 (90) | 13Y | 23.00 |
| SBI Large & Midcap Dir | 4 star | 13.37 | 18.66 | 19.41 | 0.73 | 37,443 | 17.04 | 0.10 (30) | 13Y | 29.00 |
| HDFC Large and Mid Cap Dir | 4 star | 9.19 | 20.17 | 21.02 | 0.83 | 28,980 | 13.66 | 1.00 (365) | 13Y | 3.41 |
| ICICI Pru Large & Mid Cap Dir | 5 star | 11.93 | 21.12 | 22.61 | 0.76 | 27,745 | 16.51 | 1.00 (30) | 13Y | 58.00 |
| Motilal Oswal Large and Midcap Dir | 5 star | 5.08 | 24.34 | 22.38 | 0.69 | 15,055 | 21.84 | 1.00 (365) | 6Y 3M | 45.00 |
Portfolio Analysis of Edelweiss Large & Mid Cap Fund
| No. of Stocks | 91 |
| Top 10 Stocks | 23.73% |
| Top 5 Stocks | 14.83% |
| Top 3 Sectors | 58.09% |
| Portfolio P/B Ratio | 4.27 |
| Portfolio P/E Ratio | 29.07 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,43,923 | 1,82,653 |
| Giant (%) | — | — |
| Large (%) | 51.68 | 61.05 |
| Mid (%) | 36.65 | 32.72 |
| Small (%) | 11.67 | 9.28 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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