Edelweiss Large & Mid Cap Fund - Direct Plan

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Value Research Rating

3 star

Analyst’s Choice

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Riskometer

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Very High

₹97.3050 0.24%

As on 14-Nov-2024

Returns

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Calculate SIP Returns of Edelweiss Large & Mid Cap Fund - Direct Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has Very High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Edelweiss Large & Mid Cap Fund - Direct Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Other details of Edelweiss Large & Mid Cap Fund - Direct Plan

Assets info

₹3,645 Cr

Exit Load (Days) info

1.00 (90)

Min. Investment (₹)

100

Min. Withdrawal (₹)

1

Min. SIP Investment (₹)

100

Min. No of Cheques

6

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.

Suitability

When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years.

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
  • No tax is to be paid as long as you continue to hold the units.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
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FAQ for Edelweiss Large & Mid Cap Fund - Direct Plan

Edelweiss Large & Mid Cap Fund - Direct Plan is mandated to invest at least 35 per cent of its assets each in large-cap and mid-cap stocks.

Mutual funds can be bought directly from the website of the fund house. For instance, Edelweiss Large & Mid Cap Fund - Direct Plan fund can be purchased from the website of Edelweiss Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of Edelweiss Large & Mid Cap Fund - Direct Plan is ₹97.3050 as of 15-Nov-2024.

The AUM of Edelweiss Large & Mid Cap Fund - Direct Plan Fund is ₹3,645 Cr as of 31-Oct-2024

The riskometer level of Edelweiss Large & Mid Cap Fund - Direct Plan is Very High. See More

As of 31-Oct-2024, Edelweiss Large & Mid Cap Fund - Direct Plan had invested 97.66% in Equity, 2.37% in Debt and -0.03% in Cash & Cash Eq. See More

Edelweiss Large & Mid Cap Fund - Direct Plan is 11 years 10 months old. It has delivered 17.46% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
34.05%
16.98%
22.76%
17.92%
16.04%
17.46%

No, There is no lock in period in Edelweiss Large & Mid Cap Fund - Direct Plan.

The expense ratio of Edelweiss Large & Mid Cap Fund - Direct Plan is 0.44.