Edelweiss Large Cap Fund Growth

• Alpha -1.11%
• Beta 0.96
• Sharpe Ratio0.37
• Std Deviation 13.73%
• Tracking Error 3.28%

The investment objective is to seek to generate long-term capital appreciation from a portfolio predominantly consisting equity and equity related securities of the 100 largest corporate by market capitalisation listed in India.

The Edelweiss Large Cap Fund Growth has an AUM of 1476.88 crores & has delivered CAGR of 12.37% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.08%. The minimum investment in Edelweiss Large Cap Fund Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & High respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, Reliance Industries & Larsen & Toubro Ltd.

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Biotechnology & Drugs & Auto & Truck Manufacturers.

Some of the similar funds are Edelweiss Large Cap Fund C Growth, Edelweiss Large Cap Fund B Growth, Edelweiss Large Cap Fund Growth, LIC MF Large Cap Fund Growth, Bajaj Finserv Large Cap Fund Regular Growth. Edelweiss Large Cap Fund Growth has a sharpe ratio of 0.37 & a standard deviation of 13.73%.