Edelweiss Large & Mid Fund Direct Plan Growth Option

• Alpha 3.03%
• Beta 0.88
• Sharpe Ratio1.00
• Std Deviation 13.38%
• Tracking Error 5.21%

The investment objective of the Scheme is to generate income through investment in Securities of various maturities issued and/or created by the Central Government and State Governments of India. However, there can be no assurance that the investment objectives of the Scheme will be realized.

The Edelweiss Large & Mid Fund Direct Plan Growth Option has an AUM of 4516.91 crores & has delivered CAGR of 17.88% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.41%. The minimum investment in Edelweiss Large & Mid Fund Direct Plan Growth Option is Rs 100 and the minimum SIP is Rs 100.

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

The top holdings of the fund include HDFC Bank, Reliance Industries, Clearing Corporation Of India Ltd. & Federal Bank.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services & Construction Services.

Some of the similar funds are UTI Large & Mid Cap Fund-Growth Option - Direct, Edelweiss Large & Mid Fund Direct Plan Growth Option, Quant Large and Mid Cap Fund Growth Option Direct Plan, Franklin India Large & Mid Cap Fund Direct Growth, HSBC Large and Mid Cap Fund Direct Growth. Edelweiss Large & Mid Fund Direct Plan Growth Option has a sharpe ratio of 1.00 & a standard deviation of 13.38%.