Edelweiss Large & Mid Fund Growth

• Alpha 1.49%
• Beta 0.88
• Sharpe Ratio0.78
• Std Deviation 13.65%
• 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 Growth has an AUM of 4346.62 crores & has delivered CAGR of 18.83% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.84%. The minimum investment in Edelweiss Large & Mid Fund Growth 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, State Bank of India & Clearing Corporation Of India Ltd..

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 Regular Plan Growth, HSBC Large and Mid Cap Fund Regular Growth, Edelweiss Large & Mid Fund Growth, Franklin India Large & Mid Cap Fund Growth, Quant Large and Mid Cap Fund Growth. Edelweiss Large & Mid Fund Growth has a sharpe ratio of 0.78 & a standard deviation of 13.65%.