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Edelweiss Large Cap Fund - Direct Plan-Growth option

Edelweiss · Large Cap
High
₹95.54
Current NAV
25 Jun 2026
22.1%
1Y Return
13.1%
3Y CAGR
12.1%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.81%.
  • Well-diversified portfolio aligned with the Large Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.91
Sharpe Ratio
0.81
Beta
-0.59
Alpha
1.10
Sortino
Fund Details
Fund House Edelweiss
Category Large Cap
AUM ₹1460 Cr
Expense Ratio 0.81%
Min SIP ₹500
Min Lumpsum ₹1000
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