Home Funds Edelweiss Large Cap Fund - Direct Plan - IDCW Opti

Edelweiss Large Cap Fund - Direct Plan - IDCW Option

Edelweiss · Large Cap
High
₹37.71
Current NAV
25 Jun 2026
11.3%
1Y Return
10.3%
3Y CAGR
12.3%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.23%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.13).
  • Very large asset base (AUM: ₹20,680 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.

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
0.63
Sharpe Ratio
0.53
Beta
5.13
Alpha
0.77
Sortino
Fund Details
Fund House Edelweiss
Category Large Cap
AUM ₹20680 Cr
Expense Ratio 0.23%
Min SIP ₹500
Min Lumpsum ₹1000
Similar Funds in Large Cap
HDFC Large Cap Fund - IDCW Option - Regular Plan
HDFC
₹51.27 31.3%
Sundaram Large Cap Fund (Formerly Known as Sundaram Blue Chip Fund) Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
Sundaram
₹15.05 31.2%
ICICI Prudential Bluechip Fund - Institutional Option - I - Growth
ICICI Prudential
₹37.59 31.1%
HSBC Large Cap Fund - Direct IDCW
HSBC
₹39.53 31.0%