Edelweiss Large Cap Fund - Plan B - IDCW Option

Edelweiss · Large Cap

High

₹80.56

Current NAV

25 Jun 2026

14.6%

1Y Return

13.6%

3Y CAGR

15.6%

5Y CAGR

Watchlist

Generates significant excess returns relative to benchmark index (Alpha: 3.46).
Very large asset base (AUM: ₹24,010 Cr) indicating high investor trust and liquidity.
Well-diversified portfolio aligned with the Large Cap mandate.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Investors seeking exposure to stable, blue-chip market leaders.

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

0.96

Sharpe Ratio

0.86

Beta

3.46

Alpha

1.21

Sortino

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