Home Funds Edelweiss Large Cap Fund - Regular Plan - IDCW Opt

Edelweiss Large Cap Fund - Regular Plan - IDCW Option

Edelweiss · Large Cap
High
₹25.86
Current NAV
25 Jun 2026
27.0%
1Y Return
20.0%
3Y CAGR
17.0%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.60).
  • Very large asset base (AUM: ₹21,150 Cr) indicating high investor trust and liquidity.
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
1.60
Sharpe Ratio
0.90
Beta
-0.90
Alpha
2.08
Sortino
Fund Details
Fund House Edelweiss
Category Large Cap
AUM ₹21150 Cr
Expense Ratio 1.70%
Min SIP ₹500
Min Lumpsum ₹1000
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