Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.38%
1 Month-11.68%
3 Months-12.42%
6 Months-8.55%
1 Year-4.07%
3 Years (CAGR)+11.09%
5 Years (CAGR)+10.29%
10 Years (CAGR)+12.21%
Since Inception (May 2009)+12.86%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-14.51%
3 Year SIP+1.23%
5 Year SIP+6.70%
Since Inception (May 2009)+11.87%
Fund Details
Fund HouseEdelweiss Mutual Fund
CategoryLarge Cap
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date21 May 2009
AMFI Code111935
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
Edelweiss Large Cap Fund -Plan B - Growth option aims to generate long-term capital appreciation by investing predominantly in large-cap companies — typically the top 100 stocks by market capitalisation. The fund seeks to provide investors with relatively stable equity returns through exposure to well-established businesses with proven track records.
About This Fund
Edelweiss Large Cap Fund -Plan B - Growth option is a Large Cap mutual fund offered by Edelweiss Mutual Fund. The fund has been operational for over 16 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations