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Fund Overview of Edelweiss Large & Mid Cap Direct Plan-idcw
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₹4,556.7 CrAUM
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₹41.01NAV
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0.67%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Edelweiss Large & Mid Cap Direct Plan-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 7.61% | NA | 2.80% |
| 6 Months | 1.16% | NA | 12.07% |
| 1 Year | 4.42% | 4.42% | -3.06% |
| 2 Years | 12.16% | 5.90% | 20.08% |
| 3 Years | 59.94% | 16.95% | 19.56% |
| 5 Years | 105.57% | 15.50% | 23.46% |
| 7 Years | 215.83% | 17.86% | NA |
| 10 Years | 348.88% | 16.20% | 15.24% |
Compare Edelweiss Large & Mid Cap Direct Plan-idcw with other mutual funds in the same category
Edelweiss Large & Mid Cap Direct Plan-idcw
Motilal Oswal Large And Midcap Fund Direct-growth
Motilal Oswal Large And Midcap Fund Direct-idcw
Asset Allocation
equities
97.37%debt instruments
2.85%Edelweiss Large & Mid Cap Direct Plan-idcw is one Equity mutual fund offered by Edelweiss Mutual Fund. Launched on 01 Jan 2013, the fund aims Long term capital growth. Investments predominantly in equity and equity related securities. It manages assets worth ₹4,556.7 crore as on Sun May 31, 2026. The expense ratio stands at 0.67%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Edelweiss Large & Mid Cap Direct Plan-idcw
The portfolio allocation consists of 97.37% in equities, 2.85% in debt instruments.Managed by Trideep Bhattacharya, it has delivered a return of 4.42% in the last year, a total return since inception of 15.96%.
To take better investment decisions it is useful to also compare best sip in india suited to individual risk appetite.
Key Metrics of Edelweiss Large & Mid Cap Direct Plan-idcw
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Standard Deviation15.63%
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Sharpe Ratio0.74%
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Alpha4.19%
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Beta1.01%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Large And Midcap Fund Direct-growth  |
₹17,420 | 3.48% | 15.79% | 9.18% | 24.81% | 21.38% |
| Motilal Oswal Large And Midcap Fund Direct-idcw |
₹17,420 | 3.48% | 15.79% | 9.18% | 24.81% | 21.38% |
| Motilal Oswal Large And Midcap Fund Regular-growth |
₹17,420 | 3.39% | 15.50% | 8.08% | 23.32% | 19.78% |
| Motilal Oswal Large And Midcap Fund Regular-idcw |
₹17,420 | 3.39% | 15.50% | 8.08% | 23.32% | 19.78% |
| Invesco India Large & Mid Cap Fund Direct-growth |
₹10,154 | 6.05% | 15.27% | 8.41% | 24.01% | 18.96% |
| Invesco India Large & Mid Cap Fund Direct-idcw |
₹10,154 | 6.05% | 15.27% | 8.41% | 24.01% | 18.96% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹30,147 | 2.68% | 5.68% | 3.09% | 18.72% | 18.56% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-idcw |
₹30,147 | 2.68% | 5.68% | 3.09% | 18.72% | 18.56% |
| Bandhan Large & Mid Cap Fund Direct-growth |
₹17,461 | 0.69% | 8.15% | 6.63% | 22.08% | 18.54% |
| Bandhan Large & Mid Cap Fund Direct-idcw |
₹17,461 | 0.69% | 8.15% | 6.63% | 22.08% | 18.54% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Edelweiss Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Edelweiss Large & Mid Cap Direct Plan-growth
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₹4,557 | 2.59% | 7.61% | 1.16% | 4.42% | 16.95% |
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Edelweiss Large & Mid Cap Fund Regular-growth
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₹4,557 | 2.46% | 7.24% | 0.46% | 2.97% | 15.28% |
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Edelweiss Large & Mid Cap Fund Regular-idcw
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₹4,557 | 2.46% | 7.24% | 0.46% | 2.97% | 15.28% |
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Edelweiss Nifty Large Mid Cap 250 Index Fund Regular-growth
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₹323 | 2.36% | 7.69% | -0.37% | 2.30% | 14.90% |
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Edelweiss Nifty Large Mid Cap 250 Index Fund Direct-growth
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₹323 | 2.43% | 7.87% | -0.04% | 2.97% | 15.66% |
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Edelweiss Nifty Large Mid Cap 250 Index Fund Direct-idcw
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₹323 | 2.43% | 7.87% | -0.04% | 2.97% | 15.66% |
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Edelweiss Nifty Large Mid Cap 250 Index Fund Regular-idcw
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₹323 | 2.36% | 7.69% | -0.37% | 2.30% | 14.90% |
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Edelweiss Nifty Alpha Low Volatility 30 Index Fund Regular-growth
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₹96 | 1.65% | 3.57% | -2.88% | -2.05% | - |
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Edelweiss Nifty Alpha Low Volatility 30 Index Fund Direct-growth
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₹96 | 1.71% | 3.74% | -2.55% | -1.36% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Mirae Asset Large & Midcap Fund Regular-growth |
₹42,792 | ₹153.22 | 14.45% | 12.15% | 16.64% |
| Mirae Asset Large & Midcap Fund Direct-growth |
₹42,792 | ₹173.90 | 15.52% | 13.23% | 17.71% |
| Mirae Asset Large & Midcap Fund Regular-idcw |
₹42,792 | ₹47.13 | 14.45% | 12.15% | 16.64% |
| Mirae Asset Large & Midcap Fund Direct-idcw |
₹42,792 | ₹81.54 | 15.52% | 13.23% | 17.71% |
| SBI Large & Midcap Fund-growth |
₹39,424 | ₹636.90 | 14.28% | 14.35% | 14.89% |
| SBI Large & Midcap Fund Direct Plan-growth |
₹39,424 | ₹696.08 | 15.27% | 15.31% | 15.76% |
| SBI Large & Midcap Fund Direct Plan-idcw |
₹39,424 | ₹362.81 | 15.27% | 15.31% | 15.76% |
| SBI Large & Midcap Fund-idcw |
₹39,424 | ₹287.74 | 14.28% | 14.35% | 14.89% |
| ICICI Prudential Large & Mid Cap Fund-growth |
₹30,147 | ₹1,015.04 | 17.69% | 17.55% | 15.55% |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹30,147 | ₹1,142.87 | 18.72% | 18.56% | 16.62% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Hdfc Bank Ltd | Financial | 4.58% | ₹208.81 Cr |
| Others Cblo | Unspecified | 2.85% | ₹129.77 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 2.60% | ₹118.58 Cr |
| Larsen & Toubro Ltd | Industrials | 2.11% | ₹96.37 Cr |
| State Bank Of India | Financial | 2.07% | ₹94.35 Cr |
| The Federal Bank Ltd | Financial | 1.91% | ₹86.89 Cr |
| Cummins India Ltd | Industrials | 1.85% | ₹84.26 Cr |
| Bharti Airtel Ltd | Technology | 1.84% | ₹83.73 Cr |
| Ather Energy Ltd. | Consumer Discretionary | 1.71% | ₹77.78 Cr |
| Phoenix Mills Ltd | Real Estate | 1.69% | ₹77.01 Cr |
| Icici Bank Ltd | Financial | 1.68% | ₹76.38 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 1.61% | ₹73.15 Cr |
| Fortis Healthcare Ltd | Healthcare | 1.47% | ₹66.83 Cr |
| Max Financial Services Ltd | Financial | 1.45% | ₹65.85 Cr |
| Solar Industries India Ltd | Materials | 1.41% | ₹64.46 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 1.39% | ₹63.29 Cr |
| Shriram Transport Finance Company Ltd | Financial | 1.38% | ₹62.97 Cr |
| Infosys Ltd | Technology | 1.37% | ₹62.44 Cr |
| Axis Bank Ltd | Financial | 1.35% | ₹61.62 Cr |
| Bharat Electronics Ltd | Industrials | 1.34% | ₹61.26 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Large And Midcap Fund Direct-growth |
₹39.49 | 24.81% | 21.38% | - |
| Motilal Oswal Large And Midcap Fund Direct-idcw |
₹27.91 | 24.81% | 21.38% | - |
| Motilal Oswal Large And Midcap Fund Regular-growth |
₹35.87 | 23.32% | 19.78% | - |
| Motilal Oswal Large And Midcap Fund Regular-idcw |
₹25.47 | 23.32% | 19.78% | - |
| Invesco India Large & Mid Cap Fund Direct-growth |
₹125.59 | 24.01% | 18.96% | - |
| Invesco India Large & Mid Cap Fund Direct-idcw |
₹53.49 | 24.01% | 18.96% | - |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-growth |
₹1,142.87 | 18.72% | 18.56% | - |
| ICICI Prudential Large & Mid Cap Fund Direct Plan-idcw |
₹53.39 | 18.72% | 18.56% | - |
| Bandhan Large & Mid Cap Fund Direct-growth |
₹163.00 | 22.08% | 18.54% | - |
| Bandhan Large & Mid Cap Fund Direct-idcw |
₹36.26 | 22.08% | 18.54% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Edelweiss Large & Mid Cap Direct Plan-idcw
What is the current AUM of Edelweiss Large & Mid Cap Direct Plan-idcw?
As of Sun May 31, 2026, Edelweiss Large & Mid Cap Direct Plan-idcw manages assets worth ₹4,556.7 crore
How has Edelweiss Large & Mid Cap Direct Plan-idcw performed recently?
- 3 Months: 7.61%
- 6 Months: 1.16%
What is the long-term performance of Edelweiss Large & Mid Cap Direct Plan-idcw?
- 3 Years CAGR: 16.95%
- 5 Years CAGR: 15.50%
- Since Inception: 15.96%
What is the portfolio composition of Edelweiss Large & Mid Cap Direct Plan-idcw?
Equity: 97.37%, Debt: 2.85%, Others: -0.22%.
Who manages Edelweiss Large & Mid Cap Direct Plan-idcw?
Edelweiss Large & Mid Cap Direct Plan-idcw is managed by Trideep Bhattacharya from Edelweiss Mutual Fund.
What is the market-cap allocation of Edelweiss Large & Mid Cap Direct Plan-idcw?
Large Cap: 48.56%, Mid Cap: 38.82%, Small Cap: 12.62%.
Which are the top companies Edelweiss Large & Mid Cap Direct Plan-idcw has invested in?
- HDFC Bank Ltd – 4.58% of the fund's portfolio
- Others CBLO – 2.85% of the fund's portfolio
- Bharat Heavy Electricals Ltd – 2.60% of the fund's portfolio
- Larsen & Toubro Ltd – 2.11% of the fund's portfolio
- State Bank of India – 2.07% of the fund's portfolio
Which are the major sectors Edelweiss Large & Mid Cap Direct Plan-idcw focuses on?
- Financial – 16.03% of the fund's portfolio
- Industrials – 7.90% of the fund's portfolio
- Technology – 3.21% of the fund's portfolio
- Consumer Discretionary – 3.10% of the fund's portfolio
- Unspecified – 2.85% of the fund's portfolio
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