Edelweiss Large Cap

Diversified

Equity

India Super Value

Large Cap

Others

Emotionally driven

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Edelweiss Large Cap Fund Growth invests in large, stable Indian companies for steady long-term growth.

What This Strategy Does

Edelweiss Large Cap Gr is an equity large-cap fund which captures India's ₹200 trillion market capitalization through a quantitative, multi-factor approach, deploying capital across financials, industrials, and consumer sectors to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

0.1% AnnuallyAlpha

+10.4% vs +9.2% benchmarkSince Inception

+8.3% vs +6.1% benchmark3Y Annualized

+6.9% vs +4.5% benchmark5Y Annualized

Edelweiss Large Cap

Benchmark Index

Benchmark Performance Comparison

Edelweiss Large Cap Advantage Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation15.8%

Maximum Drawdown-16.5% | Oct 2024

Sharpe Ratio-0.15

Beta0.95

Upside Capture96%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Provides portfolio stability through exposure to India's most resilient businesses—companies that have demonstrated the ability to grow earnings across economic cycles. These market leaders typically reinvest cash flows into sustainable competitive moats, translating into steady wealth creation without dramatic volatility. Suitable for investors seeking predictable compounding with lower downside risk.

Portfolio Holdings Overview

SectoralAllocation

Energy & Infra7.51%

Services18.19%

Technology7.59%

Capital Goods17.33%

Financial Services27.37%

Consumers18.9%

Utilities3.11%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

ICICI Bank LtdFinancial Services7.66%

HDFC Bank LtdFinancial Services6.90%

Reliance Industries LtdEnergy & Infra5.56%

Larsen & Toubro LtdCapital Goods4.38%

Bharti Airtel LtdServices3.87%

Bajaj Finance LtdFinancial Services3.01%

Sun Pharmaceuticals Industries LtdServices3.00%

Titan Co LtdConsumers2.84%

State Bank of IndiaFinancial Services2.84%

Mahindra & Mahindra LtdConsumers2.80%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Bharat Lahoti

Lead Portfolio Manager

Mr. Bharat Lahoti has experience of 20 years. Manages 169 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹28,490 Cr Holds a MMS degree.

CW Expert Take

Edelweiss brings capital markets expertise to fund management. Their investment teams leverage deep sectoral knowledge from the parent group's domain experience. The fund house combines fundamental research with market structure understanding, useful across equity positioning and credit cycle navigation.

20 years

Combined Team Experience

₹ 28,490 Cr

Assets Under Management

Firm Overview

AMCEdelweiss Asset Management Limited

Total AUM₹1,80,658.3 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)2.47%

Exit Load1%

Regulatory & Tax Information

INF754K01046

ISIN

DailyDealing Frequency

BSE 100 India TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)