Rating: ★ ★ ★ ☆ ☆

Edelweiss Large Cap Fund Direct Plan-Dividend Reinvestment Option

Equity

  

Large Cap Fund

NAV

19.34 + 0.18

as on (05 Jun, 2020)

RETURNS

3.14 %

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

Expense Ratio

0.59 %

Benchmark

IISL Nifty 50 TR INR

Asset Size

165.33 Cr.

(As of 30 Apr, 2019)

Risk

Moderately High

Objective

The investment objective is to seek to generate long-term capital appreciation from a portfolio predominantly consisting equity and equity-related securities of the 100 largest corporate by market capitalisation listed in India. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

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Fund manager

Bharat Lahoti

(since 02 May, 2017)

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹ 500

minimum investment

₹ 5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

HDFC Bank Ltd

8.44 %

Nifty 27/12/2018

7.68 %

Housing Development Finance Corp Ltd

7.47 %

Reliance Industries Ltd

6.21 %

Sector Allocation

About the Scheme Type

Large Cap Fund

FundsLarge Cap Mutual Funds invest in companies with large market capitalization, and who ae well-established players with good track record. Large cap funds are one of the less riskiest investment avenues and pose an attractive option for investors with lower risk appetite or who are relatively risk-averse. After SEBI’s re-categorization the large-cap companies are those thatfall within the top 100 ranks of the give benchmark. Large cap funds require patience from investors and ask for longer time periods for staying invested, usually for 5 – 7 years.

Ratings

This fund is rated 3 stars by Morning Star Ratings.

★ ★ ★ ☆ ☆

Overview of Edelweiss Asset Management Limited

Edelweiss Financial Services is one of India’s leading financial conglomerates, offering a robust platform, to a diversified client base across domestic and global geographies. Customer centricity is core to the Edelweiss Financial Services. Being present in every financial life stage of a customer, helping them create, grow and protect their wealth, are our key lines of business.

  • Credit (Retail, Corporate)
  • Investment & Advisory (Wealth Management, Asset Management and Capital Markets)
  • Insurance

Edelweiss Mutual Fund suite encompasses the entire risk return spectrum and are designed to offer the best opportunity for investment growth in Indian & global asset classes. We, at Edelweiss Mutual Fund, believe in providing simple True To Label products and solutions for investors. We also provide world class knowledge platforms for our partners and investors to keep them updated. Our endeavour is to provide the best digital experience to investors and partners through continuous innovation and cutting edge technology.

Edelweiss Financial Services group is an exciting place to work with young team and diverse experience. We strongly believe and value team work. We are present across the country in 11 locations with a robust team with rich experience across the Asset Management industry.