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Prudential Technology Bluechip Fund
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NAV as of ( Sep 09, 2022 )
₹ 61.78 0.17 % 1-D Change
Returns
16.2% p.a.
You get upto 1.71% extra returns
ET Money's Fund Report Card - Edelweiss Large & Mid Cap Fund
ET Money Rank
4
Out of 21
Performance Quality
Very Good
Generated returns consistently
4/5
Increased returns for each unit of additional risk
4/5
Downside Protection
Very Good
Controlled losses during market corrections
4/5
Delivered returns without frequent ups and downs
4/5
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Monthly SIP
Monthly SIP is not available for this fund
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Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
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Scheme Details
| ET Money Rank | 4 Out of 21 |
| VRO Rating | |
| Expense ratio | 0.52% As on Jul 31, 2022 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 1,526 Crs |
| Lock-in | No Lockin |
| Age | 9 yrs 8 m Since Jan 01, 2013 |
| Benchmark | Nifty Large Midcap 250 TRI |
| Min. Investment |
SIP ₹ 500 & Lumpsum ₹ 5000 |
About Edelweiss Large & Mid Cap Fund
Edelweiss Large & Mid Cap Direct Plan-Growth is a Large & MidCap mutual fund scheme from
Edelweiss Mutual Fund
. This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. Edelweiss Large & Mid Cap Direct Plan-Growth has ₹1,526 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.52%, which is less than what most other
Large & Midcap
funds charge.
.....
- Edelweiss Large & Mid Cap Direct Plan-Growth returns of last 1-year are 8.02%. Since launch, it has delivered 16.22% average annual returns. The fund has doubled the money invested in it every 3 yrs.
- Edelweiss Large & Mid Cap Direct Plan-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is above average.
- The fund has the majority of its money invested in Financial, Capital Goods, Automobile, Energy, Healthcare sectors. It has taken less exposure in Financial, Capital Goods sectors compared to other funds in the category.
- The fund's top 5 holdings are in ICICI Bank Ltd., Reliance Industries Ltd., HDFC Bank Ltd., ABB India Ltd., Infosys Ltd..
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Investment Returns Calculator
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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. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Aug 31, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 54.03%
Mid Cap 35.47%
Small Cap 6.48%
Other Cap 0%
Allocation by Sector
Financial 25.87%
Capital Goods 10.71%
Automobile 8.35%
Energy 6.46%
Top Debt Holdings
Others 4.39%
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
CBLO 4.39%
Other Holdings
Bifurcation by Holding is not available for this fund
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
Comparison with large & midcap Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Mirae Asset Emerging Bluechip Fund | 16.0% | ||
| Edelweiss Large & Mid Cap Fund | 15.44% | ||
| SBI Large & Midcap Fund | 14.94% | ||
| Quant Large and Mid Cap Fund | 14.79% | ||
| Sundaram Large and Mid Cap Fund | 14.69% | ||
| Canara Robeco Emerging Equities Fund | 14.32% | ||
| L&T Large and Midcap Fund | 9.66% | ||
| IDFC Core Equity Fund | 11.85% |
Trailing Returns and Ranks
as on Sep 12, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 2.75% | 2.78% | 13 / 23 |
| 3 months | 18.77% | 17.08% | 5 / 23 |
| 6 months | 10.03% | 9.8% | 11 / 23 |
| 1 year | 7.83% | 6.17% | 7 / 21 |
| 3 years | 24.51% | 22.75% | 5 / 20 |
| 5 years | 15.44% | 12.96% | 2 / 19 |
Know in detail about the returns of this fund See detailed Return Analysis
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
Edelweiss Large & Mid Cap Fund
EQUITY LARGE & MIDCAP
The fund aims to generate income and long term capital growth from a diversified portfolio of Large Cap and Mid Cap equity and equity related securities.
- Std. Dev : 21.38
- Alpha : 3.51
- Beta : 0.93
- Sharpe : 0.96
- Sortino : 1.02
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Trideep Bhattacharya
Mr. Bhattacharya is a B.Tech (Electrical Engineer), MBA (Finance)
Prior to joining Edelweiss Asset Management Limited he has worked with Axis Mutual Fund, State Street Global Advisors, UBS Global Asset Management and Kotak Securities.
-
Abhishek Gupta
Mr. Gupta is a B. Com., PGDM (Finance) CFA (Investments)
Prior to joining Edelweiss Asset Management Limited, he has worked with Goldman Sachs, Baer Capital and Deutsche Asset Management.
Edelweiss Mutual Fund
TOTAL AUM:
₹93,687 Crs
As on Jun 30, 2022
- Phone: +91 22 4093 3400
-
Address: Edelweiss House
Off C.S.T. Road,
Kalina
Mumbai, 400098
