Edelweiss Large Cap Fund

Previously Known As : Former Name Edelweiss Large Cap Advantage Fund
Click on + to See NAV
Fund Name NAV Date NAV Rupee Change Percent Change
Edelweiss Large Cap Fund - Regular Plan - IDCW Option 27/Sep/2023 23.45
-0.9000
-3.6961%
Edelweiss Large Cap Fund - Direct Plan - IDCW Option 27/Sep/2023 31.41
-0.8700
-2.6952%
Edelweiss Large Cap Fund - Plan C - IDCW Option 27/Sep/2023 51.93
0.2100
0.4060%
Edelweiss Large Cap Fund -Plan C - Growth option 27/Sep/2023 63.54
0.2600
0.4109%
Edelweiss Large Cap Fund - Regular Plan - Growth Option 27/Sep/2023 63.99
0.2600
0.4080%
Edelweiss Large Cap Fund -Plan B - Growth option 27/Sep/2023 64.38
0.2600
0.4055%
Edelweiss Large Cap Fund - Plan B - IDCW Option 27/Sep/2023 65.15
0.2700
0.4162%
Edelweiss Large Cap Fund - Direct Plan-Growth option 27/Sep/2023 71.45
0.2900
0.4075%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Edelweiss Large Cap Fund Analysis

Bmsmoney Large Cap Fund Category Rank: 2

Edelweiss Large Cap Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
2.38
2.61
No
No
No
17/29 1.42 / 4.45
1M Rolling Return %
1.51
1.50
Yes
No
No
16/30 0.44 / 2.15
3M Rolling Return %
4.97
4.28
Yes
Yes
No
7/29 1.98 / 5.74
6M Return %
18.35
18.63
No
No
No
17/29 14.10 / 24.70
6M Rolling Return %
7.35
5.80
Yes
Yes
No
6/29 2.87 / 9.83
1Y Return %
20.55
17.00
Yes
Yes
No
5/29 8.71 / 26.00
1Y Rolling Return %
9.62
8.93
Yes
No
No
9/26 2.78 / 15.92
3Y Return %
21.72
21.46
Yes
No
No
9/24 15.64 / 30.78
3Y Rolling Return %
15.68
15.22
Yes
No
No
8/24 11.24 / 18.42
5Y Return %
13.36
12.64
Yes
No
No
7/23 9.87 / 14.94
Standard Deviation
13.55
14.06
Yes
No
No
10/25 11.62 / 16.11
Semi Deviation
9.14
9.45
Yes
No
No
9/25 8.22 / 10.94
Max Drawdown
-11.44
-12.20
Yes
No
No
8/25 -17.27 / -6.79
VaR 1 Y
-12.40
-13.85
Yes
Yes
No
5/25 -19.12 / -11.47
Average Drawdown
-4.12
-5.27
Yes
Yes
No
6/25 -7.86 / -3.45
Sharpe Ratio
1.13
1.02
Yes
No
No
8/25 0.62 / 1.36
Sterling Ratio
1.09
1.03
Yes
Yes
No
7/25 0.62 / 1.71
Sortino Ratio
0.67
0.60
Yes
Yes
No
6/25 0.35 / 0.85
Jensen Alpha
0.88
0.39
Yes
No
No
10/25 -6.97 / 8.56
Treynor Ratio
0.17
0.16
Yes
No
No
11/25 0.09 / 0.23
Modigliani Square measure
25.14
22.96
Yes
Yes
No
6/25 16.60 / 27.36
Active Return
-1.11
-1.91
Yes
No
No
10/25 -7.70 / 5.18
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Sept. 27, 2023.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2023 KPIs: Key Performance Indicators

Edelweiss Large Cap Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Edelweiss Large Cap Fund

Top Performing Funds in Large Cap Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Aditya Birla Sun Life Frontline Equity Fund

5 The Aditya Birla Sun Life Frontline Equity Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 39% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Aditya Birla Sun Life Frontline Equity Fund performance snapshot section. 17.95% 23.27% -11.38% -12.42% 1.15 0.70 0.39

Edelweiss Large Cap Fund

2 The Edelweiss Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 36% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Edelweiss Large Cap Fund performance snapshot section. 20.55% 21.72% -11.44% -12.40% 1.13 0.67 0.36

Icici Prudential Bluechip Fund

1 The Icici Prudential Bluechip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has 22<sup>nd</sup> KPIs that are in top quartile. The fund has 96% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Icici Prudential Bluechip Fund performance snapshot section. 21.99% 25.33% -8.34% -11.65% 1.28 0.79 0.39

Kotak Bluechip Fund

3 The Kotak Bluechip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Kotak Bluechip Fund performance snapshot section. 17.53% 21.63% -11.63% -12.93% 1.14 0.67 0.38

Sbi Blue Chip Fund

4 The Sbi Blue Chip Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has 14<sup>th</sup> KPIs that are in top quartile. The fund has 61% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Sbi Blue Chip Fund performance snapshot section. 19.10% 23.94% -10.33% -11.81% 1.18 0.78 0.41

Edelweiss Large Cap Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
2.53
2.71
No
No
No
16/29 1.56 / 4.52
1M Rolling Return %
1.63
1.59
Yes
No
No
15/30 0.52 / 2.22
3M Rolling Return %
5.42
4.56
Yes
Yes
No
6/29 2.23 / 5.98
6M Return %
19.24
19.26
No
No
No
15/29 14.67 / 25.20
6M Rolling Return %
8.14
6.37
Yes
Yes
No
3/29 3.20 / 10.28
1Y Return %
22.41
18.26
Yes
Yes
No
4/29 9.77 / 27.05
1Y Rolling Return %
11.30
10.08
Yes
Yes
No
6/26 3.87 / 16.94
3Y Return %
23.58
22.70
Yes
No
No
9/24 16.92 / 31.87
3Y Rolling Return %
17.49
16.37
Yes
Yes
No
6/24 12.15 / 20.12
5Y Return %
15.03
13.73
Yes
Yes
No
5/23 10.05 / 16.33
Standard Deviation
13.55
14.06
Yes
No
No
10/25 11.62 / 16.11
Semi Deviation
9.14
9.45
Yes
No
No
9/25 8.22 / 10.94
Max Drawdown
-11.44
-12.20
Yes
No
No
8/25 -17.27 / -6.79
VaR 1 Y
-12.40
-13.85
Yes
Yes
No
5/25 -19.12 / -11.47
Average Drawdown
-4.12
-5.27
Yes
Yes
No
6/25 -7.86 / -3.45
Sharpe Ratio
1.13
1.02
Yes
No
No
8/25 0.62 / 1.36
Sterling Ratio
1.09
1.03
Yes
Yes
No
7/25 0.62 / 1.71
Sortino Ratio
0.67
0.60
Yes
Yes
No
6/25 0.35 / 0.85
Jensen Alpha
0.88
0.39
Yes
No
No
10/25 -6.97 / 8.56
Treynor Ratio
0.17
0.16
Yes
No
No
11/25 0.09 / 0.23
Modigliani Square measure
25.14
22.96
Yes
Yes
No
6/25 16.60 / 27.36
Active Return
-1.11
-1.91
Yes
No
No
10/25 -7.70 / 5.18
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Sept. 27, 2023.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2023 KPIs: Key Performance Indicators

Edelweiss Large Cap Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 2.38% 2.53%
1M Rolling Return % 1.51% 1.63%
3M Rolling Return % 4.97% 5.42%
6M Return % 18.35% 19.24%
6M Rolling Return % 7.35% 8.14%
1Y Return % 20.55% 22.41%
1Y Rolling Return % 9.62% 11.30%
3Y Return % 21.72% 23.58%
3Y Rolling Return % 15.68% 17.49%
5Y Return % 13.36% 15.03%
Standard Deviation 13.55% 13.55%
Semi Deviation 9.14% 9.14%
Max Drawdown -11.44% -11.44%
VaR 1 Y -12.40% -12.40%
Average Drawdown -4.12% -4.12%
Sharpe Ratio 1.13% 1.13%
Sterling Ratio 1.09% 1.09%
Sortino Ratio 0.67% 0.67%
Jensen Alpha 0.88% 0.88%
Treynor Ratio 0.17% 0.17%
Modigliani Square measure 25.14% 25.14%
Active Return -1.11% -1.11%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Edelweiss Large Cap Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 5.65% 21.35% 13.58% 0.00%
One Year -53.94% 103.35% 12.85% 25.32%
Three Year -13.92% 57.86% 12.41% 4.89%
Five Year -1.51% 45.16% 13.12% 0.07%
Seven Year 4.50% 28.59% 12.65% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Large Cap Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Jm Large Cap Fund

0.54
1
-0.42
3
4.45
1
8.51
2
20.68
5
20.81
4
19.22
18
12.33
15

Hdfc Top 100 Fund

0.51
2
-0.91
19
3.04
6
7.78
6
20.17
7
24.38
2
27.65
2
13.49
6

Icici Prudential Bluechip Fund

0.46
3
-0.83
14
3.30
5
7.85
4
19.45
9
21.99
3
25.33
3
14.16
4

Hsbc Large Cap Equity Fund

0.45
4
-0.81
13
2.55
14
6.29
13
18.93
12
17.63
11
20.71
13
12.43
14

Tata Large Cap Fund

0.44
5
-0.61
4
2.23
21
5.58
17
18.14
19
18.19
9
23.59
5
13.32
8

Mirae Asset Large Cap Fund

0.43
6
-1.13
26
1.89
25
5.40
18
16.94
24
15.21
22
20.20
15
12.91
11

Kotak Bluechip Fund

0.43
7
-0.83
15
2.59
13
6.08
14
17.42
22
17.53
13
21.63
10
13.97
5

Baroda Bnp Paribas Large Cap Fund

0.42
8
-0.78
9
2.37
18
6.71
9
17.80
20
18.35
8

Bank Of India Bluechip Fund

0.42
9
-0.25
2
3.72
4
7.33
7
20.60
6
15.94
20

Sundaram Large Cap Fund

0.41
10
-0.80
12
2.34
19
6.46
11
18.64
15
17.59
12

Sbi Blue Chip Fund

0.41
11
-0.64
5
2.53
15
4.43
25
18.42
16
19.10
6
23.94
4
14.19
3

Edelweiss Large Cap Fund

0.41
12
-0.74
8
2.38
17
18.35
17
20.55
5
21.72
9
13.36
7

Indiabulls Blue Chip Fund

0.40
13
-0.64
6
2.92
8
5.13
21
15.67
26
14.89
23
18.30
21
10.09
22

Idfc Large Cap Fund

0.35
14
-0.83
16
1.93
24
4.70
24
19.09
11
14.84
24
18.76
19
11.96
16

Nippon India Large Cap Fund

0.35
15
-0.74
7
2.80
10
8.82
1
24.70
1
26.00
1
30.78
1
14.94
1

Invesco India Largecap Fund

0.32
16
-0.88
18
1.88
26
5.28
20
21.27
4
17.52
14
20.41
14
12.91
12

Quant Large Cap Fund

0.32
17
-0.03
1
3.87
3
8.38
3
22.91
2
12.40
26

Aditya Birla Sun Life Frontline Equity Fund

0.31
18
-1.09
25
2.40
16
5.96
15
18.72
14
17.95
10
23.27
7
13.03
9

Franklin India Bluechip Fund

0.29
19
-1.22
28
2.03
23
4.79
23
16.47
25
15.43
21
23.37
6
11.03
21

Pgim India Large Cap Fund

0.28
20
-0.87
17
1.42
29
4.02
26
15.08
27
17.22
16
18.24
23
11.09
20

Uti Mastershare Unit Scheme

0.28
21
-0.92
20
2.88
9
5.84
16
18.16
18
14.30
25
21.24
12
12.95
10

Union Largecap Fund

0.27
22
-0.80
11
2.70
11
6.52
10
18.83
13
17.48
15
21.47
11
12.57
13

Dsp Top 100 Equity Fund

0.26
23
-1.69
29
1.55
28
6.29
12
19.80
8
19.02
7
19.84
17
11.57
19

Canara Robeco Bluechip Equity Fund

0.26
24
-0.98
22
2.13
22
4.84
22
16.96
23
16.26
19
20.15
16
14.71
2

Taurus Largecap Equity Fund

0.24
25
-1.05
23
4.30
2
7.81
5
21.53
3
9.84
28
18.59
20
9.87
23

Lic Mf Large Cap Fund

0.22
26
-1.07
24
1.67
27
3.67
28
14.10
29
10.58
27
18.28
22
11.89
17

Iti Large Cap Fund

0.22
27
-1.21
27
2.30
20
5.39
19
17.61
21
17.03
17

Mahindra Manulife Large Cap Pragati Yojana

0.17
28
-0.97
21
3.04
7
6.93
8
19.32
10
16.30
18
22.72
8

Axis Bluechip Fund

0.06
29
-0.79
10
2.62
12
3.87
27
14.67
28
8.71
29
15.64
24
11.88
18

Idbi India Top 100 Equity Fund

Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Jm Large Cap Fund

0.55
1
-0.41
3
4.52
1
8.72
3
21.13
5
21.68
5
20.29
18
13.38
14

Hdfc Top 100 Fund

0.51
2
-0.90
19
3.10
7
7.94
5
20.51
7
25.11
2
28.40
2
14.16
9

Icici Prudential Bluechip Fund

0.45
3
-0.82
16
3.35
5
8.00
4
19.78
11
22.70
3
26.08
3
14.88
6

Hsbc Large Cap Equity Fund

0.45
4
-0.80
14
2.64
14
6.54
12
19.50
12
18.76
15
21.86
15
13.47
13

Tata Large Cap Fund

0.44
5
-0.59
4
2.31
21
5.82
18
18.68
19
19.39
9
24.76
6
14.36
8

Mirae Asset Large Cap Fund

0.44
6
-1.11
26
1.98
26
5.67
20
17.53
24
16.39
22
21.47
16
14.13
10

Kotak Bluechip Fund

0.43
7
-0.81
15
2.70
13
6.41
14
18.16
22
19.04
13
23.15
10
15.33
3

Baroda Bnp Paribas Large Cap Fund

0.42
8
-0.76
10
2.48
17
7.03
9
18.51
21
19.76
8

Sundaram Large Cap Fund

0.42
9
-0.78
12
2.47
19
6.82
10
19.43
13
19.18
12

Sbi Blue Chip Fund

0.41
10
-0.63
5
2.60
15
4.62
25
18.85
17
19.96
6
24.85
5
15.05
4

Edelweiss Large Cap Fund

0.41
11
-0.72
8
2.53
16
19.24
15
22.41
4
23.58
9
15.03
5

Bank Of India Bluechip Fund

0.41
12
-0.24
2
3.78
4
7.49
7
21.10
6
17.19
20

Indiabulls Blue Chip Fund

0.40
13
-0.66
6
3.02
8
5.46
21
16.34
26
16.23
24
19.89
21
11.61
22

Idfc Large Cap Fund

0.36
14
-0.80
13
2.05
24
5.03
24
19.83
10
16.27
23
20.24
19
13.23
16

Nippon India Large Cap Fund

0.36
15
-0.72
7
2.88
10
9.04
1
25.20
1
27.05
1
31.87
1
15.92
2

Invesco India Largecap Fund

0.33
16
-0.83
17
2.01
25
5.67
19
22.13
3
19.26
11
22.16
13
14.54
7

Quant Large Cap Fund

0.32
17
-0.00
1
4.02
3
8.84
2
23.93
2
14.36
26

Aditya Birla Sun Life Frontline Equity Fund

0.32
18
-1.07
25
2.46
20
6.14
15
19.11
16
18.75
16
24.11
8
13.81
12

Union Largecap Fund

0.31
19
-0.76
11
2.80
11
6.74
11
19.37
14
18.36
18
22.31
12
13.27
15

Franklin India Bluechip Fund

0.29
20
-1.20
28
2.11
23
5.06
23
17.05
25
16.48
21
24.35
7
11.90
21

Pgim India Large Cap Fund

0.29
21
-0.84
18
1.56
29
4.42
26
15.96
27
19.02
14
20.04
20
12.70
19

Uti Mastershare Unit Scheme

0.28
22
-0.90
20
2.97
9
6.07
16
18.67
20
15.31
25
22.33
11
13.96
11

Canara Robeco Bluechip Equity Fund

0.27
23
-0.96
22
2.25
22
5.20
22
17.66
23
17.76
19
21.90
14
16.33
1

Dsp Top 100 Equity Fund

0.26
24
-1.68
29
1.62
28
6.50
13
20.27
9
19.95
7
20.77
17
12.41
20

Taurus Largecap Equity Fund

0.24
25
-1.05
24
4.31
2
7.83
6
21.58
4
9.94
28
18.69
23
10.05
23

Lic Mf Large Cap Fund

0.23
26
-1.05
23
1.76
27
3.94
28
14.67
29
11.72
27
19.76
22
13.17
18

Iti Large Cap Fund

0.22
27
-1.18
27
2.48
18
5.90
17
18.75
18
19.37
10

Mahindra Manulife Large Cap Pragati Yojana

0.17
28
-0.94
21
3.19
6
7.38
8
20.32
8
18.46
17
24.98
4

Axis Bluechip Fund

0.09
29
-0.75
9
2.72
12
4.14
27
15.22
28
9.77
29
16.92
24
13.18
17

Idbi India Top 100 Equity Fund

Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Frontline Equity Fund

1.78
8
4.36
13
6.25
9
10.21
5
15.84
7

Axis Bluechip Fund

0.69
29
1.98
29
2.87
29
2.78
26
15.25
16

Franklin India Bluechip Fund

1.45
18
2.80
28
4.75
24
5.37
25
15.21
17

Mirae Asset Large Cap Fund

1.61
13
4.10
18
5.35
18
8.64
14
15.56
9

Canara Robeco Bluechip Equity Fund

1.14
26
4.27
15
5.80
15
7.96
18
18.36
2

Dsp Top 100 Equity Fund

1.30
23
4.18
16
7.71
3
7.32
22
11.30
23

Edelweiss Large Cap Fund

1.51
16
4.97
7
7.35
6
9.62
9
15.68
8

Hdfc Top 100 Fund

1.96
4
5.69
2
8.09
2
14.07
2
14.46
19

Hsbc Large Cap Equity Fund

1.62
12
4.02
20
5.23
20
7.58
21
14.57
18

Icici Prudential Bluechip Fund

2.15
1
5.74
1
7.41
5
12.86
3
17.01
3

Idbi India Top 100 Equity Fund

0.44
30
3.72
23
5.87
12
9.55
10
18.42
1

Idfc Large Cap Fund

0.97
27
3.48
24
5.84
13
8.10
16
15.36
13

Indiabulls Blue Chip Fund

1.39
19
4.41
11
4.66
25
7.82
20
11.24
24

Invesco India Largecap Fund

1.32
22
3.43
25
5.61
17
10.21
4
15.47
11

Jm Large Cap Fund

1.81
6
5.13
6
6.54
7
9.93
8
14.44
20

Kotak Bluechip Fund

1.66
11
4.01
21
6.29
8
8.84
12
16.84
5

Mahindra Pragati Bluechip Yojana

2.00
3
4.13
17
4.79
23
8.11
15

Nippon India Large Cap Fund

2.15
2
5.60
3
9.83
1
15.92
1
15.52
10

Pgim India Large Cap Fund

1.27
24
4.76
10
6.24
10
7.16
23
12.93
21

Sbi Blue Chip Fund

1.26
25
4.36
12
7.62
4
9.40
11
16.46
6

Tata Large Cap Fund

1.81
7
4.89
8
5.83
14
10.02
6
15.28
15

Union Largecap Fund

1.57
15
4.03
19
5.34
19
8.78
13
15.29
14

Uti Mastershare Unit Scheme

1.61
14
3.17
27
4.24
26
7.93
19
16.88
4

Taurus Largecap Equity Fund

1.50
17
4.29
14
3.16
28
8.00
17
12.57
22

Lic Mf Large Cap Fund

0.91
28
3.17
26
3.40
27
6.15
24
15.39
12

Iti Large Cap Fund

1.35
21
5.45
4
5.67
16

Sundaram Large Cap Fund

1.73
10
5.24
5
5.20
21
9.98
7

Boi Axa Bluechip Fund

1.37
20
3.89
22
5.08
22

Baroda Bnp Paribas Large Cap Fund

1.74
9
4.86
9
6.06
11

Quant Large Cap Fund

1.89
5
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Frontline Equity Fund

1.84
10
4.54
15
6.61
12
10.96
9
16.63
13

Axis Bluechip Fund

0.78
29
2.23
29
3.36
28
3.87
26
16.63
12

Franklin India Bluechip Fund

1.52
19
3.02
28
5.23
25
6.19
25
16.07
16

Mirae Asset Large Cap Fund

1.69
13
4.37
17
5.89
19
9.80
14
16.83
9

Canara Robeco Bluechip Equity Fund

1.26
26
4.63
13
6.59
13
9.63
15
20.12
1

Dsp Top 100 Equity Fund

1.37
24
4.39
16
8.14
4
8.14
22
12.15
24

Edelweiss Large Cap Fund

1.63
15
5.42
6
8.14
3
11.30
6
17.49
6

Hdfc Top 100 Fund

2.01
5
5.84
3
8.41
2
14.73
2
15.13
20

Hsbc Large Cap Equity Fund

1.70
12
4.28
20
5.74
22
8.61
21
15.65
18

Icici Prudential Bluechip Fund

2.20
2
5.88
2
7.70
6
13.58
3
17.76
5

Idbi India Top 100 Equity Fund

0.52
30
4.02
23
6.46
15
10.77
10
19.81
2

Idfc Large Cap Fund

1.08
27
3.80
25
6.51
14
9.46
17
16.66
11

Indiabulls Blue Chip Fund

1.47
21
4.73
11
5.37
24
9.17
18
12.84
22

Invesco India Largecap Fund

1.42
22
3.82
24
6.41
17
11.83
4
17.05
8

Jm Large Cap Fund

1.87
7
5.32
7
6.92
9
11.05
7
15.59
19

Kotak Bluechip Fund

1.76
11
4.34
18
6.98
8
10.19
12
18.23
3

Mahindra Pragati Bluechip Yojana

2.19
3
4.64
12
5.82
20
10.07
13

Nippon India Large Cap Fund

2.22
1
5.83
4
10.28
1
16.94
1
16.52
14

Pgim India Large Cap Fund

1.40
23
5.17
10
7.04
7
8.78
20
14.55
21

Sbi Blue Chip Fund

1.32
25
4.55
14
8.01
5
10.24
11
17.34
7

Tata Large Cap Fund

1.89
6
5.18
8
6.44
16
10.98
8
16.28
15

Union Largecap Fund

1.61
16
4.24
21
5.70
23
9.58
16
16.02
17

Uti Mastershare Unit Scheme

1.68
14
3.40
27
4.69
26
8.92
19
17.95
4

Taurus Largecap Equity Fund

1.51
20
4.31
19
3.20
29
8.09
23
12.73
23

Lic Mf Large Cap Fund

1.00
28
3.44
26
3.92
27
7.40
24
16.80
10

Iti Large Cap Fund

1.53
17
5.98
1
6.74
10

Sundaram Large Cap Fund

1.85
8
5.60
5
5.91
18
11.69
5

Boi Axa Bluechip Fund

1.53
18
4.11
22
5.80
21

Baroda Bnp Paribas Large Cap Fund

1.84
9
5.18
9
6.69
11

Quant Large Cap Fund

2.05
4
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Frontline Equity Fund

-12.42
6
-11.38
7
-4.13
7
14.01
13
9.31
12

Baroda Bnp Paribas Large Cap Fund

Canara Robeco Bluechip Equity Fund

-12.69
8
-12.48
13
-4.35
9
13.09
2
8.79
2

Dsp Top 100 Equity Fund

-15.50
22
-14.68
24
-5.63
18
13.48
8
9.08
8

Edelweiss Large Cap Fund

-12.40
5
-11.44
8
-4.12
6
13.55
10
9.14
9

Franklin India Bluechip Fund

-16.80
24
-13.13
17
-6.34
20
15.14
22
9.79
20

Hdfc Top 100 Fund

-15.09
21
-6.79
1
-3.93
3
15.28
23
10.10
23

Hsbc Large Cap Equity Fund

-14.84
19
-13.08
16
-4.99
12
14.82
21
9.84
22

Icici Prudential Bluechip Fund

-11.65
2
-8.34
3
-3.45
1
13.32
6
8.87
4

Idbi India Top 100 Equity Fund

-12.97
10
-12.00
12
-6.36
21
14.15
14
9.79
19

Idfc Large Cap Fund

-13.31
12
-13.18
18
-5.65
19
13.33
7
8.80
3

Indiabulls Blue Chip Fund

-16.32
23
-12.63
14
-5.59
16
14.34
17
9.80
21

Invesco India Largecap Fund

-14.03
16
-14.38
22
-5.62
17
13.82
11
9.68
17

Jm Large Cap Fund

-11.47
1
-10.73
5
-3.50
2
11.62
1
8.22
1

Kotak Bluechip Fund

-12.93
9
-11.63
9
-4.90
10
13.28
5
9.02
7

Lic Mf Large Cap Fund

-12.28
4
-14.50
23
-6.97
22
14.33
16
9.41
13

Mahindra Manulife Large Cap Pragati Yojana

-14.94
20
-11.66
10
-5.51
14
13.54
9
9.18
10

Mirae Asset Large Cap Fund

-13.39
13
-10.99
6
-4.17
8
13.21
3
8.98
6

Nippon India Large Cap Fund

-14.66
17
-7.75
2
-4.01
4
16.11
25
10.67
24

Sbi Blue Chip Fund

-11.81
3
-10.33
4
-4.04
5
14.54
19
9.29
11

Tata Large Cap Fund

-13.46
14
-11.92
11
-5.55
15
14.35
18
9.71
18

Taurus Largecap Equity Fund

-19.12
25
-13.52
19
-7.86
25
15.95
24
10.94
25

Union Largecap Fund

-12.66
7
-14.04
20
-5.15
13
14.21
15
9.60
15

Uti Mastershare Unit Scheme

-13.70
15
-12.94
15
-4.97
11
13.99
12
9.51
14

Pgim India Large Cap Fund

-13.15
11
-14.17
21
-7.41
23
13.23
4
8.98
5

Axis Bluechip Fund

-14.67
18
-17.27
25
-7.42
24
14.78
20
9.68
16
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Frontline Equity Fund

1.15
5
0.70
5
1.14
5
0.39
1.00
9 0.95 8
0.97
5
0.17
9
25.21
5
-0.26
9

Baroda Bnp Paribas Large Cap Fund

Canara Robeco Bluechip Equity Fund

1.05
12
0.61
11
0.96
13
0.38
-0.77
16 0.89 15
0.97
4
0.15
15
23.93
9
-3.49
17

Dsp Top 100 Equity Fund

0.91
20
0.51
19
0.82
22
0.39
-2.01
20 0.88 19
0.89
15
0.14
20
21.58
19
-5.04
21

Edelweiss Large Cap Fund

1.13
8
0.67
6
1.09
7
0.36
0.88
10 0.92 11
0.97
1
0.17
11
25.14
6
-1.11
10

Franklin India Bluechip Fund

0.94
18
0.56
16
0.96
14
0.40
4.97
3 0.76 24
0.50
25
0.19
4
20.74
20
-0.24
8

Hdfc Top 100 Fund

1.21
3
0.74
4
1.59
2
0.39
8.56
1 0.80 22
0.55
24
0.23
1
24.68
8
4.24
2

Hsbc Large Cap Equity Fund

0.89
21
0.51
20
0.91
17
0.36
-3.29
22 0.99 3
0.95
7
0.13
21
20.72
21
-3.46
16

Icici Prudential Bluechip Fund

1.28
2
0.79
2
1.38
3
0.39
7.89
2 0.76 23
0.65
23
0.22
2
26.65
2
2.74
3

Idbi India Top 100 Equity Fund

1.12
9
0.63
10
1.09
8
0.37
4.02
5 0.88 17
0.77
21
0.18
5
23.83
12
1.44
4

Idfc Large Cap Fund

1.01
15
0.59
13
0.93
15
0.37
-0.64
15 0.87 20
0.91
14
0.15
14
23.27
15
-3.72
19

Indiabulls Blue Chip Fund

0.80
22
0.43
23
0.85
21
0.40
-4.20
23 0.96 7
0.94
10
0.12
23
19.56
22
-5.27
22

Invesco India Largecap Fund

1.02
14
0.55
17
0.91
18
0.36
0.51
13 0.88 18
0.86
18
0.16
12
23.30
14
-2.40
13

Jm Large Cap Fund

0.94
19
0.50
21
0.90
19
0.38
0.52
12 0.74 25
0.88
17
0.15
17
23.56
13
-5.74
23

Kotak Bluechip Fund

1.14
6
0.67
7
1.08
9
0.38
1.15
8 0.90 14
0.97
2
0.17
10
25.45
3
-1.27
11

Lic Mf Large Cap Fund

0.78
23
0.45
22
0.77
24
0.40
-1.33
18 0.90 13
0.78
20
0.12
22
18.63
23
-3.55
18

Mahindra Manulife Large Cap Pragati Yojana

1.05
11
0.60
12
1.03
11
0.39
0.05
14 0.90 12
0.94
11
0.16
13
23.83
11
-2.33
12

Mirae Asset Large Cap Fund

1.09
10
0.63
9
1.07
10
0.37
4.01
6 0.81 21
0.75
22
0.18
6
23.86
10
-0.09
7

Nippon India Large Cap Fund

1.36
1
0.85
1
1.71
1
0.39
4.12
4 1.04 1
0.88
16
0.21
3
27.36
1
5.18
1

Sbi Blue Chip Fund

1.18
4
0.78
3
1.25
4
0.41
0.75
11 0.98 4
0.95
8
0.18
7
25.24
4
0.17
5

Tata Large Cap Fund

1.14
7
0.66
8
1.12
6
0.36
1.52
7 0.94 10
0.93
12
0.17
8
25.10
7
0.02
6

Taurus Largecap Equity Fund

0.71
24
0.38
24
0.81
23
0.42
-6.30
24 1.01 2
0.84
19
0.11
24
17.40
24
-6.08
24

Union Largecap Fund

0.98
16
0.57
15
0.91
16
0.37
-2.35
21 0.97 6
0.97
3
0.14
19
22.39
18
-3.19
15

Uti Mastershare Unit Scheme

1.03
13
0.59
14
0.98
12
0.40
-1.39
19 0.94 9
0.96
6
0.15
16
23.18
16
-2.76
14

Pgim India Large Cap Fund

0.97
17
0.55
18
0.86
20
0.39
-0.93
17 0.88 16
0.94
9
0.15
18
22.84
17
-3.74
20

Axis Bluechip Fund

0.62
25
0.35
25
0.62
25
0.38
-6.97
25 0.97 5
0.91
13
0.09
25
16.60
25
-7.70
25

Edelweiss Large Cap Fund Additional Return Analysis

Edelweiss Large Cap Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 1004.08 992.55 1023.84 1183.47 1205.54 1803.55 1871.60
Direct Plan Value of 1000 Rupee 1004.08 992.77 1025.25 1192.42 1224.09 1887.22 2013.81
Fund Information
Fund Launch Date: 04/May/2009
Fund Category: Large Cap Fund
Investment Objective: The investment objective is to seek to generate long-term capital appreciation from a portfolio predominantly consisting equity and equityrelated 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.
Fund Description: An open ended equity scheme predominantly investing in large cap stocks
Fund Benchmark: (Nifty 50 TR Index
Source: Fund FactSheet


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