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 25/Nov/2022 23.04
%
Edelweiss Large Cap Fund - Direct Plan - IDCW Option 25/Nov/2022 29.82
%
Edelweiss Large Cap Fund - Plan C - IDCW Option 25/Nov/2022 46.67
%
Edelweiss Large Cap Fund -Plan C - Growth option 25/Nov/2022 57.1
%
Edelweiss Large Cap Fund - Regular Plan - Growth Option 25/Nov/2022 57.51
%
Edelweiss Large Cap Fund -Plan B - Growth option 25/Nov/2022 57.86
%
Edelweiss Large Cap Fund - Plan B - IDCW Option 25/Nov/2022 58.54
%
Edelweiss Large Cap Fund - Direct Plan-Growth option 25/Nov/2022 63.41
%

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

Fund Performance Analysis

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 %
3.79
3.35
Yes
No
No
9/31 1.64 / 4.85
1M Rolling Return %
-0.62
-0.64
Yes
No
No
11/29 -1.31 / 0.28
3M Return %
5.79
4.57
Yes
Yes
No
8/31 1.75 / 6.30
3M Rolling Return %
-1.28
-1.30
Yes
No
No
16/29 -3.24 / 0.60
6M Return %
15.34
14.63
Yes
No
No
10/30 11.23 / 19.41
6M Rolling Return %
-0.19
-0.02
No
No
No
15/28 -2.63 / 3.78
1Y Return %
4.72
2.96
Yes
Yes
No
7/29 -4.63 / 11.02
1Y Rolling Return %
20.71
21.11
No
No
No
18/26 12.52 / 24.79
3Y Return %
15.35
14.64
Yes
No
No
9/26 10.22 / 17.61
3Y Rolling Return %
13.62
13.33
Yes
No
No
10/25 9.61 / 17.18
5Y Return %
12.04
10.79
Yes
Yes
No
3/25 8.11 / 13.91
Standard Deviation
19.38
19.22
No
No
No
12/27 11.84 / 22.99
Semi Deviation
14.84
14.47
No
No
No
15/27 8.38 / 17.55
Max Drawdown
-26.78
-25.98
No
No
No
10/27 -33.63 / -8.15
VaR 1 Y
-16.75
-17.29
Yes
No
No
10/27 -23.59 / -12.78
Average Drawdown
-8.03
-8.22
Yes
No
No
10/27 -11.16 / -3.85
Sharpe Ratio
0.41
0.39
Yes
No
No
11/27 0.02 / 0.58
Sterling Ratio
0.35
0.34
Yes
No
No
10/27 0.24 / 0.51
Sortino Ratio
0.20
0.20
Yes
No
No
13/27 0.04 / 0.28
Jensen Alpha
-0.65
-0.59
No
No
No
13/25 -6.20 / 5.04
Treynor Ratio
0.10
0.10
No
No
No
14/25 0.06 / 0.16
Modigliani Square measure
14.77
14.47
Yes
No
No
11/25 10.07 / 22.87
Active Return
-0.01
-0.01
Yes
No
No
12/25 -0.06 / 0.02
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 25, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Edelweiss Large Cap Fund Performance Analysis

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

Canara Robeco Bluechip Equity Fund

5 The Canara Robeco Bluechip Equity Fund is a Large Cap Fund. In the Large Cap Fund category there are 31 funds. The fund has 16 KPIs that are in top quartile. The fund has 70% 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 four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Canara Robeco Bluechip Equity Fund performance snapshot section. 2.25% 16.93% -21.91% -15.22% 0.58 0.28 0.48

Icici Prudential Bluechip Fund

6 The Icici Prudential Bluechip Fund is a Large Cap Fund. In the Large Cap Fund category there are 31 funds. The fund has 14 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 one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Icici Prudential Bluechip Fund performance snapshot section. 7.19% 17.12% -28.55% -17.92% 0.44 0.21 0.49

Idbi India Top 100 Equity Fund

1 The Idbi India Top 100 Equity Fund is a Large Cap Fund. In the Large Cap Fund category there are 31 funds. The fund has 19 KPIs that are in top quartile. The fund has 83% 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 Idbi India Top 100 Equity Fund performance snapshot section. 4.97% 17.61% -24.18% -15.33% 0.53 0.26 0.47

Idfc Large Cap Fund

3 The Idfc Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 31 funds. The fund has seven KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has five KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Idfc Large Cap Fund performance snapshot section. -0.47% 14.56% -24.90% -14.04% 0.43 0.21 0.48

Jm Large Cap Fund

2 The Jm Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 31 funds. The fund has 13 KPIs that are in top quartile. The fund has 57% 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 one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Jm Large Cap Fund performance snapshot section. 3.75% 15.14% -11.82% -13.26% 0.54 0.27 0.43

Uti Mastershare Unit Scheme

4 The Uti Mastershare Unit Scheme is a Large Cap Fund. In the Large Cap Fund category there are 31 funds. The fund has ten KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Uti Mastershare Unit Scheme performance snapshot section. 0.69% 16.42% -25.97% -16.72% 0.46 0.23 0.49

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 %
3.93
3.45
Yes
No
No
9/31 1.70 / 4.99
1M Rolling Return %
-0.48
-0.55
Yes
No
No
12/29 -1.22 / 0.37
3M Return %
6.25
4.86
Yes
Yes
No
7/31 2.03 / 6.87
3M Rolling Return %
-0.90
-1.03
Yes
No
No
14/29 -2.84 / 0.80
6M Return %
16.28
15.26
Yes
Yes
No
6/30 11.66 / 19.92
6M Rolling Return %
0.57
0.53
Yes
No
No
12/28 -2.08 / 4.24
1Y Return %
6.39
4.09
Yes
Yes
No
5/29 -3.54 / 11.84
1Y Rolling Return %
22.77
22.37
Yes
No
No
15/26 13.40 / 26.51
3Y Return %
17.18
15.81
Yes
Yes
No
7/26 11.09 / 18.95
3Y Rolling Return %
15.26
14.45
Yes
Yes
No
7/25 10.60 / 18.83
5Y Return %
13.56
11.90
Yes
Yes
No
3/25 8.40 / 15.47
Standard Deviation
19.38
19.22
No
No
No
12/27 11.84 / 22.99
Semi Deviation
14.84
14.47
No
No
No
15/27 8.38 / 17.55
Max Drawdown
-26.78
-25.98
No
No
No
10/27 -33.63 / -8.15
VaR 1 Y
-16.75
-17.29
Yes
No
No
10/27 -23.59 / -12.78
Average Drawdown
-8.03
-8.22
Yes
No
No
10/27 -11.16 / -3.85
Sharpe Ratio
0.41
0.39
Yes
No
No
11/27 0.02 / 0.58
Sterling Ratio
0.35
0.34
Yes
No
No
10/27 0.24 / 0.51
Sortino Ratio
0.20
0.20
Yes
No
No
13/27 0.04 / 0.28
Jensen Alpha
-0.65
-0.59
No
No
No
13/25 -6.20 / 5.04
Treynor Ratio
0.10
0.10
No
No
No
14/25 0.06 / 0.16
Modigliani Square measure
14.77
14.47
Yes
No
No
11/25 10.07 / 22.87
Active Return
-0.01
-0.01
Yes
No
No
12/25 -0.06 / 0.02
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 25, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Edelweiss Large Cap Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 3.79% 3.93%
1M Rolling Return % -0.62% -0.48%
3M Return % 5.79% 6.25%
3M Rolling Return % -1.28% -0.90%
6M Return % 15.34% 16.28%
6M Rolling Return % -0.19% 0.57%
1Y Return % 4.72% 6.39%
1Y Rolling Return % 20.71% 22.77%
3Y Return % 15.35% 17.18%
3Y Rolling Return % 13.62% 15.26%
5Y Return % 12.04% 13.56%
Standard Deviation 19.38% 19.38%
Semi Deviation 14.84% 14.84%
Max Drawdown -26.78% -26.78%
VaR 1 Y -16.75% -16.75%
Average Drawdown -8.03% -8.03%
Sharpe Ratio 0.41% 0.41%
Sterling Ratio 0.35% 0.35%
Sortino Ratio 0.20% 0.20%
Jensen Alpha -0.65% -0.65%
Treynor Ratio 0.10% 0.10%
Modigliani Square measure 14.77% 14.77%
Active Return -0.01% -0.01%

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% 13.65% 0.00%
One Year -53.94% 103.35% 13.08% 24.45%
Three Year -13.92% 57.86% 12.50% 4.89%
Five Year -1.51% 45.16% 13.18% 0.07%
Seven Year 4.50% 28.59% 12.73% 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

Pgim India Large Cap Fund

0.45
1
1.73
1
4.85
1
6.22
2
15.66
5
2.97
16
12.64
22
9.64
21

Nippon India Large Cap Fund

0.44
2
1.57
2
3.58
11
6.17
4
19.41
1
10.87
2
16.62
4
11.46
9

Taurus Largecap Equity Fund

0.39
3
0.16
31
3.67
10
2.19
30
15.88
4
6.72
4
12.56
23
8.11
25

Quant Large Cap Fund

0.39
4
1.49
5
2.91
23
2.56
29

Baroda Bnp Paribas Large Cap Fund

0.36
5
1.56
3
4.19
5
5.79
9
15.30
12

Tata Large Cap Fund

0.35
6
1.21
17
4.34
4
5.47
11
14.68
19
4.36
10
14.68
17
10.50
15

Hdfc Top 100 Fund

0.34
7
1.52
4
4.78
2
6.18
3
16.34
2
11.02
1
15.20
10
10.55
14

Kotak Bluechip Fund

0.34
8
1.44
6
3.05
20
3.83
24
13.67
21
2.90
18
16.01
7
11.98
5

Mirae Asset Large Cap Fund

0.31
9
1.23
13
3.33
17
4.73
13
13.26
25
3.21
15
14.91
13
11.51
8

Indiabulls Blue Chip Fund

0.26
10
1.36
9
4.57
3
5.98
6
15.57
7
4.71
8
11.08
25
9.04
23

Icici Prudential Bluechip Fund

0.26
11
1.19
19
3.48
13
5.81
7
15.15
15
7.19
3
17.12
2
11.94
6

Sundaram Large Cap Fund

0.24
12
1.38
8
4.17
6
6.09
5
15.46
9
4.71
9

Hsbc Large Cap Equity Fund

0.22
13
1.40
7
2.95
21
4.34
19
15.93
3
3.42
14
13.63
19
10.56
13

Uti Mastershare Unit Scheme

0.20
14
1.10
24
3.15
19
4.00
23
13.56
22
0.69
21
16.42
5
12.03
4

Idbi India Top 100 Equity Fund

0.19
15
1.22
15
3.46
15
4.86
12
15.58
6
4.97
5
17.61
1
11.71
7

Aditya Birla Sun Life Frontline Equity Fund

0.19
16
1.22
14
3.28
18
4.59
15
15.04
17
4.20
11
15.62
8
10.43
17

Franklin India Bluechip Fund

0.18
17
1.31
12
4.08
7
2.97
28
11.23
30
-1.27
26
14.69
16
9.20
22

Jm Large Cap Fund

0.16
18
1.14
21
2.92
22
5.76
10
15.18
13
3.75
12
15.14
11
10.18
18

Iti Large Cap Fund

0.15
19
1.19
18
3.97
8
6.30
1
15.04
16
0.11
22

Dsp Top 100 Equity Fund

0.14
20
1.10
23
1.64
31
4.24
20
14.95
18
3.62
13
10.22
26
8.61
24

Mahindra Pragati Bluechip Yojana

0.13
21
1.21
16
3.41
16
4.68
14
12.46
28
2.33
19
14.86
14

Invesco India Largecap Fund

0.11
22
1.33
10
2.88
24
3.16
27
12.63
27
-1.68
27
15.12
12
11.05
11

Sbi Blue Chip Fund

0.11
23
1.01
28
3.52
12
4.41
18
15.34
11
4.74
6
16.06
6
11.18
10

Idfc Large Cap Fund

0.06
24
0.93
29
2.68
27
3.30
26
14.23
20
-0.47
25
14.56
18
10.08
20

Union Largecap Fund

0.06
25
1.13
22
3.46
14
4.09
22
13.52
23
-0.12
23
14.76
15
10.18
19

L&T India Large Cap Fund

0.04
26
1.19
20
2.10
29
4.41
17
15.49
8
2.91
17
13.62
20
10.48
16

Canara Robeco Bluechip Equity Fund

0.02
27
1.09
25
2.86
25
4.49
16
13.49
24
2.25
20
16.93
3
13.91
1

Edelweiss Large Cap Fund

0.00
29
1.32
11
3.79
9
5.79
8
15.34
10
4.72
7
15.35
9
12.04
3

Boi Axa Bluechip Fund

0.00
29
1.02
27
2.24
28
4.19
21
15.16
14
-1.88
28

Lic Mf Large Cap Fund

-0.05
30
1.03
26
2.81
26
3.46
25
12.63
26
-0.45
24
12.94
21
10.69
12

Axis Bluechip Fund

-0.22
31
0.54
30
1.78
30
1.75
31
11.71
29
-4.63
29
12.20
24
12.59
2
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

Pgim India Large Cap Fund

0.46
1
1.76
1
4.99
1
6.63
2
16.54
3
4.50
13
14.32
21
11.24
20

Nippon India Large Cap Fund

0.44
2
1.58
3
3.66
11
6.40
4
19.92
1
11.84
1
17.61
4
12.46
10

Quant Large Cap Fund

0.40
3
1.53
4
3.08
21
3.06
29

Taurus Largecap Equity Fund

0.39
4
0.16
31
3.68
10
2.21
30
15.93
12
6.80
4
12.68
24
8.40
25

Baroda Bnp Paribas Large Cap Fund

0.36
5
1.59
2
4.29
6
6.11
8
16.02
11

Tata Large Cap Fund

0.36
6
1.23
17
4.44
4
5.77
11
15.34
19
5.51
9
15.70
16
11.64
13

Kotak Bluechip Fund

0.34
7
1.46
6
3.16
20
4.17
24
14.40
21
4.21
18
17.41
6
13.31
4

Hdfc Top 100 Fund

0.34
8
1.53
5
4.83
2
6.34
5
16.70
2
11.68
2
15.88
15
11.24
19

Mirae Asset Large Cap Fund

0.31
9
1.25
14
3.42
17
5.01
14
13.86
25
4.29
16
16.15
13
12.66
9

Indiabulls Blue Chip Fund

0.25
10
1.37
9
4.66
3
6.29
6
16.28
7
6.13
8
12.67
25
10.63
22

Icici Prudential Bluechip Fund

0.25
11
1.19
20
3.53
16
5.97
9
15.52
16
7.87
3
17.85
3
12.74
7

Sundaram Large Cap Fund

0.24
12
1.41
8
4.29
5
6.45
3
16.26
9
6.22
6

Hsbc Large Cap Equity Fund

0.22
13
1.42
7
3.03
22
4.58
19
16.47
4
4.40
15
14.71
19
11.54
14

Uti Mastershare Unit Scheme

0.20
14
1.12
24
3.22
19
4.24
23
14.08
23
1.60
22
17.49
5
13.02
6

Idbi India Top 100 Equity Fund

0.19
15
1.22
18
3.55
15
5.17
13
16.32
5
6.15
7
18.95
1
13.23
5

Aditya Birla Sun Life Frontline Equity Fund

0.19
16
1.24
15
3.34
18
4.76
16
15.43
17
4.90
11
16.40
11
11.25
18

Franklin India Bluechip Fund

0.18
17
1.33
12
4.15
8
3.17
28
11.66
30
-0.53
27
15.54
17
10.05
23

Jm Large Cap Fund

0.16
18
1.15
21
2.98
24
5.94
10
15.61
15
4.56
12
16.27
12
11.30
16

Iti Large Cap Fund

0.15
19
1.23
16
4.16
7
6.87
1
16.28
8
2.33
21

Dsp Top 100 Equity Fund

0.15
20
1.12
23
1.70
31
4.45
20
15.41
18
4.44
14
11.09
26
9.42
24

Mahindra Pragati Bluechip Yojana

0.13
21
1.25
13
3.59
12
5.20
12
13.57
26
4.29
17
16.99
8

Invesco India Largecap Fund

0.12
22
1.34
11
3.01
23
3.54
27
13.46
27
-0.21
26
16.68
10
12.69
8

Sbi Blue Chip Fund

0.11
23
1.03
27
3.58
13
4.60
18
15.74
14
5.50
10
16.94
9
12.09
11

Idfc Large Cap Fund

0.06
24
0.95
29
2.79
27
3.63
26
14.95
20
0.81
23
15.90
14
11.27
17

Union Largecap Fund

0.06
25
1.14
22
3.57
14
4.30
22
13.96
24
0.63
25
15.48
18
10.85
21

L&T India Large Cap Fund

0.05
26
1.21
19
2.18
29
4.67
17
16.05
10
3.92
19
14.69
20
11.47
15

Canara Robeco Bluechip Equity Fund

0.02
27
1.08
25
2.97
25
4.86
15
14.30
22
3.75
20
18.68
2
15.47
1

Edelweiss Large Cap Fund

0.00
28
1.36
10
3.93
9
6.25
7
16.28
6
6.39
5
17.18
7
13.56
3

Lic Mf Large Cap Fund

-0.05
29
1.05
26
2.90
26
3.73
25
13.23
28
0.75
24
14.32
22
11.99
12

Boi Axa Bluechip Fund

-0.09
30
1.00
28
2.29
28
4.40
21
15.90
13
-0.62
28

Axis Bluechip Fund

-0.20
31
0.58
30
1.87
30
2.03
31
12.34
29
-3.54
29
13.54
23
13.99
2
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

-0.44
7
-0.76
6
0.05
10
22.71
8
13.28
14

Axis Bluechip Fund

-1.31
29
-2.84
25
-2.63
28
20.07
19
15.39
4

Franklin India Bluechip Fund

-0.86
21
-1.37
18
-1.73
27
21.52
15
13.11
15

Mirae Asset Large Cap Fund

-0.26
5
-1.23
15
-0.49
19
21.85
13
14.56
6

Canara Robeco Bluechip Equity Fund

-0.66
14
-1.69
23
-0.70
21
24.61
2
17.18
1

Dsp Top 100 Equity Fund

-0.81
19
-2.85
26
-0.58
20
12.52
26
10.56
23

Edelweiss Large Cap Fund

-0.62
11
-1.28
16
-0.19
15
20.71
18
13.62
10

Hdfc Top 100 Fund

-0.01
3
0.54
2
2.30
2
23.18
6
11.83
22

Hsbc Large Cap Equity Fund

-0.79
18
-1.32
17
-0.45
18
20.01
20
12.98
17

Icici Prudential Bluechip Fund

-0.17
4
0.44
3
2.09
3
24.44
3
14.23
7

Idbi India Top 100 Equity Fund

-0.74
17
-0.90
9
0.55
6
24.41
4
16.31
2

Idfc Large Cap Fund

-1.07
26
-1.05
11
-0.21
16
21.82
14
13.40
11

Indiabulls Blue Chip Fund

-0.56
10
-1.11
13
0.14
8
14.61
25
9.61
25

Invesco India Largecap Fund

-1.23
28
-1.52
21
-0.74
22
24.01
5
13.63
9

Jm Large Cap Fund

-0.63
12
-0.31
4
0.44
7
21.23
17
12.01
20

Kotak Bluechip Fund

-0.53
9
-1.13
14
-0.31
17
22.00
11
15.42
3

Mahindra Pragati Bluechip Yojana

-0.63
13
-0.78
7
-0.00
11
22.44
9

Nippon India Large Cap Fund

0.28
1
0.60
1
3.78
1
24.79
1
11.92
21

Pgim India Large Cap Fund

-0.86
20
-2.95
27
-1.41
25
17.68
23
12.23
19

Sbi Blue Chip Fund

-0.30
6
-0.66
5
1.14
5
21.52
16
14.20
8

Tata Large Cap Fund

-0.67
16
-0.88
8
0.08
9
21.91
12
13.32
12

Union Largecap Fund

-0.94
24
-1.88
24
-0.84
23
22.14
10
13.32
13

Uti Mastershare Unit Scheme

-0.87
22
-1.42
20
-0.12
13
23.07
7
14.91
5

L&T India Large Cap Fund

-0.52
8
-1.38
19
-0.15
14
19.18
21
12.87
18

Taurus Largecap Equity Fund

0.20
2
-0.92
10
1.96
4
17.56
24
10.34
24

Lic Mf Large Cap Fund

-0.89
23
-1.60
22
-0.92
24
18.77
22
13.03
16

Iti Large Cap Fund

-1.10
27
-3.24
29
-1.61
26

Sundaram Large Cap Fund

-0.67
15
-1.10
12
-0.03
12

Boi Axa Bluechip Fund

-0.96
25
-3.11
28
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

-0.38
7
-0.59
7
0.39
14
23.54
9
14.04
14

Axis Bluechip Fund

-1.22
29
-2.57
25
-2.08
28
21.60
19
16.81
3

Franklin India Bluechip Fund

-0.80
22
-1.19
20
-1.37
27
22.42
18
13.97
17

Mirae Asset Large Cap Fund

-0.17
5
-0.98
16
0.02
19
23.17
12
15.80
6

Canara Robeco Bluechip Equity Fund

-0.54
13
-1.32
23
0.04
18
26.51
1
18.83
1

Dsp Top 100 Equity Fund

-0.74
20
-2.66
27
-0.19
22
13.40
26
11.40
23

Edelweiss Large Cap Fund

-0.48
12
-0.90
14
0.57
12
22.77
15
15.26
7

Hdfc Top 100 Fund

0.04
3
0.69
2
2.60
2
23.90
8
12.49
22

Hsbc Large Cap Equity Fund

-0.71
18
-1.09
17
0.02
20
21.15
20
14.00
16

Icici Prudential Bluechip Fund

-0.12
4
0.60
3
2.42
3
25.21
5
14.97
10

Idbi India Top 100 Equity Fund

-0.62
17
-0.61
8
1.16
6
25.89
2
17.71
2

Idfc Large Cap Fund

-0.94
27
-0.73
10
0.41
13
23.20
11
14.66
11

Indiabulls Blue Chip Fund

-0.43
9
-0.74
11
0.84
9
16.43
25
11.22
24

Invesco India Largecap Fund

-1.11
28
-1.16
19
-0.00
21
25.78
4
15.20
8

Jm Large Cap Fund

-0.56
15
-0.08
4
0.90
8
22.55
16
13.18
20

Kotak Bluechip Fund

-0.42
8
-0.82
13
0.32
17
23.43
10
16.76
4

Mahindra Pragati Bluechip Yojana

-0.47
11
-0.33
5
0.95
7
24.67
6

Nippon India Large Cap Fund

0.37
1
0.80
1
4.24
1
25.81
3
12.87
21

Pgim India Large Cap Fund

-0.74
19
-2.60
26
-0.67
26
19.46
23
13.85
19

Sbi Blue Chip Fund

-0.23
6
-0.47
6
1.51
5
22.47
17
15.07
9

Tata Large Cap Fund

-0.57
16
-0.63
9
0.61
11
22.94
13
14.37
12

Union Largecap Fund

-0.89
26
-1.73
24
-0.50
25
22.82
14
14.02
15

Uti Mastershare Unit Scheme

-0.80
21
-1.19
21
0.34
16
24.20
7
15.93
5

L&T India Large Cap Fund

-0.43
10
-1.14
18
0.34
15
20.27
21
13.90
18

Taurus Largecap Equity Fund

0.22
2
-0.90
15
2.01
4
17.68
24
10.60
25

Lic Mf Large Cap Fund

-0.81
23
-1.27
22
-0.27
23
20.25
22
14.36
13

Iti Large Cap Fund

-0.88
25
-2.73
28
-0.48
24

Sundaram Large Cap Fund

-0.55
14
-0.74
12
0.76
10

Boi Axa Bluechip Fund

-0.88
24
-2.84
29
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

-16.82
11
-29.09
24
-6.92
4
20.26
21
15.38
22

Axis Bluechip Fund

-16.33
8
-19.35
3
-9.23
21
17.38
3
12.83
3

Franklin India Bluechip Fund

-20.59
25
-28.85
22
-8.92
20
20.68
24
15.46
23

Mirae Asset Large Cap Fund

-17.19
15
-28.45
19
-8.05
11
19.61
16
15.01
18

Canara Robeco Bluechip Equity Fund

-15.22
4
-21.91
4
-7.25
7
17.76
4
13.33
4

Dsp Top 100 Equity Fund

-19.73
24
-31.60
25
-10.14
25
21.79
26
16.96
26

Edelweiss Large Cap Fund

-16.75
10
-26.78
10
-8.03
10
19.38
12
14.84
15

Hdfc Top 100 Fund

-22.41
26
-33.22
26
-7.55
8
21.35
25
15.86
25

Hsbc Large Cap Equity Fund

-16.02
7
-26.85
11
-8.25
16
19.62
17
14.63
11

Icici Prudential Bluechip Fund

-17.92
21
-28.55
20
-6.61
3
19.26
11
14.74
13

Idbi India Top 100 Equity Fund

-15.33
5
-24.18
6
-7.10
6
18.66
7
14.10
6

Idfc Large Cap Fund

-14.04
3
-24.90
7
-8.13
14
18.51
6
14.13
7

Indiabulls Blue Chip Fund

-17.46
17
-28.27
18
-9.33
22
19.90
20
15.34
21

Invesco India Largecap Fund

-16.87
13
-26.68
9
-8.13
13
19.71
19
15.21
19

Jm Large Cap Fund

-13.26
2
-11.82
2
-3.85
1
11.84
1
8.38
1

Kotak Bluechip Fund

-18.40
22
-27.29
17
-8.18
15
19.38
13
14.95
16

Mahindra Pragati Bluechip Yojana

-15.94
6
-27.04
15
-11.16
27
19.14
10
14.49
9

Nippon India Large Cap Fund

-23.59
27
-33.63
27
-7.08
5
22.99
27
17.55
27

Pgim India Large Cap Fund

-17.67
19
-26.94
14
-10.02
23
18.74
8
14.37
8

Sbi Blue Chip Fund

-17.72
20
-28.59
21
-7.89
9
20.53
23
15.30
20

Tata Large Cap Fund

-17.27
16
-28.94
23
-10.24
26
20.35
22
15.76
24

Union Largecap Fund

-17.62
18
-27.22
16
-8.47
17
19.57
15
14.68
12

Uti Mastershare Unit Scheme

-16.72
9
-25.97
8
-8.09
12
19.08
9
14.50
10

L&T India Large Cap Fund

-17.15
14
-26.94
13
-8.64
18
19.69
18
14.99
17

Taurus Largecap Equity Fund

-19.31
23
-26.91
12
-8.82
19
19.57
14
14.75
14

Lic Mf Large Cap Fund

-16.86
12
-23.38
5
-10.09
24
18.42
5
14.09
5

Baroda Bnp Paribas Large Cap Fund

-12.78
1
-8.15
1
-5.63
2
15.65
2
8.95
2
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

0.37
19
0.19
19
0.31
19
0.49
-0.25
12 0.99 9
0.99
2
0.10
9
15.23
7
-0.00
9

Axis Bluechip Fund

0.47
5
0.23
4
0.44
3
0.46
-1.10
15 0.81 24
0.91
18
0.08
21
13.59
17
-0.04
22

Franklin India Bluechip Fund

0.31
23
0.17
24
0.29
23
0.48
0.75
6 0.99 7
0.72
25
0.10
12
12.68
20
0.01
3

Mirae Asset Large Cap Fund

0.42
10
0.21
10
0.34
16
0.49
0.12
8 1.04 3
0.85
22
0.10
15
13.22
19
0.01
4

Canara Robeco Bluechip Equity Fund

0.58
1
0.28
1
0.48
2
0.48
2.33
2 0.85 23
0.97
9
0.13
2
18.91
2
0.00
6

Dsp Top 100 Equity Fund

0.25
25
0.14
25
0.24
27
0.49
-6.20
25 1.02 4
0.95
14
0.06
25
10.07
25
-0.06
25

Edelweiss Large Cap Fund

0.41
11
0.20
13
0.35
10
0.49
-0.65
13 0.95 16
0.98
4
0.10
14
14.77
11
-0.01
12

Hdfc Top 100 Fund

0.31
24
0.17
22
0.26
24
0.46
-1.04
14 1.04 2
0.76
24
0.08
20
11.51
23
-0.00
10

Hsbc Large Cap Equity Fund

0.40
15
0.20
12
0.34
14
0.48
-1.78
20 0.96 13
0.98
6
0.09
18
13.59
16
-0.02
19

Icici Prudential Bluechip Fund

0.44
7
0.21
8
0.35
11
0.49
1.55
4 1.00 5
0.82
23
0.11
7
14.29
14
0.02
2

Idbi India Top 100 Equity Fund

0.53
3
0.26
3
0.43
4
0.47
2.19
3 1.00 6
0.88
19
0.11
5
15.38
6
0.02
1

Idfc Large Cap Fund

0.43
8
0.21
9
0.37
7
0.48
-0.06
9 0.88 22
0.95
13
0.11
6
15.98
5
-0.02
18

Indiabulls Blue Chip Fund

0.23
26
0.13
26
0.24
26
0.48
-4.69
24 0.95 14
0.97
11
0.06
24
10.49
24
-0.05
24

Invesco India Largecap Fund

0.40
13
0.20
16
0.35
12
0.51
-0.23
10 0.95 15
0.94
17
0.10
10
14.86
10
-0.01
11

Jm Large Cap Fund

0.54
2
0.27
2
0.51
1
0.43
5.04
1 0.55 25
0.86
20
0.16
1
22.87
1
-0.02
16

Kotak Bluechip Fund

0.48
4
0.23
5
0.38
6
0.48
1.16
5 0.94 17
0.99
3
0.12
4
16.71
4
0.00
5

Mahindra Pragati Bluechip Yojana

0.41
12
0.20
11
0.34
13
0.49
-0.25
11 0.90 21
0.97
10
0.10
13
15.08
8
-0.02
15

Nippon India Large Cap Fund

0.34
21
0.18
20
0.29
22
0.47
-1.52
19 1.07 1
0.94
16
0.10
8
14.57
12
-0.00
7

Pgim India Large Cap Fund

0.35
20
0.17
21
0.30
20
0.49
-2.67
23 0.91 20
0.98
7
0.07
23
12.49
21
-0.04
23

Sbi Blue Chip Fund

0.42
9
0.22
7
0.35
9
0.48
-1.29
17 0.99 8
0.98
8
0.10
11
14.94
9
-0.01
13

Tata Large Cap Fund

0.38
18
0.19
18
0.32
18
0.48
-1.21
16 0.97 10
0.96
12
0.09
17
13.89
15
-0.02
14

Union Largecap Fund

0.40
14
0.20
14
0.34
17
0.49
-1.87
21 0.96 12
0.99
1
0.09
16
14.38
13
-0.03
20

Uti Mastershare Unit Scheme

0.46
6
0.23
6
0.38
5
0.49
0.64
7 0.93 19
0.98
5
0.12
3
16.95
3
-0.00
8

L&T India Large Cap Fund

0.39
16
0.20
15
0.34
15
0.49

Taurus Largecap Equity Fund

0.32
22
0.17
23
0.30
21
0.48
-2.51
22 0.94 18
0.94
15
0.09
19
13.35
18
-0.03
21

Lic Mf Large Cap Fund

0.39
17
0.19
17
0.36
8
0.48
-1.30
18 0.96 11
0.85
21
0.08
22
11.87
22
-0.02
17

Baroda Bnp Paribas Large Cap Fund

0.02
27
0.04
27
0.26
25
0.51

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 1000.00 1013.21 1037.90 1057.95 1153.43 1047.16 1534.83 1765.74
Direct Plan Value of 1000 Rupee 1000.00 1013.59 1039.34 1062.50 1162.85 1063.93 1608.98 1888.89
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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