Edelweiss Large & Mid Cap Fund

Previously Known As : Former Name Edelweiss Equity Opportunities Fund
Click on + to See NAV
Fund Name NAV Date NAV Rupee Change Percent Change
Edelweiss Large and Mid Cap Fund - Regular Plan - IDCW Option 06/Jun/2023 21.511
0.0170
0.0791%
Edelweiss Large and Mid Cap Fund - Direct Plan - IDCW Option 06/Jun/2023 24.96
0.0210
0.0842%
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option 06/Jun/2023 56.403
0.0460
0.0816%
Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option 06/Jun/2023 64.349
0.0540
0.0840%

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

Fund Performance Analysis

Edelweiss Large & Mid Cap Fund Analysis

Bmsmoney Large & Mid Cap Fund Category Rank: 13

Edelweiss Large & Mid 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 %
4.80
4.62
Yes
No
No
11/26 1.60 / 8.00
1M Rolling Return %
0.89
1.16
No
No
No
18/26 0.10 / 2.08
3M Return %
8.49
8.59
No
No
No
14/26 5.37 / 14.36
3M Rolling Return %
0.95
1.56
No
No
No
18/26 -1.87 / 4.08
6M Return %
0.97
1.50
No
No
No
16/26 -4.56 / 7.57
6M Rolling Return %
0.44
1.03
No
No
No
17/26 -3.32 / 4.88
1Y Return %
15.90
16.05
No
No
No
14/26 7.64 / 25.53
1Y Rolling Return %
11.09
12.03
No
No
No
16/25 5.73 / 18.40
3Y Return %
26.03
25.92
Yes
No
No
12/25 21.49 / 30.72
3Y Rolling Return %
19.13
18.10
Yes
No
No
7/20 14.58 / 23.31
5Y Return %
13.07
12.41
Yes
No
No
8/20 8.90 / 15.45
Standard Deviation
16.64
17.04
Yes
No
No
10/25 15.46 / 18.63
Semi Deviation
10.40
10.66
Yes
Yes
No
7/25 9.41 / 11.93
Max Drawdown
-11.79
-12.53
Yes
No
No
12/25 -21.94 / -7.36
VaR 1 Y
-12.79
-14.76
Yes
Yes
No
4/25 -18.62 / -11.36
Average Drawdown
-4.08
-4.67
Yes
No
No
8/25 -7.45 / -3.03
Sharpe Ratio
1.20
1.25
No
No
No
16/25 0.93 / 1.51
Sterling Ratio
1.31
1.36
No
No
No
14/25 0.80 / 2.09
Sortino Ratio
0.81
0.84
No
No
No
17/25 0.56 / 1.12
Jensen Alpha
-1.35
0.35
No
No
No
18/25 -4.15 / 5.40
Treynor Ratio
0.22
0.23
No
No
No
17/25 0.18 / 0.29
Modigliani Square measure
30.83
31.55
No
No
No
16/25 24.98 / 36.39
Active Return
-0.05
-0.03
No
No
Yes
20/25 -0.09 / 0.03
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : June 6, 2023.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 31, 2023 KPIs: Key Performance Indicators

Edelweiss Large & Mid Cap Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Edelweiss Large & Mid Cap Fund

Top Performing Funds in Large & Mid 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

Hdfc Large And Mid Cap Fund

5 The Hdfc Large And Mid Cap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 15 KPIs that are in top quartile. The fund has 65% 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 three 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 Hdfc Large And Mid Cap Fund performance snapshot section. 18.90% 30.72% -9.60% -13.86% 1.39 1.00 0.40

Icici Prudential Large & Mid Cap Fund

4 The Icici Prudential Large & Mid Cap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 17 KPIs that are in top quartile. The fund has 74% 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 three 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 Icici Prudential Large & Mid Cap Fund performance snapshot section. 17.98% 30.24% -7.36% -12.59% 1.51 1.12 0.43

Idfc Core Equity Fund

3 The Idfc Core Equity Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 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 Idfc Core Equity Fund performance snapshot section. 19.85% 27.18% -11.13% -14.71% 1.42 0.94 0.43

Kotak Equity Opportunities Fund

1 The Kotak Equity Opportunities Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 15 KPIs that are in top quartile. The fund has 65% 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 Kotak Equity Opportunities Fund performance snapshot section. 19.70% 25.88% -8.90% -14.21% 1.38 0.99 0.42

Sbi Large And Midcap Fund

2 The Sbi Large And Midcap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 15 KPIs that are in top quartile. The fund has 65% 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 Sbi Large And Midcap Fund performance snapshot section. 20.26% 29.18% -9.77% -15.33% 1.49 1.02 0.42

Edelweiss Large & Mid 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 %
4.93
4.72
Yes
No
No
8/26 1.74 / 8.09
1M Rolling Return %
1.02
1.26
No
No
No
17/26 0.23 / 2.18
3M Return %
8.91
8.91
No
No
No
11/26 5.83 / 14.71
3M Rolling Return %
1.38
1.86
No
No
No
18/26 -1.56 / 4.50
6M Return %
1.76
2.09
No
No
No
14/26 -3.63 / 8.24
6M Rolling Return %
1.29
1.64
No
No
No
16/26 -2.92 / 5.66
1Y Return %
17.82
17.44
Yes
No
No
14/26 9.13 / 27.46
1Y Rolling Return %
12.94
13.38
No
No
No
15/25 6.62 / 19.32
3Y Return %
28.06
27.38
Yes
No
No
9/25 22.93 / 31.59
3Y Rolling Return %
21.05
19.31
Yes
Yes
No
4/20 16.02 / 24.31
5Y Return %
14.85
13.58
Yes
No
No
7/20 9.89 / 16.60
Standard Deviation
16.64
17.04
Yes
No
No
10/25 15.46 / 18.63
Semi Deviation
10.40
10.66
Yes
Yes
No
7/25 9.41 / 11.93
Max Drawdown
-11.79
-12.53
Yes
No
No
12/25 -21.94 / -7.36
VaR 1 Y
-12.79
-14.76
Yes
Yes
No
4/25 -18.62 / -11.36
Average Drawdown
-4.08
-4.67
Yes
No
No
8/25 -7.45 / -3.03
Sharpe Ratio
1.20
1.25
No
No
No
16/25 0.93 / 1.51
Sterling Ratio
1.31
1.36
No
No
No
14/25 0.80 / 2.09
Sortino Ratio
0.81
0.84
No
No
No
17/25 0.56 / 1.12
Jensen Alpha
-1.35
0.35
No
No
No
18/25 -4.15 / 5.40
Treynor Ratio
0.22
0.23
No
No
No
17/25 0.18 / 0.29
Modigliani Square measure
30.83
31.55
No
No
No
16/25 24.98 / 36.39
Active Return
-0.05
-0.03
No
No
Yes
20/25 -0.09 / 0.03
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : June 6, 2023.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 31, 2023 KPIs: Key Performance Indicators

Edelweiss Large & Mid Cap Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 4.80% 4.93%
1M Rolling Return % 0.89% 1.02%
3M Return % 8.49% 8.91%
3M Rolling Return % 0.95% 1.38%
6M Return % 0.97% 1.76%
6M Rolling Return % 0.44% 1.29%
1Y Return % 15.90% 17.82%
1Y Rolling Return % 11.09% 12.94%
3Y Return % 26.03% 28.06%
3Y Rolling Return % 19.13% 21.05%
5Y Return % 13.07% 14.85%
Standard Deviation 16.64% 16.64%
Semi Deviation 10.40% 10.40%
Max Drawdown -11.79% -11.79%
VaR 1 Y -12.79% -12.79%
Average Drawdown -4.08% -4.08%
Sharpe Ratio 1.20% 1.20%
Sterling Ratio 1.31% 1.31%
Sortino Ratio 0.81% 0.81%
Jensen Alpha -1.35% -1.35%
Treynor Ratio 0.22% 0.22%
Modigliani Square measure 30.83% 30.83%
Active Return -0.05% -0.05%

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

Annulized Returns

Edelweiss Large & Mid 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 6.47% 19.83% 12.48% 0.00%
One Year -60.25% 132.49% 12.31% 23.31%
Three Year -10.99% 34.88% 12.66% 8.08%
Five Year -1.81% 23.06% 12.92% 0.70%
Seven Year 5.10% 22.08% 12.80% 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 & Mid 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

Motilal Oswal Large And Midcap Fund

0.65
1
1.05
12
6.32
2
9.77
3
5.75
2
25.53
1
27.74
5

Bank Of India Large & Mid Cap Equity Fund

0.34
2
1.28
6
2.39
25
7.25
23
-0.15
23
17.29
10
24.17
22
9.36
18

Baroda Bnp Paribas Large & Mid Cap Fund

0.30
3
1.41
4
3.84
24
7.16
24
1.37
13
16.67
12

Hdfc Large And Mid Cap Fund

0.28
4
1.43
3
4.61
15
9.66
5
2.51
6
18.90
6
30.72
1
14.15
7

Kotak Equity Opportunities Fund

0.28
5
1.12
11
4.46
16
8.47
15
4.07
4
19.70
5
25.88
13
14.37
5

Axis Growth Opportunities Fund

0.28
6
1.54
1
8.00
1
14.36
1
7.57
1
16.57
13
25.61
15

Canara Robeco Emerging Equities

0.27
7
0.72
25
4.17
20
8.07
17
0.37
20
12.49
21
25.03
17
12.69
9

Navi Large & Midcap Fund

0.22
8
1.14
10
5.48
5
9.43
7
1.66
10
14.91
18
26.11
10
12.11
11

Mahindra Manulife Top 250 Nivesh Yojana

0.21
9
1.46
2
5.76
3
9.19
9
0.34
21
11.98
22
27.29
6

Sbi Large And Midcap Fund

0.20
10
0.87
19
4.24
18
8.54
13
1.59
11
20.26
3
29.18
3
14.62
4

Uti Core Equity Fund

0.19
11
1.15
9
4.23
19
8.64
12
2.38
7
17.94
8
27.99
4
11.61
13

Union Large & Midcap Fund

0.17
12
1.15
8
4.90
6
9.01
10
0.98
15
13.89
19
24.98
19

Idfc Core Equity Fund

0.16
13
0.83
21
4.76
12
7.52
19
1.48
12
19.85
4
27.18
7
11.39
14

Icici Prudential Large & Mid Cap Fund

0.15
14
0.96
16
4.17
21
7.72
18
1.92
9
17.98
7
30.24
2
14.32
6

Dsp Equity Opportunities Fund

0.13
15
0.90
17
4.65
14
7.33
21
1.10
14
17.17
11
24.28
21
12.19
10

Lic Mf Large & Mid Cap Fund

0.13
16
1.04
14
4.67
13
6.83
25
-1.86
25
7.64
26
22.13
23
11.09
16

Hsbc Large And Mid Cap Equity Fund

0.12
17
1.30
5
5.59
4
10.57
2
4.96
3
17.71
9
24.57
20

Invesco India Growth Opportunities Fund

0.11
18
1.02
15
4.80
10
9.56
6
0.73
17
15.56
16
21.49
25
11.01
17

Mirae Asset Emerging Bluechip Fund

0.10
19
1.04
13
3.96
22
7.50
20
0.18
22
11.35
24
26.10
11
15.45
1

Quant Large & Mid Cap Fund

0.09
20
0.85
20
1.60
26
5.37
26
-4.56
26
13.24
20
25.12
16
14.89
2

Edelweiss Large & Mid Cap Fund

0.08
21
0.89
18
4.80
11
8.49
14
0.97
16
15.90
14
26.03
12
13.07
8

Aditya Birla Sun Life Equity Advantage Fund

0.06
22
1.27
7
4.85
8
9.20
8
0.73
18
11.37
23
21.87
24
8.90
20

Sundaram Large And Midcap Fund

0.06
23
0.77
23
4.85
7
8.15
16
0.64
19
15.10
17
25.02
18
11.76
12

Tata Large & Mid Cap Fund

0.05
24
0.80
22
4.82
9
9.67
4
2.05
8
22.74
2
26.67
9
14.66
3

Nippon India Vision Fund

0.03
25
0.40
26
4.25
17
8.68
11
2.60
5
15.85
15
26.77
8
11.20
15

Franklin India Equity Advantage Fund

0.00
26
0.75
24
3.92
23
7.25
22
-0.45
24
9.63
25
25.72
14
9.32
19
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

Motilal Oswal Large And Midcap Fund

0.65
1
1.07
12
6.45
2
10.17
3
6.54
2
27.46
1
29.81
4

Bank Of India Large & Mid Cap Equity Fund

0.35
2
1.31
6
2.47
25
7.48
24
0.33
23
18.53
10
25.46
22
10.58
18

Baroda Bnp Paribas Large & Mid Cap Fund

0.30
3
1.44
4
3.95
24
7.54
22
2.07
12
18.38
11

Hdfc Large And Mid Cap Fund

0.29
4
1.44
3
4.69
15
9.89
7
2.96
5
19.93
6
31.59
1
14.69
8

Kotak Equity Opportunities Fund

0.28
5
1.14
11
4.57
16
8.82
13
4.70
4
21.17
5
27.41
12
15.70
4

Canara Robeco Emerging Equities

0.27
6
0.74
25
4.27
20
8.37
17
0.92
21
13.81
22
26.51
19
14.02
10

Axis Growth Opportunities Fund

0.26
7
1.56
1
8.09
1
14.71
1
8.24
1
18.07
13
27.41
11

Navi Large & Midcap Fund

0.22
8
1.18
8
5.65
5
9.96
5
2.64
8
17.11
15
28.65
8
14.29
9

Mahindra Manulife Top 250 Nivesh Yojana

0.22
9
1.49
2
5.91
3
9.68
8
1.24
18
14.14
21
29.71
5

Sbi Large And Midcap Fund

0.20
10
0.88
19
4.33
17
8.79
15
2.03
13
21.25
4
30.18
3
15.48
5

Uti Core Equity Fund

0.20
11
1.16
10
4.28
19
8.80
14
2.71
7
18.75
9
28.74
6
12.22
16

Union Large & Midcap Fund

0.16
12
1.16
9
5.00
6
9.41
10
1.67
15
15.42
19
26.41
20

Idfc Core Equity Fund

0.16
13
0.86
21
4.86
12
7.85
19
2.08
11
21.29
3
28.70
7
12.75
13

Icici Prudential Large & Mid Cap Fund

0.15
14
0.98
16
4.24
21
7.94
18
2.35
10
19.02
8
31.30
2
15.28
6

Dsp Equity Opportunities Fund

0.13
15
0.91
18
4.74
14
7.59
21
1.57
16
18.29
12
25.46
21
13.28
11

Lic Mf Large & Mid Cap Fund

0.13
16
1.06
13
4.78
13
7.17
25
-1.25
25
9.13
26
23.98
23
12.71
14

Hsbc Large And Mid Cap Equity Fund

0.13
17
1.32
5
5.69
4
10.87
2
5.54
3
19.37
7
26.56
18

Mirae Asset Emerging Bluechip Fund

0.11
18
1.06
14
4.05
22
7.79
20
0.69
22
12.48
23
27.39
14
16.60
1

Quant Large & Mid Cap Fund

0.10
19
0.88
20
1.74
26
5.83
26
-3.63
26
15.27
20
26.96
15
16.07
2

Invesco India Growth Opportunities Fund

0.09
20
1.04
15
4.91
10
9.91
6
1.34
17
17.04
16
23.09
24
12.42
15

Edelweiss Large & Mid Cap Fund

0.08
21
0.92
17
4.93
8
8.91
11
1.76
14
17.82
14
28.06
9
14.85
7

Aditya Birla Sun Life Equity Advantage Fund

0.07
22
1.29
7
4.92
9
9.43
9
1.13
20
12.30
24
22.93
25
9.89
20

Sundaram Large And Midcap Fund

0.06
23
0.79
23
4.95
7
8.46
16
1.22
19
16.44
17
26.56
17
13.06
12

Tata Large & Mid Cap Fund

0.05
24
0.82
22
4.91
11
9.96
4
2.63
9
24.10
2
27.46
10
15.71
3

Nippon India Vision Fund

0.03
25
0.41
26
4.29
18
8.82
12
2.86
6
16.43
18
27.40
13
11.78
17

Franklin India Equity Advantage Fund

0.01
26
0.77
24
4.01
23
7.50
23
-0.05
24
10.46
25
26.69
16
10.18
19
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 Equity Advantage Fund

0.57
24
-0.65
24
-3.32
26
5.73
25
15.80
18

Axis Growth Opportunities Fund

0.45
25
-1.87
26
-1.59
24
11.08
17

Franklin India Equity Advantage Fund

0.81
21
-0.11
23
-0.34
22
8.54
23
15.32
19

Mirae Asset Emerging Bluechip Fund

0.90
17
1.15
15
0.01
19
9.35
21
22.42
2

Boi Axa Large & Mid Cap Equity Fund

1.16
13
2.04
13
1.32
12
12.17
13
17.59
10

Canara Robeco Emerging Equities

0.74
23
0.34
22
-0.11
21
11.00
18
20.30
3

Dsp Equity Opportunities Fund

1.69
5
2.20
12
1.86
9
9.93
20
17.21
14

Edelweiss Large & Mid Cap Fund

0.89
18
0.95
18
0.44
17
11.09
16
19.13
7

Essel Large & Midcap Fund

0.99
15
1.01
17
0.38
18
12.96
8
17.27
13

Hdfc Growth Opportunities Fund

1.77
3
3.03
4
2.60
6
15.52
4
19.24
6

Hsbc Large And Mid Cap Equity Fund

0.92
16
0.88
19
0.74
14
9.32
22

Icici Prudential Large & Mid Cap Fund

1.45
7
3.19
3
3.12
3
18.40
1
19.40
5

Idfc Core Equity Fund

1.74
4
2.53
9
2.49
7
13.10
6
15.96
17

Invesco India Growth Opportunities Fund

1.38
10
2.34
11
0.61
15
8.53
24
14.58
20

Kotak Equity Opportunities Fund

1.43
8
2.60
8
2.84
5
12.82
10
18.87
8

Mahindra Top 250 Nivesh Yojana

0.84
20
1.05
16
-1.09
23
12.16
14

Nippon India Vision Fund

1.34
11
1.58
14
1.76
10
11.67
15
16.60
15

Quant Large & Mid Cap Fund

1.06
14
2.75
5
1.34
11
16.55
2
23.31
1

Sbi Large And Midcap Fund

1.40
9
2.63
7
2.88
4
15.81
3
19.62
4

Sundaram Large And Midcap Fund

0.85
19
0.87
20
-0.03
20
12.75
11
16.13
16

Tata Large & Mid Cap Fund

2.08
1
3.96
2
3.91
2
13.69
5
18.49
9

Union Large & Midcap Fund

0.80
22
0.37
21
0.60
16
12.97
7

Uti Core Equity Fund

1.50
6
2.65
6
2.35
8
12.36
12
17.33
12

Lic Mf Large & Mid Cap Fund

0.10
26
-1.50
25
-1.89
25
10.35
19
17.40
11

Motilal Oswal Large And Midcap Fund

1.99
2
4.08
1
4.88
1
12.96
9

Baroda Bnp Paribas Large & Mid Cap Fund

1.26
12
2.38
10
1.12
13
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

Nippon India Vision Fund

1.38
11
1.70
14
2.03
11
12.22
18
17.19
17

Franklin India Equity Advantage Fund

0.87
22
0.06
23
0.04
22
9.32
24
16.26
19

Mirae Asset Emerging Bluechip Fund

0.98
19
1.40
17
0.51
20
10.44
22
23.68
2

Mahindra Top 250 Nivesh Yojana

1.00
18
1.55
15
-0.12
23
14.35
10

Aditya Birla Sun Life Equity Advantage Fund

0.64
24
-0.45
24
-2.92
26
6.62
25
16.85
18

Axis Growth Opportunities Fund

0.57
25
-1.56
26
-0.96
24
12.71
16

Boi Axa Large & Mid Cap Equity Fund

1.23
13
2.30
13
1.85
13
13.40
13
18.89
12

Canara Robeco Emerging Equities

0.84
23
0.64
22
0.47
21
12.34
17
21.75
3

Dsp Equity Opportunities Fund

1.77
5
2.45
12
2.35
9
10.96
21
18.33
13

Edelweiss Large & Mid Cap Fund

1.02
17
1.38
18
1.29
16
12.94
15
21.05
4

Essel Large & Midcap Fund

1.18
15
1.50
16
1.37
15
15.13
5
19.63
9

Hdfc Growth Opportunities Fund

1.84
3
3.25
4
3.05
7
16.31
4
19.72
8

Hsbc Large And Mid Cap Equity Fund

1.04
16
1.27
19
1.46
14
11.16
20

Icici Prudential Large & Mid Cap Fund

1.53
8
3.42
3
3.57
3
19.32
1
20.34
6

Idfc Core Equity Fund

1.84
4
2.84
7
3.10
6
14.47
8
17.39
16

Invesco India Growth Opportunities Fund

1.52
9
2.65
11
1.25
17
9.98
23
16.02
20

Kotak Equity Opportunities Fund

1.53
7
2.91
6
3.46
4
14.20
11
20.26
7

Quant Large & Mid Cap Fund

1.20
14
3.22
5
2.24
10
18.65
2
24.31
1

Sbi Large And Midcap Fund

1.47
10
2.84
8
3.29
5
16.73
3
20.49
5

Sundaram Large And Midcap Fund

0.96
20
1.16
20
0.54
19
14.07
12
17.53
15

Tata Large & Mid Cap Fund

2.18
1
4.25
2
4.50
2
14.94
6
19.27
10

Union Large & Midcap Fund

0.96
21
0.71
21
1.25
18
14.42
9

Uti Core Equity Fund

1.56
6
2.82
9
2.69
8
13.14
14
17.95
14

Lic Mf Large & Mid Cap Fund

0.23
26
-1.13
25
-1.28
25
11.98
19
19.25
11

Motilal Oswal Large And Midcap Fund

2.13
2
4.50
1
5.66
1
14.77
7

Baroda Bnp Paribas Large & Mid Cap Fund

1.38
12
2.74
10
1.87
12
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Advantage Fund

-18.42
24
-21.94
25
-7.25
24
18.43
23
11.93
25

Axis Growth Opportunities Fund

-17.58
23
-16.84
23
-4.51
14
17.83
20
11.47
24

Franklin India Equity Advantage Fund

-12.86
5
-12.91
16
-4.48
11
18.33
22
10.94
19

Mirae Asset Emerging Bluechip Fund

-12.98
7
-12.13
14
-7.45
25
17.45
18
10.62
15

Bank Of India Large & Mid Cap Equity Fund

-14.40
13
-13.55
17
-5.78
22
16.39
6
10.58
13

Canara Robeco Emerging Equities

-12.89
6
-12.72
15
-5.40
21
16.57
8
10.30
4

Dsp Equity Opportunities Fund

-15.27
16
-13.57
18
-6.11
23
17.43
17
10.47
9

Edelweiss Large & Mid Cap Fund

-12.79
4
-11.79
12
-4.08
8
16.64
10
10.40
7

Navi Large & Midcap Fund

-17.29
22
-11.85
13
-4.44
10
16.00
4
10.47
10

Hdfc Large And Mid Cap Fund

-13.86
9
-9.60
4
-5.06
19
18.63
25
11.40
22

Hsbc Large And Mid Cap Equity Fund

-16.08
19
-14.69
21
-4.49
13
16.75
12
10.65
16

Icici Prudential Large & Mid Cap Fund

-12.59
3
-7.36
1
-3.03
1
18.01
21
11.03
21

Idfc Core Equity Fund

-14.71
14
-11.13
8
-3.99
7
16.33
5
10.39
6

Invesco India Growth Opportunities Fund

-13.91
11
-13.97
19
-4.82
16
15.92
3
10.33
5

Kotak Equity Opportunities Fund

-14.21
12
-8.90
3
-3.48
4
15.56
2
9.41
1

Mahindra Manulife Top 250 Nivesh Yojana

-17.01
21
-11.57
11
-4.56
15
16.44
7
10.78
18

Nippon India Vision Fund

-13.13
8
-11.10
7
-3.34
3
16.79
14
10.61
14

Quant Large & Mid Cap Fund

-18.62
25
-10.93
6
-5.22
20
18.44
24
11.41
23

Sbi Large And Midcap Fund

-15.33
17
-9.77
5
-4.09
9
16.77
13
10.41
8

Sundaram Large And Midcap Fund

-15.15
15
-14.42
20
-3.87
6
16.58
9
10.48
11

Tata Large & Mid Cap Fund

-11.36
1
-7.99
2
-3.28
2
17.29
15
10.17
3

Union Large & Midcap Fund

-16.59
20
-14.86
22
-5.02
18
17.41
16
10.97
20

Uti Core Equity Fund

-12.34
2
-11.51
10
-4.49
12
17.81
19
10.73
17

Lic Mf Large & Mid Cap Fund

-13.90
10
-11.23
9
-5.01
17
15.46
1
10.12
2

Motilal Oswal Large And Midcap Fund

-15.77
18
-17.05
24
-3.52
5
16.64
11
10.48
12
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 Equity Advantage Fund

0.93
25
0.56
25
0.80
25
0.43
-3.42
24 0.96 3
0.88
20
0.18
25
24.98
25
-0.05
19

Axis Growth Opportunities Fund

1.02
23
0.63
23
0.99
24
0.40
-4.15
25 0.92 9
0.87
23
0.20
22
26.89
24
-0.07
23

Franklin India Equity Advantage Fund

1.24
14
0.90
8
1.38
12
0.41
-0.98
16 0.98 2
0.92
16
0.23
14
31.02
15
-0.02
10

Mirae Asset Emerging Bluechip Fund

1.28
12
0.90
9
1.40
11
0.44
-0.57
15 0.95 5
0.97
1
0.24
13
32.08
11
-0.02
11

Bank Of India Large & Mid Cap Equity Fund

1.15
20
0.71
21
1.16
18
0.43
1.06
11 0.87 19
0.91
18
0.22
20
29.95
19
-0.03
15

Canara Robeco Emerging Equities

1.22
15
0.83
13
1.27
15
0.41
-1.25
17 0.90 13
0.96
3
0.22
15
31.23
14
-0.05
18

Dsp Equity Opportunities Fund

1.17
18
0.81
16
1.23
16
0.43
-2.10
20 0.93 7
0.94
10
0.22
19
30.01
18
-0.04
17

Edelweiss Large & Mid Cap Fund

1.20
16
0.81
17
1.31
14
0.40
-1.35
18 0.90 14
0.94
6
0.22
17
30.83
16
-0.05
20

Navi Large & Midcap Fund

1.32
8
0.82
15
1.36
13
0.41
4.46
3 0.83 23
0.88
22
0.25
9
33.31
8
-0.00
6

Hdfc Large And Mid Cap Fund

1.39
5
1.00
4
1.77
2
0.40
1.51
9 1.00 1
0.94
10
0.26
6
33.65
6
0.01
2

Hsbc Large And Mid Cap Equity Fund

1.12
21
0.72
20
1.10
22
0.41
-2.99
21 0.91 12
0.95
4
0.21
21
29.22
21
-0.06
22

Icici Prudential Large & Mid Cap Fund

1.51
1
1.12
1
2.09
1
0.43
5.01
2 0.94 6
0.88
21
0.29
1
36.29
2
0.03
1

Idfc Core Equity Fund

1.42
3
0.94
7
1.51
8
0.43
2.46
6 0.88 18
0.95
5
0.26
5
35.13
3
-0.01
9

Invesco India Growth Opportunities Fund

1.01
24
0.62
24
1.02
23
0.44
-3.22
23 0.86 21
0.92
17
0.19
24
27.18
23
-0.08
24

Kotak Equity Opportunities Fund

1.38
6
0.99
5
1.59
5
0.42
5.40
1 0.83 24
0.93
13
0.26
7
34.83
4
0.00
5

Mahindra Manulife Top 250 Nivesh Yojana

1.33
7
0.83
14
1.41
10
0.41
1.00
12 0.88 17
0.94
7
0.25
10
33.34
7
-0.03
13

Nippon India Vision Fund

1.30
10
0.89
10
1.44
9
0.40
-0.01
13 0.91 11
0.97
2
0.24
11
32.66
10
-0.03
14

Quant Large & Mid Cap Fund

1.28
11
0.87
12
1.55
7
0.42
3.66
5 0.86 20
0.71
25
0.27
3
31.76
13
-0.01
7

Sbi Large And Midcap Fund

1.49
2
1.02
3
1.71
3
0.42
4.06
4 0.89 15
0.93
15
0.28
2
36.39
1
0.01
4

Sundaram Large And Midcap Fund

1.18
17
0.79
18
1.15
20
0.39
-1.56
19 0.89 16
0.93
14
0.22
18
30.40
17
-0.05
21

Tata Large & Mid Cap Fund

1.27
13
0.96
6
1.70
4
0.44
-0.30
14 0.93 8
0.93
11
0.24
12
31.84
12
-0.03
12

Union Large & Midcap Fund

1.17
19
0.76
19
1.17
17
0.43
1.32
10 0.91 10
0.89
19
0.22
16
29.93
20
-0.01
8

Uti Core Equity Fund

1.41
4
1.03
2
1.58
6
0.44
2.13
7 0.96 4
0.94
8
0.26
4
34.37
5
0.01
3

Lic Mf Large & Mid Cap Fund

1.05
22
0.63
22
1.15
19
0.39
-3.16
22 0.83 25
0.93
12
0.20
23
28.45
22
-0.09
25

Motilal Oswal Large And Midcap Fund

1.31
9
0.87
11
1.12
21
0.41
1.76
8 0.86 22
0.87
24
0.25
8
32.87
9
-0.03
16

Edelweiss Large & Mid Cap Fund Additional Return Analysis

Edelweiss Large & Mid 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 1000.82 1008.89 1047.95 1084.88 1009.72 1158.98 2001.95 1848.07
Direct Plan Value of 1000 Rupee 1000.84 1009.17 1049.31 1089.07 1017.62 1178.21 2100.23 1998.11
Fund Information
Fund Launch Date: 19/Apr/2007
Fund Category: Large & Mid Cap Fund
Investment Objective: The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities However, there can be no assurance that the investment objective of the Scheme will be realised.
Fund Description: An open ended equity scheme investing in both large cap and mid cap stocks
Fund Benchmark: (Nifty Large Midcap 250 TR Index
Source: Fund FactSheet


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