Edelweiss Large Cap Fund
Large Cap Fund
Launch Date: 4 May 2009
Suitable for
Investment Period
3+ year investments
Low risk investors
Prefer steady, predictable returns over high growth.
Review
Shows good overall results with lower risk than peers, though consistency is only average.
Edelweiss Large Cap Fund
Large Cap Fund
Fund Health
Returns 📈
Typically 12-18% if held 3+ years
Risk ⚠️
Risk of less than FD returns -
Low
Quality 🏆
Extra Returns for the Risk -
Strong
Consistency of Performance -
Good
Peer Performance
| Fund | Rolling 3Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Edelweiss Large Cap Fund | 15% | 13% | 7% | Good |
Icici Prudential Large Cap Fund (erstwhile Bluechip Fund) | 16% | 15% | 9% | Strong |
Canara Robeco Large Cap Fund | 16% | 13% | 3% | Good |
Nifty 100 Benchmark | 14% | 14% | 8% | — |
Large Cap Fund Category Average | 14% | 14% | 9% | — |
Return
Long Term -
Good
Better or close to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Strong
Does well in both long-term and recent performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Average
Sometimes outperforms, sometimes underperforms compared to peers
Overall Performance
Overall
Good
Strong overall performance across all metrics. Can also consider index fund as it's risk and return are very close to top performing funds, and low expense ratio.
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Track Record
Recent Performance
+30%
+10%
-10%
-20%
0%
2022
2023
2024
2025
2026
Index
Fund
When market falls
-0%
-10%
-20%
-30%
-40%
-50%
Feb '16
Oct '18
Mar '20
Jun '22
Feb '25
Index
Fund
During big market falls, your fund falls less than the market.
Recovery time after falls
22 months
Fund
|
23 months
Index
Average time taken to recover after a major fall
Fastest recovery
4 mth|4 mth
Slowest recovery
61 mth|61 mth
Details
AUM
₹198 Cr
Expense Ratio
0.61%
Exit Load
N/A
Minimum Amount
N/A
Fund Manager
N/A
Fund House
Edelweiss Asset Management Limited
Launch Date
4 May 2009
Age
17 years
Category
Large Cap Fund
Benchmark
Nifty 100 TRI
FAQs
Is Edelweiss Large Cap Fund a good mutual fund?
Edelweiss Large Cap Fund is a Good fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around 15%
•
Risk of earning less than FD returns has been Low
•
Performance consistency has been Average
Compared with other funds in the Large Cap Fund category, it has delivered better returns while taking less risk.
This fund may be suitable for investors with an investment horizon of at least 3+ years.
Should I invest in Edelweiss Large Cap Fund?
If you're looking for a Large Cap Fund fund, Edelweiss Large Cap Fund is one of the stronger options based on its long-term returns, risk management and consistency.
However, your investment horizon, risk tolerance and existing portfolio should also be considered before investing.
Is Edelweiss Large Cap Fund safe?
No equity mutual fund is completely safe.
Compared with similar funds, Edelweiss Large Cap Fund has shown Good downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 7% of periods.
This suggests the fund carries less risk relative to its peers.
Can I lose money in Edelweiss Large Cap Fund?
Yes.
Like all equity mutual funds, Edelweiss Large Cap Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 3+ years experienced negative returns in approximately 0% of periods.
The probability generally decreases as the investment horizon increases.
What returns can I expect from Edelweiss Large Cap Fund?
Historically, investors holding Edelweiss Large Cap Fund for 3+ years experienced:
•
Typical returns around 15% p.a.
•
Best represented by recent returns of 13% p.a.
•
Worst historical outcome of -2% p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
How risky is Edelweiss Large Cap Fund?
Edelweiss Large Cap Fund has a Low risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 7%
•
Average fall during major market declines: 18%
•
Average recovery time: 22 months
How does Edelweiss Large Cap Fund perform during market crashes?
During major market declines, Edelweiss Large Cap Fund has historically fallen around 18% compared with 21% for its benchmark.
This means the fund has protected investors better than the benchmark during difficult periods.
How long does Edelweiss Large Cap Fund take to recover after a fall?
Historically, Edelweiss Large Cap Fund has taken around 22 months to recover from major market declines.
The benchmark recovered in approximately 23 months.
Faster recovery times generally indicate stronger resilience during market corrections.
Who should invest in Edelweiss Large Cap Fund?
Edelweiss Large Cap Fund may be suitable for investors who:
•
Have an investment horizon of at least 3+ years
•
Are comfortable with Low risk
•
Want exposure to Large Cap Fund funds
Who should avoid Edelweiss Large Cap Fund?
This fund may not be suitable for investors who:
•
Need money within 3+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is Edelweiss Large Cap Fund suitable for SIP investing?
Edelweiss Large Cap Fund can be suitable for SIP investors with a horizon of at least 3+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that Edelweiss Large Cap Fund earns less than a fixed deposit?
Historically, investors holding Edelweiss Large Cap Fund for 3 years earned less than FD returns in approximately 7% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
How consistent is Edelweiss Large Cap Fund?
Edelweiss Large Cap Fund has shown Average consistency compared with other funds in its category.
Historically:
•
Top performer: 27%
•
Bottom performer: 9%
Is the extra return from Edelweiss Large Cap Fund worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, Edelweiss Large Cap Fund delivered Good risk-adjusted returns compared with similar funds.
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