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Edelweiss Large Cap Fund
Last 5 Years Annualised Return:
Direct Plan:12.37%
Regular Plan: 10.92 %
Latest NAV :
Direct: Rs. 56.68
Regular: Rs.51.7
Minimum Expense Ratio: 0.97% (Inc. of GST)
Minimum SIP- Rs. 100
Fund Size- Rs. 310.42 Cr
Fund Managers:Mr. Bhavesh Jain & Mr. Bharat Lahoti
P/E Ratio: 18.70
P/B Ratio:2.92
Alpha: 0.43
Beta: 0.95
Sharpe Ratio:0.48
Sortiono Ratio: 0.54
7.55%
Returns :
Category :
Large Cap
1Y
3Y
5Y
All
Fund returns
5.7%
15.6%
12.4%
13.9%
Category Average
48%
13.9%
14.2%
NA
Rank within Category
18
8
3
NA
Taxation
- Capital Gains:
15% tax on returns if redeemed before 1 year,10% long-term capital gains tax (LTCG) is applied on gains from the sale of equity shares that exceed Rs 100,000.
The verdict
- Edelweiss Large Cap Fund with the help of experienced fund managers has been continuously giving good returns for the past 3 years in the large cap category. Still, the fund hasn't provided significant returns in the last 6 months.
Rating
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Review by
Abhijeet Saxena
About the Expert
Abhijeet Saxena is qualified banking & finance lawyer registered with the bar council of Delhi.Graduate from NALSAR University of Law. Ex-NSE, ex Amarchand Mangaldas, ex Khaitan & Co.
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