Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option

Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option of Edelweiss Mutual Fund has asset class type as Large-Cap. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.91

Age

NA Years

Fund Manager

Harshad Patwardhan

AuM (Rs Crores)

322.0239

Asset Class

Large-Cap

Net Asset Value:

31.559

Rating

2

Exit Load

0.01

Benchmark

S&P BSE 200,S&P BSE 200 TRI

Fund Type

Large Cap

SEBI Category

Large & Mid Cap Fund

Turnover Ratio(Monthly)

3.52 Times

Fund Manager Details:

Harshad Patwardhan B.Tech(IIT), MBA(IIM) and CFA. B.Tech (IIT), MBA (IIM) and CFA. Mr. Patwardhan has an overall work experience of over 23 years in the investment management function and has joined Edelweiss AMC as Chief Investment Officer - Equity and a key personnel. Prior to joining Edelweiss AMC, he was associated with JPMorgan Asset Management India Private Limited since June 26 as CIO-Equies. Prior to that Mr. Patwardhan worked for two years with Deutsche Equies India Private Limited as a senior research analyst and has had extensive experience with several foreign brokerage houses covering a variety of sectors.

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 is no assurance that the investment objective of the scheme will be realised.

Top Holdings:

  • Banks (17.65)
  • Finance (1.38)
  • IT - Software (9.79)
  • FMCG (6.74)
  • Automobile (5.45)
  • Refineries (4.35)
  • Miscellaneous (3.34)
  • Infrastructure Developers & Operators (2.91)
  • Cement (2.78)
  • Realty (2.4)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition