Edelweiss Large Cap Fund Direct Growth

Edelweiss Large Cap Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Bhavesh Jain, Bharat Lahoti. The fund could potentially beat inflation in the long-run.

1. Edelweiss Large Cap Fund Direct Growth has ₹1229 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
2. The fund has an expense ratio 0.6.
   

Edelweiss Large Cap Fund Direct Growth has given a CAGR return of 15.33% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 10.79%, 21.06% and 24.75% respectively.

Edelweiss Large Cap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Health, Tech, Consumer Cyclical, Consumer Defensive, Industrial, Basic Materials, Energy, Communication, Utilities. Its top holdings are ICICI Bank Ltd, HDFC Bank Ltd, Reliance Industries Ltd, Bajaj Finance Ltd, Larsen & Toubro Ltd

As it is a large-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Edelweiss Large Cap Fund Direct Growth has no lock in period.