Should I invest in Edelweiss Large and Mid Cap Fund?

We don't give personal investment advice. Edelweiss Large and Mid Cap Fund - Direct Plan - IDCW Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.4%. 5-year CAGR: 13.24%.

Edelweiss

Edelweiss Large and Mid Cap Fund - Direct Plan - IDCW Option

Latest NAV

₹39.8120

As of

3 Jun 2026

2,346 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.46%	+0.15%	+0.31	8 / 36	Q1
1W	-1.45%	-1.74%	+0.29	9 / 36	Q1
2W	-0.12%	-0.17%	+0.05	16 / 36	Q2
1M	-0.91%	-0.80%	-0.10	20 / 36	Q3
3M	-0.22%	-1.40%	+1.17	14 / 36	Q2
6M	-2.98%	-6.06%	+3.07	11 / 36	Q2
YTD	-3.87%	-6.30%	+2.43	14 / 36	Q2
1Y	+3.43%	-1.66%	+5.09	7 / 35	Q1
2Y	+6.49%	+0.68%	+5.81	3 / 33	Q1
3Y	+17.14%	+12.10%	+5.04	3 / 31	Q1
4Y	+17.18%	+12.28%	+4.90	4 / 31	Q1
5Y	+13.24%	+10.78%	+2.46	13 / 31	Q2
7Y	+11.91%	+12.23%	-0.32	17 / 27	Q3
10Y	—	—	—	—	—
Inception	+10.96%	+10.14%	+0.83	20 / 36	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-3.87%	-6.30%	+2.43	14 / 36
2025	+5.31%	+1.18%	+4.13	10 / 35
2024	+26.22%	+19.71%	+6.50	6 / 31
2023	+30.98%	+26.16%	+4.82	6 / 31
2022	-1.33%	+0.59%	-1.92	19 / 31
2021	+27.28%	+33.41%	-6.13	27 / 31
2020	-0.95%	+14.39%	-15.34	30 / 30
2019	+9.53%	+6.20%	+3.34	11 / 26
2018	-7.08%	-13.14%	+6.05	2 / 23
2017	+24.42%	+29.57%	-5.15	17 / 23
2016	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+12.54%

104 windows

min -32.3% · max 67.4%

69% positive

3-Year rolling

+11.73%

80 windows

min -9.9% · max 23.7%

88% positive

5-Year rolling

+12.25%

56 windows

min 3.7% · max 22.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+11.62%

31 windows

min 9.4% · max 13.7%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.37%

3-year · annualised

Sharpe ratio

0.73

vs risk-free 6.5%

Sortino ratio

1.12

Downside-only deviation

Max drawdown

-18.17%

Sep 2024 → Feb 2025

% positive months

77.8%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - IDCW Option - Direct Plan	HDFC	₹45.3030	3 Jun 2026
NIPPON INDIA VISION LARGE & MID CAP FUND - DIRECT Plan - IDCW Option	Nippon India	₹68.1548	3 Jun 2026
SBI Large & Midcap Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹356.4452	2 Jun 2026
ICICI Prudential Large & Mid Cap Fund - Direct Plan - IDCW	ICICI Prudential	₹51.8500	3 Jun 2026
Invesco India Large & Mid Cap Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹50.7800	3 Jun 2026
Bandhan Large & Mid Cap Fund - Direct Plan - IDCW	Bandhan	₹35.6690	3 Jun 2026
quant Large & Mid Cap Fund - IDCW Option - Direct Plan	Quant	₹62.7085	3 Jun 2026
Aditya Birla Sun Life Large & Mid Cap Fund -Direct - IDCW	Aditya Birla Sun Life	₹201.0900	3 Jun 2026
Motilal Oswal Large and Midcap Fund Direct - IDCW Payout/Reinvestment	Motilal Oswal	₹27.1484	3 Jun 2026
Franklin India Large & Mid cap Fund - Direct - IDCW	Franklin India	₹21.5940	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹39.8120
2 Jun 2026	₹39.9490
1 Jun 2026	₹39.7680
29 May 2026	₹40.1700
27 May 2026	₹40.6530
26 May 2026	₹40.5380
25 May 2026	₹40.6180
22 May 2026	₹40.2010
21 May 2026	₹40.1840
20 May 2026	₹40.1120

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Edelweiss Large and Mid Cap Fund - Direct Plan - IDCW Option is ₹39.8120. It's a Large & Mid Cap Fund from Edelweiss, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Edelweiss Large and Mid Cap Fund - Direct Plan - IDCW Option has NAV history starting from 28 Nov 2016, a track record of about 9 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Edelweiss Large and Mid Cap Fund - Direct Plan - IDCW Option is managed by Edelweiss. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Edelweiss Large and Mid Cap Fund - Direct Plan - IDCW Option has delivered a absolute return of 3.43% — +5.09 pp ahead of the Large & Mid Cap Fund category average of -1.66%. The fund ranks #7 of 35 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Edelweiss Large and Mid Cap Fund - Direct Plan - IDCW Option has delivered a CAGR of 17.14% — +5.04 pp ahead of the Large & Mid Cap Fund category average of 12.10%. The fund ranks #3 of 31 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Edelweiss Large and Mid Cap Fund - Direct Plan - IDCW Option has delivered a CAGR of 13.24% — +2.46 pp ahead of the Large & Mid Cap Fund category average of 10.78%. The fund ranks #13 of 31 in its category — the second (Q2) quartile.

₹1 lakh invested in Edelweiss Large and Mid Cap Fund - Direct Plan - IDCW Option exactly 5 years ago would be worth approximately ₹186,190 today — a multiplier of 1.86×, based on the 5-year CAGR of 13.24%. The category average over the same window would have grown ₹1 lakh to ₹166,849.

A ₹10,000 monthly SIP in Edelweiss Large and Mid Cap Fund - Direct Plan - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹830,461 today. That's an XIRR (money-weighted annualised return) of 12.95%.

Edelweiss Large and Mid Cap Fund - Direct Plan - IDCW Option doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,393,511 — XIRR 14.20%.

On a 5-year basis, Edelweiss Large and Mid Cap Fund - Direct Plan - IDCW Option ranks #13 out of 31 funds in the Large & Mid Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 10.78%; this fund delivered 13.24%.

The worst peak-to-trough decline Edelweiss Large and Mid Cap Fund - Direct Plan - IDCW Option has experienced over the last 5-year window is 21.43% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Edelweiss Large and Mid Cap Fund - Direct Plan - IDCW Option averaged 12.25% (best 22.83%, worst 3.75%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.50 — reasonable risk-adjusted performance.

In calendar year 2025, Edelweiss Large and Mid Cap Fund - Direct Plan - IDCW Option returned 5.31% — beating the Large & Mid Cap Fund category average of 1.18% by 4.13 pp. It ranked #10 of 35 in its category that year.

Edelweiss Large and Mid Cap Fund - Direct Plan - IDCW Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Edelweiss Large and Mid Cap Fund - Direct Plan - IDCW Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.4%. 5-year CAGR: 13.24%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.