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: 12.91%.

Edelweiss

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

Latest NAV

₹41.6340

As of

17 Jul 2026

2,377 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	+0.28%	+0.15%	+0.13	14 / 36	Q2
1W	-0.14%	-0.20%	+0.06	16 / 36	Q2
2W	+0.53%	+0.24%	+0.29	11 / 36	Q2
1M	+1.53%	+1.73%	-0.20	23 / 36	Q3
3M	+2.63%	+3.75%	-1.13	29 / 36	Q4
6M	+1.98%	+0.56%	+1.42	18 / 36	Q2
YTD	+0.18%	-1.67%	+1.86	19 / 36	Q3
1Y	+4.23%	-0.06%	+4.29	10 / 36	Q2
2Y	+4.08%	-0.46%	+4.54	3 / 34	Q1
3Y	+16.33%	+11.48%	+4.85	4 / 31	Q1
4Y	+17.89%	+13.30%	+4.59	6 / 31	Q1
5Y	+12.91%	+10.82%	+2.09	14 / 31	Q2
7Y	+13.31%	+13.81%	-0.50	16 / 27	Q3
10Y	—	—	—	—	—
Inception	+11.29%	+10.89%	+0.40	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	+0.18%	-1.67%	+1.86	19 / 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

+12.83%

106 windows

min -27.1% · max 56.6%

71% positive

3-Year rolling

+12.36%

81 windows

min -8.2% · max 25.3%

88% positive

5-Year rolling

+12.45%

57 windows

min 4.3% · max 25.0%

100% positive

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

7-Year rolling

+11.80%

33 windows

min 9.9% · max 14.1%

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

14.07%

3-year · annualised

Sharpe ratio

0.69

vs risk-free 6.5%

Sortino ratio

1.16

Downside-only deviation

Max drawdown

-18.17%

Sep 2024 → Feb 2025

% positive months

69.4%

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	₹47.7870	17 Jul 2026
NIPPON INDIA VISION LARGE & MID CAP FUND - DIRECT Plan - IDCW Option	Nippon India	₹70.7641	17 Jul 2026
SBI Large & Midcap Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹373.6439	17 Jul 2026
ICICI Prudential Large & Mid Cap Fund - Direct Plan - IDCW	ICICI Prudential	₹54.4600	17 Jul 2026
Invesco India Large & Mid Cap Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹55.8900	17 Jul 2026
Bandhan Large & Mid Cap Fund - Direct Plan - IDCW	Bandhan	₹36.7850	17 Jul 2026
quant Large & Mid Cap Fund - IDCW Option - Direct Plan	Quant	₹64.5206	17 Jul 2026
Aditya Birla Sun Life Large & Mid Cap Fund -Direct - IDCW	Aditya Birla Sun Life	₹210.4900	17 Jul 2026
Motilal Oswal Large and Midcap Fund Direct - IDCW Payout/Reinvestment	Motilal Oswal	₹27.8134	17 Jul 2026
Franklin India Large & Mid cap Fund - Direct - IDCW	Franklin India	₹22.8896	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹41.6340
16 Jul 2026	₹41.5160
15 Jul 2026	₹41.7150
14 Jul 2026	₹41.4380
13 Jul 2026	₹41.7910
10 Jul 2026	₹41.6940
9 Jul 2026	₹41.1200
8 Jul 2026	₹40.7940
7 Jul 2026	₹41.4450
6 Jul 2026	₹41.6320

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 17 Jul 2026, the NAV of Edelweiss Large and Mid Cap Fund - Direct Plan - IDCW Option is ₹41.6340. 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 7 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 4.23% — +4.29 pp ahead of the Large & Mid Cap Fund category average of -0.06%. The fund ranks #10 of 36 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Edelweiss Large and Mid Cap Fund - Direct Plan - IDCW Option has delivered a CAGR of 16.33% — +4.85 pp ahead of the Large & Mid Cap Fund category average of 11.48%. The fund ranks #4 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 12.91% — +2.09 pp ahead of the Large & Mid Cap Fund category average of 10.82%. The fund ranks #14 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 ₹183,499 today — a multiplier of 1.83×, based on the 5-year CAGR of 12.91%. The category average over the same window would have grown ₹1 lakh to ₹167,152.

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 ₹850,783 today. That's an XIRR (money-weighted annualised return) of 13.94%.

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 ₹1,429,831 — XIRR 14.92%.

On a 5-year basis, Edelweiss Large and Mid Cap Fund - Direct Plan - IDCW Option ranks #14 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 10.82%; this fund delivered 12.91%.

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 12.45% (best 24.97%, worst 4.29%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.44 — weak 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: 12.91%.

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