Should I invest in Edelweiss Large and Mid Cap Fund?

We don't give personal investment advice. Edelweiss Large and Mid Cap Fund - Regular 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: 22.5%. 5-year CAGR: 11.29%.

Edelweiss

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

Latest NAV

₹32.8690

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	+0.45%	+0.22%	+0.23	6 / 17	Q2
1W	-1.48%	-1.78%	+0.30	4 / 17	Q1
2W	-0.17%	+0.03%	-0.20	9 / 17	Q3
1M	-1.01%	-0.50%	-0.51	13 / 17	Q4
3M	-0.57%	-1.23%	+0.66	9 / 17	Q3
6M	-3.66%	-6.29%	+2.63	6 / 17	Q2
YTD	-4.43%	-6.24%	+1.81	8 / 17	Q2
1Y	+1.99%	-2.39%	+4.39	2 / 16	Q1
2Y	+5.00%	+0.29%	+4.71	1 / 14	Q1
3Y	+15.47%	+10.11%	+5.36	1 / 12	Q1
4Y	+15.46%	+9.90%	+5.55	2 / 12	Q1
5Y	+11.29%	+8.33%	+2.96	3 / 11	Q2
7Y	+10.04%	+10.09%	-0.06	5 / 7	Q3
10Y	—	—	—	—	—
Inception	+9.19%	+8.62%	+0.57	11 / 17	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	-4.43%	-6.24%	+1.81	8 / 17
2025	+3.84%	-1.18%	+5.02	3 / 16
2024	+24.40%	+19.96%	+4.44	4 / 12
2023	+29.03%	+22.10%	+6.94	2 / 12
2022	-3.57%	-5.07%	+1.50	5 / 12
2021	+24.84%	+35.83%	-10.99	11 / 11
2020	-2.63%	+13.27%	-15.90	10 / 10
2019	+7.68%	+11.21%	-3.54	6 / 6
2018	-8.56%	-10.78%	+2.22	2 / 4
2017	+23.12%	+32.47%	-9.36	4 / 4
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

+10.71%

104 windows

min -33.4% · max 65.0%

66% positive

3-Year rolling

+9.81%

80 windows

min -11.2% · max 21.8%

86% positive

5-Year rolling

+10.27%

56 windows

min 1.9% · max 20.7%

100% positive

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

7-Year rolling

+9.71%

31 windows

min 7.5% · max 11.8%

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

14.35%

3-year · annualised

Sharpe ratio

0.63

vs risk-free 6.5%

Sortino ratio

0.95

Downside-only deviation

Max drawdown

-18.76%

Sep 2024 → Apr 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
Motilal Oswal Large and Midcap Fund Regular - IDCW Payout/Reinvestment	Motilal Oswal	₹24.7839	3 Jun 2026
Mirae Asset Large & Midcap Fund - Regular Plan - IDCW	Mirae Asset	₹45.9140	3 Jun 2026
HSBC Large & Mid Cap Fund - Regular IDCW	HSBC	₹19.8946	3 Jun 2026
Baroda BNP Paribas Large and Mid Cap Fund-Regular plan-IDCW Option	Baroda BNP Paribas	₹17.3840	3 Jun 2026
PGIM India Large and Midcap Fund - Regular Plan - IDCW Option	PGIM India	₹10.9600	3 Jun 2026
Axis Large & Mid Cap Fund - Regular Plan - IDCW	Axis	₹19.2100	2 Jun 2026
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- IDCW	Bajaj Finserv	₹11.7760	3 Jun 2026
Helios Large & Mid Cap Fund - Regular Plan - IDCW Option	Helios	₹10.7300	3 Jun 2026
ITI Large & Midcap Fund - Regular Plan - IDCW Option	ITI	₹9.2800	3 Jun 2026
JM Large & Mid Cap Fund (Regular) - IDCW		₹9.9095	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹32.8690
2 Jun 2026	₹32.9830
1 Jun 2026	₹32.8350
29 May 2026	₹33.1710
27 May 2026	₹33.5720
26 May 2026	₹33.4780
25 May 2026	₹33.5460
22 May 2026	₹33.2050
21 May 2026	₹33.1920
20 May 2026	₹33.1340

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 - Regular Plan - IDCW Option is ₹32.8690. It's a Large & Mid Cap Fund from Edelweiss, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Edelweiss Large and Mid Cap Fund - Regular 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 - Regular 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 - Regular Plan - IDCW Option has delivered a absolute return of 1.99% — +4.39 pp ahead of the Large & Mid Cap Fund category average of -2.39%. The fund ranks #2 of 16 in its category — the top (Q1) quartile.

Over the trailing 3-year window, Edelweiss Large and Mid Cap Fund - Regular Plan - IDCW Option has delivered a CAGR of 15.47% — +5.36 pp ahead of the Large & Mid Cap Fund category average of 10.11%. The fund ranks #1 of 12 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Edelweiss Large and Mid Cap Fund - Regular Plan - IDCW Option has delivered a CAGR of 11.29% — +2.96 pp ahead of the Large & Mid Cap Fund category average of 8.33%. The fund ranks #3 of 11 in its category — the second (Q2) quartile.

₹1 lakh invested in Edelweiss Large and Mid Cap Fund - Regular Plan - IDCW Option exactly 5 years ago would be worth approximately ₹170,729 today — a multiplier of 1.71×, based on the 5-year CAGR of 11.29%. The category average over the same window would have grown ₹1 lakh to ₹149,224.

A ₹10,000 monthly SIP in Edelweiss Large and Mid Cap Fund - Regular Plan - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹795,295 today. That's an XIRR (money-weighted annualised return) of 11.21%.

Edelweiss Large and Mid Cap Fund - Regular 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 ₹1,303,413 — XIRR 12.33%.

On a 5-year basis, Edelweiss Large and Mid Cap Fund - Regular Plan - IDCW Option ranks #3 out of 11 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 8.33%; this fund delivered 11.29%.

The worst peak-to-trough decline Edelweiss Large and Mid Cap Fund - Regular Plan - IDCW Option has experienced over the last 5-year window is 22.46% — 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 - Regular Plan - IDCW Option averaged 10.27% (best 20.70%, worst 1.92%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.38 — weak risk-adjusted performance.

In calendar year 2025, Edelweiss Large and Mid Cap Fund - Regular Plan - IDCW Option returned 3.84% — beating the Large & Mid Cap Fund category average of -1.18% by 5.02 pp. It ranked #3 of 16 in its category that year.

Edelweiss Large and Mid Cap Fund - Regular 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 - Regular 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: 22.5%. 5-year CAGR: 11.29%.

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