Should I invest in Edelweiss Large Cap Fund?

We don't give personal investment advice. Edelweiss Large Cap Fund - Direct Plan-Growth 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: 17.3%. 5-year CAGR: 12.00%.

Edelweiss

Edelweiss Large Cap Fund - Direct Plan-Growth option

Latest NAV

₹92.8000

As of

3 Jun 2026

3,297 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	+0.22%	+0.19%	+0.03	22 / 36	Q3
1W	-1.79%	-1.77%	-0.02	19 / 36	Q3
2W	-0.10%	-0.24%	+0.14	11 / 36	Q2
1M	-1.93%	-1.86%	-0.07	15 / 36	Q2
3M	-5.29%	-3.48%	-1.81	31 / 35	Q4
6M	-7.35%	-7.02%	-0.34	16 / 34	Q2
YTD	-7.89%	-7.39%	-0.50	17 / 34	Q2
1Y	-2.13%	-1.80%	-0.33	16 / 34	Q2
2Y	+1.96%	+2.13%	-0.17	15 / 32	Q2
3Y	+12.13%	+12.27%	-0.14	14 / 31	Q2
4Y	+13.55%	+12.68%	+0.87	10 / 29	Q2
5Y	+12.00%	+11.07%	+0.93	8 / 28	Q2
7Y	+13.39%	+12.37%	+1.02	8 / 25	Q2
10Y	+13.60%	+12.80%	+0.80	6 / 23	Q2
Inception	+13.83%	+11.08%	+2.75	9 / 36	Q1

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	-7.89%	-7.39%	-0.50	17 / 34
2025	+8.28%	+8.01%	+0.26	19 / 33
2024	+16.47%	+16.46%	+0.01	14 / 31
2023	+26.96%	+25.03%	+1.92	11 / 31
2022	+5.03%	+3.34%	+1.69	9 / 28
2021	+24.83%	+27.19%	-2.37	19 / 27
2020	+18.98%	+14.50%	+4.48	5 / 25
2019	+12.70%	+11.93%	+0.77	10 / 24
2018	+3.11%	+0.35%	+2.76	3 / 24
2017	+33.88%	+31.41%	+2.47	7 / 23
2016	+0.83%	+4.58%	-3.74	20 / 22

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

+16.53%

152 windows

min -24.2% · max 74.9%

88% positive

3-Year rolling

+14.87%

127 windows

min -1.5% · max 28.6%

99% positive

5-Year rolling

+14.86%

103 windows

min 1.0% · max 24.1%

100% positive

7-Year rolling

+14.38%

79 windows

min 9.2% · max 17.4%

100% positive

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

12.55%

3-year · annualised

Sharpe ratio

0.46

vs risk-free 6.5%

Sortino ratio

0.67

Downside-only deviation

Max drawdown

-17.09%

Sep 2024 → Feb 2025

% positive months

75.0%

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 Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large Cap Fund - Growth Option - Direct Plan	HDFC	₹1,163.9600	3 Jun 2026
Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹97.2167	3 Jun 2026
SBI Large Cap FUND-DIRECT PLAN -GROWTH	SBI	₹100.8823	3 Jun 2026
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct Plan - Growth	ICICI Prudential	₹115.3300	3 Jun 2026
Invesco India Largecap Fund - Direct Plan - Growth	Invesco	₹82.0000	3 Jun 2026
BANDHAN Large Cap Fund-Direct Plan-Growth	Bandhan	₹86.1600	3 Jun 2026
quant Large Cap Fund - Growth Option - Direct Plan	Quant	₹16.2295	3 Jun 2026
Aditya Birla Sun Life Large Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹550.6600	3 Jun 2026
Motilal Oswal Large Cap Direct Plan Growth	Motilal Oswal	₹13.4304	3 Jun 2026
Franklin India Large Cap Fund- Direct - Growth	Franklin India	₹1,077.6027	2 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹92.8000
2 Jun 2026	₹92.8700
1 Jun 2026	₹92.6700
29 May 2026	₹93.6400
27 May 2026	₹94.8700
26 May 2026	₹94.5600
25 May 2026	₹94.9500
22 May 2026	₹93.6400
21 May 2026	₹93.3700
20 May 2026	₹93.3400

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 Cap Fund - Direct Plan-Growth option is ₹92.8000. It's a Large Cap Fund from Edelweiss, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Edelweiss Large Cap Fund - Direct Plan-Growth option has NAV history starting from 08 Jan 2013, a track record of about 13 years 4 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 Cap Fund - Direct Plan-Growth option is managed by Edelweiss. It's classified by AMFI under the 'Large Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Edelweiss Large Cap Fund - Direct Plan-Growth option has delivered a absolute return of -2.13% — -0.33 pp behind the Large Cap Fund category average of -1.80%. The fund ranks #16 of 34 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Edelweiss Large Cap Fund - Direct Plan-Growth option has delivered a CAGR of 12.13% — -0.14 pp behind the Large Cap Fund category average of 12.27%. The fund ranks #14 of 31 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Edelweiss Large Cap Fund - Direct Plan-Growth option has delivered a CAGR of 12.00% — +0.93 pp ahead of the Large Cap Fund category average of 11.07%. The fund ranks #8 of 28 in its category — the second (Q2) quartile.

₹1 lakh invested in Edelweiss Large Cap Fund - Direct Plan-Growth option exactly 10 years ago would be worth approximately ₹358,019 today — a multiplier of 3.58×, based on the 10-year CAGR of 13.60%. The category average over the same window would have grown ₹1 lakh to ₹333,597.

A ₹10,000 monthly SIP in Edelweiss Large Cap Fund - Direct Plan-Growth option over the last 5 years — total invested ₹600,000 — would be worth ₹763,824 today. That's an XIRR (money-weighted annualised return) of 9.58%.

A ₹10,000 monthly SIP for 10 years in Edelweiss Large Cap Fund - Direct Plan-Growth option = ₹1,200,000 invested. It would currently be worth ₹2,390,081 (multiplier 1.99×). XIRR: 13.21%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Edelweiss Large Cap Fund - Direct Plan-Growth option ranks #8 out of 28 funds in the Large Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 11.07%; this fund delivered 12.00%.

The worst peak-to-trough decline Edelweiss Large Cap Fund - Direct Plan-Growth option has experienced over the last 5-year window is 17.26% — its NAV fell from a high on 18 Oct 2021 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 Cap Fund - Direct Plan-Growth option averaged 14.86% (best 24.05%, worst 0.95%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.45 — weak risk-adjusted performance.

In calendar year 2025, Edelweiss Large Cap Fund - Direct Plan-Growth option returned 8.28% — beating the Large Cap Fund category average of 8.01% by 0.26 pp. It ranked #19 of 33 in its category that year.

Edelweiss Large Cap Fund - Direct Plan-Growth 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 Cap Fund - Direct Plan-Growth 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: 17.3%. 5-year CAGR: 12.00%.

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