Should I invest in Edelweiss Large Cap Fund -Plan C?

We don't give personal investment advice. Edelweiss Large Cap Fund -Plan C - 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: 18.1%. 5-year CAGR: 10.12%.

Edelweiss

Edelweiss Large Cap Fund -Plan C - Growth option

Latest NAV

₹81.3200

As of

24 Jul 2026

4,233 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	-0.38%	-0.35%	-0.03	22 / 35	Q3
1W	-1.69%	-1.80%	+0.11	14 / 35	Q2
2W	-1.26%	-1.49%	+0.23	12 / 35	Q2
1M	-0.25%	-0.37%	+0.13	16 / 35	Q2
3M	+0.81%	+1.15%	-0.34	25 / 35	Q3
6M	-2.37%	-2.82%	+0.46	17 / 35	Q2
YTD	-6.11%	-6.84%	+0.73	15 / 35	Q2
1Y	-2.00%	-4.27%	+2.27	13 / 35	Q2
2Y	-0.64%	-2.12%	+1.48	18 / 35	Q3
3Y	+9.04%	+7.28%	+1.75	15 / 35	Q2
4Y	+12.13%	+9.46%	+2.67	10 / 34	Q2
5Y	+10.12%	+7.88%	+2.24	12 / 34	Q2
7Y	+13.06%	+10.08%	+2.98	7 / 34	Q1
10Y	+11.87%	+8.36%	+3.52	7 / 34	Q1
Inception	+13.04%	+8.33%	+4.71	5 / 35	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	-6.11%	-7.22%	+1.11	14 / 34
2025	+6.66%	+5.20%	+1.47	16 / 34
2024	+14.68%	+12.60%	+2.08	12 / 34
2023	+25.05%	+21.38%	+3.66	10 / 34
2022	+3.48%	+0.25%	+3.22	8 / 34
2021	+23.06%	+23.62%	-0.56	15 / 34
2020	+17.01%	+11.04%	+5.98	6 / 34
2019	+11.29%	+7.65%	+3.64	10 / 35
2018	+2.26%	-3.82%	+6.08	4 / 35
2017	+32.79%	+24.19%	+8.60	5 / 35
2016	+0.04%	+0.01%	+0.03	19 / 33

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

+13.62%

198 windows

min -21.2% · max 82.7%

81% positive

3-Year rolling

+13.46%

173 windows

min -0.7% · max 25.9%

99% positive

5-Year rolling

+13.67%

149 windows

min 1.4% · max 23.9%

100% positive

7-Year rolling

+12.98%

125 windows

min 7.9% · max 16.1%

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

11.46%

3-year · annualised

Sharpe ratio

0.25

vs risk-free 6.5%

Sortino ratio

0.36

Downside-only deviation

Max drawdown

-17.63%

Sep 2024 → Feb 2025

% positive months

66.7%

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 - Regular Plan	HDFC	₹1,117.6250	24 Jul 2026
SBI Large Cap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹52.5157	24 Jul 2026
Franklin India Large Cap Fund - IDCW	Franklin Templeton	₹41.8537	24 Jul 2026
Mirae Asset Large Cap Fund - Growth Plan	Mirae Asset	₹110.1470	24 Jul 2026
Kotak Large Cap Fund - Growth	Kotak	₹558.1270	24 Jul 2026
Edelweiss Large Cap Fund - Plan B - IDCW Option	Edelweiss	₹80.3900	24 Jul 2026
HSBC Large Cap Fund - Regular Growth	HSBC	₹464.7238	24 Jul 2026
UTI Large Cap Fund - Regular Plan - Growth Option	UTI	₹260.1960	24 Jul 2026
PGIM India Large Cap Fund - Growth	PGIM India	₹327.1700	24 Jul 2026
Aditya Birla Sun Life Large Cap Fund-Growth	Birla Sun Life	₹511.5500	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹81.3200
23 Jul 2026	₹81.6300
22 Jul 2026	₹82.1200
21 Jul 2026	₹82.7900
20 Jul 2026	₹82.7500
17 Jul 2026	₹82.7200
16 Jul 2026	₹82.1100
15 Jul 2026	₹82.1400
14 Jul 2026	₹81.9300
13 Jul 2026	₹82.3400

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 24 Jul 2026, the NAV of Edelweiss Large Cap Fund -Plan C - Growth option is ₹81.3200. It's a Large Cap Fund from Edelweiss, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Edelweiss Large Cap Fund -Plan C - Growth option has NAV history starting from 21 May 2009, a track record of about 17 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Edelweiss Large Cap Fund -Plan C - 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 -Plan C - Growth option has delivered a absolute return of -2.00% — +2.27 pp ahead of the Large Cap Fund category average of -4.27%. The fund ranks #13 of 35 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Edelweiss Large Cap Fund -Plan C - Growth option has delivered a CAGR of 9.04% — +1.75 pp ahead of the Large Cap Fund category average of 7.28%. The fund ranks #15 of 35 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Edelweiss Large Cap Fund -Plan C - Growth option has delivered a CAGR of 10.12% — +2.24 pp ahead of the Large Cap Fund category average of 7.88%. The fund ranks #12 of 34 in its category — the second (Q2) quartile.

₹1 lakh invested in Edelweiss Large Cap Fund -Plan C - Growth option exactly 10 years ago would be worth approximately ₹307,100 today — a multiplier of 3.07×, based on the 10-year CAGR of 11.87%. The category average over the same window would have grown ₹1 lakh to ₹223,148.

A ₹10,000 monthly SIP in Edelweiss Large Cap Fund -Plan C - Growth option over the last 5 years — total invested ₹600,000 — would be worth ₹743,381 today. That's an XIRR (money-weighted annualised return) of 8.50%.

A ₹10,000 monthly SIP for 10 years in Edelweiss Large Cap Fund -Plan C - Growth option = ₹1,200,000 invested. It would currently be worth ₹2,221,296 (multiplier 1.85×). XIRR: 11.84%. 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 -Plan C - Growth option ranks #12 out of 34 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 7.88%; this fund delivered 10.12%.

The worst peak-to-trough decline Edelweiss Large Cap Fund -Plan C - Growth option has experienced over the last 5-year window is 18.05% — 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 -Plan C - Growth option averaged 13.67% (best 23.93%, worst 1.39%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.33 — weak risk-adjusted performance.

In calendar year 2025, Edelweiss Large Cap Fund -Plan C - Growth option returned 6.66% — beating the Large Cap Fund category average of 5.20% by 1.47 pp. It ranked #16 of 34 in its category that year.

Edelweiss Large Cap Fund -Plan C - 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 -Plan C - 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: 18.1%. 5-year CAGR: 10.12%.

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