Should I invest in Edelweiss Large Cap Fund?

We don't give personal investment advice. Edelweiss Large 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: 22.7%. 5-year CAGR: 2.24%.

Edelweiss

Edelweiss Large Cap Fund - Regular Plan - IDCW Option

Latest NAV

₹25.8100

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	-0.39%	-0.35%	-0.04	24 / 35	Q3
1W	-1.68%	-1.80%	+0.13	9 / 35	Q2
2W	-1.22%	-1.49%	+0.27	7 / 35	Q1
1M	-0.23%	-0.37%	+0.14	11 / 35	Q2
3M	-3.66%	+1.15%	-4.81	35 / 35	Q4
6M	-6.69%	-2.82%	-3.87	30 / 35	Q4
YTD	-10.26%	-6.84%	-3.42	29 / 35	Q4
1Y	-9.60%	-4.27%	-5.33	30 / 35	Q4
2Y	-6.10%	-2.12%	-3.98	30 / 35	Q4
3Y	+2.25%	+7.28%	-5.03	30 / 35	Q4
4Y	+4.37%	+9.46%	-5.08	30 / 34	Q4
5Y	+2.24%	+7.88%	-5.64	30 / 34	Q4
7Y	+4.49%	+10.08%	-5.59	31 / 34	Q4
10Y	+3.68%	+8.36%	-4.68	28 / 34	Q4
Inception	+5.73%	+8.33%	-2.60	26 / 35	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	-10.26%	-7.22%	-3.04	28 / 34
2025	+2.94%	+5.20%	-2.26	28 / 34
2024	+6.90%	+12.60%	-5.70	31 / 34
2023	+14.37%	+21.38%	-7.01	31 / 34
2022	-5.49%	+0.25%	-5.74	30 / 34
2021	+13.55%	+23.62%	-10.06	34 / 34
2020	+1.65%	+11.04%	-9.39	32 / 34
2019	+8.14%	+7.65%	+0.49	21 / 35
2018	-10.80%	-3.82%	-6.98	31 / 35
2017	+27.01%	+24.19%	+2.82	19 / 35
2016	+0.06%	+0.01%	+0.05	17 / 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

+6.32%

198 windows

min -28.6% · max 58.6%

66% positive

3-Year rolling

+5.69%

173 windows

min -10.2% · max 17.7%

85% positive

5-Year rolling

+5.92%

149 windows

min -4.7% · max 15.0%

97% positive

7-Year rolling

+5.41%

125 windows

min 0.8% · max 9.3%

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

12.10%

3-year · annualised

Sharpe ratio

-0.29

vs risk-free 6.5%

Sortino ratio

-0.39

Downside-only deviation

Max drawdown

-20.48%

Sep 2024 → Mar 2026

% positive months

58.3%

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	₹25.8100
23 Jul 2026	₹25.9100
22 Jul 2026	₹26.0600
21 Jul 2026	₹26.2700
20 Jul 2026	₹26.2600
17 Jul 2026	₹26.2500
16 Jul 2026	₹26.0600
15 Jul 2026	₹26.0700
14 Jul 2026	₹26.0000
13 Jul 2026	₹26.1300

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 - Regular Plan - IDCW Option is ₹25.8100. 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 - Regular Plan - IDCW 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 - Regular Plan - IDCW 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 - Regular Plan - IDCW Option has delivered a absolute return of -9.60% — -5.33 pp behind the Large Cap Fund category average of -4.27%. The fund ranks #30 of 35 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Edelweiss Large Cap Fund - Regular Plan - IDCW Option has delivered a CAGR of 2.25% — -5.03 pp behind the Large Cap Fund category average of 7.28%. The fund ranks #30 of 35 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Edelweiss Large Cap Fund - Regular Plan - IDCW Option has delivered a CAGR of 2.24% — -5.64 pp behind the Large Cap Fund category average of 7.88%. The fund ranks #30 of 34 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Edelweiss Large Cap Fund - Regular Plan - IDCW Option exactly 10 years ago would be worth approximately ₹143,469 today — a multiplier of 1.43×, based on the 10-year CAGR of 3.68%. 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 - Regular Plan - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹617,724 today. That's an XIRR (money-weighted annualised return) of 1.15%.

A ₹10,000 monthly SIP for 10 years in Edelweiss Large Cap Fund - Regular Plan - IDCW Option = ₹1,200,000 invested. It would currently be worth ₹1,430,567 (multiplier 1.19×). XIRR: 3.45%. 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 - Regular Plan - IDCW Option ranks #30 out of 34 funds in the Large Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 7.88%; this fund delivered 2.24%.

The worst peak-to-trough decline Edelweiss Large Cap Fund - Regular Plan - IDCW Option has experienced over the last 5-year window is 22.67% — its NAV fell from a high on 23 Sep 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 - Regular Plan - IDCW Option averaged 5.92% (best 15.03%, worst -4.68%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is -0.27 — negative risk-adjusted performance.

In calendar year 2025, Edelweiss Large Cap Fund - Regular Plan - IDCW Option returned 2.94% — lagging the Large Cap Fund category average of 5.20% by 2.26 pp. It ranked #28 of 34 in its category that year.

Edelweiss Large 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 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: 22.7%. 5-year CAGR: 2.24%.

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