Should I invest in Edelweiss Large & Mid Cap Fund?

We don't give personal investment advice. Edelweiss Large & Mid 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: 18.2%. 5-year CAGR: 15.20%.

Edelweiss

Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option

Latest NAV

₹102.6390

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%	+0.15%	+0.30	6 / 34	Q1
1W	-1.45%	-1.78%	+0.32	9 / 34	Q2
2W	-0.12%	-0.02%	-0.10	17 / 34	Q2
1M	-0.91%	-0.52%	-0.39	20 / 34	Q3
3M	-0.22%	+0.66%	-0.88	17 / 34	Q2
6M	-2.99%	-3.20%	+0.21	13 / 34	Q2
YTD	-3.87%	-3.29%	-0.58	16 / 34	Q2
1Y	+3.43%	+1.81%	+1.63	12 / 33	Q2
2Y	+6.49%	+4.91%	+1.58	8 / 30	Q2
3Y	+17.14%	+16.92%	+0.22	11 / 27	Q2
4Y	+17.18%	+16.88%	+0.31	13 / 27	Q2
5Y	+15.20%	+15.02%	+0.18	14 / 27	Q3
7Y	+16.94%	+16.10%	+0.84	7 / 23	Q2
10Y	—	—	—	—	—
Inception	+16.86%	+13.65%	+3.21	10 / 33	Q2

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	-3.87%	-3.29%	-0.58	16 / 34
2025	+5.32%	+4.90%	+0.41	18 / 32
2024	+26.21%	+24.93%	+1.28	11 / 28
2023	+30.98%	+31.20%	-0.21	14 / 27
2022	+3.10%	+2.92%	+0.18	12 / 27
2021	+38.14%	+38.33%	-0.18	15 / 27
2020	+18.84%	+17.02%	+1.82	7 / 26
2019	+12.38%	+9.44%	+2.94	5 / 22
2018	-1.70%	-6.02%	+4.32	3 / 21
2017	+37.92%	+38.46%	-0.55	13 / 21
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

+18.18%

104 windows

min -22.2% · max 81.9%

88% positive

3-Year rolling

+18.17%

80 windows

min -1.2% · max 30.6%

99% positive

5-Year rolling

+19.21%

56 windows

min 12.6% · max 27.0%

100% positive

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

7-Year rolling

+17.96%

31 windows

min 15.4% · max 19.3%

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

14.37%

3-year · annualised

Sharpe ratio

0.73

vs risk-free 6.5%

Sortino ratio

1.12

Downside-only deviation

Max drawdown

-18.17%

Sep 2024 → Feb 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
HDFC Large and Mid Cap Fund - Growth Option - Direct Plan	HDFC	₹348.8940	3 Jun 2026
Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹263.7372	3 Jun 2026
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth	SBI	₹683.8671	2 Jun 2026
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth	ICICI Prudential	₹1,109.9000	3 Jun 2026
Invesco India Large & Mid Cap Fund - Direct Plan - Growth	Invesco	₹119.2100	3 Jun 2026
Bandhan Large & Mid Cap Fund - Direct Plan - Growth	Bandhan	₹160.3360	3 Jun 2026
quant Large & Mid Cap Fund - Growth Option-Direct Plan	Quant	₹134.6766	3 Jun 2026
Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹999.2500	3 Jun 2026
Motilal Oswal Large and Midcap Fund - Direct Plan Growth	Motilal Oswal	₹38.4109	3 Jun 2026
Franklin India Large & Mid Cap Fund - Direct - Growth	Franklin India	₹199.5382	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹102.6390
2 Jun 2026	₹102.9910
1 Jun 2026	₹102.5260
29 May 2026	₹103.5630
27 May 2026	₹104.8060
26 May 2026	₹104.5110
25 May 2026	₹104.7180
22 May 2026	₹103.6430
21 May 2026	₹103.5980
20 May 2026	₹103.4140

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 & Mid Cap Fund - Direct Plan - Growth Option is ₹102.6390. It's a Large & Mid Cap Fund from Edelweiss, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Edelweiss Large & Mid Cap Fund - Direct Plan - Growth 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 & Mid Cap Fund - Direct Plan - Growth 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 & Mid Cap Fund - Direct Plan - Growth Option has delivered a absolute return of 3.43% — +1.63 pp ahead of the Large & Mid Cap Fund category average of 1.81%. The fund ranks #12 of 33 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option has delivered a CAGR of 17.14% — +0.22 pp ahead of the Large & Mid Cap Fund category average of 16.92%. The fund ranks #11 of 27 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option has delivered a CAGR of 15.20% — +0.18 pp ahead of the Large & Mid Cap Fund category average of 15.02%. The fund ranks #14 of 27 in its category — the third (Q3) quartile.

₹1 lakh invested in Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option exactly 5 years ago would be worth approximately ₹202,858 today — a multiplier of 2.03×, based on the 5-year CAGR of 15.20%. The category average over the same window would have grown ₹1 lakh to ₹201,274.

A ₹10,000 monthly SIP in Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹841,316 today. That's an XIRR (money-weighted annualised return) of 13.48%.

Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,536,527 — XIRR 16.94%.

On a 5-year basis, Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option ranks #14 out of 27 funds in the Large & Mid Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 15.02%; this fund delivered 15.20%.

The worst peak-to-trough decline Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option has experienced over the last 5-year window is 18.17% — its NAV fell from a high on 23 Sep 2024 to a low on 28 Feb 2025. 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 & Mid Cap Fund - Direct Plan - Growth Option averaged 19.21% (best 27.04%, worst 12.57%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.62 — reasonable risk-adjusted performance.

In calendar year 2025, Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option returned 5.32% — beating the Large & Mid Cap Fund category average of 4.90% by 0.41 pp. It ranked #18 of 32 in its category that year.

Edelweiss Large & Mid 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 & Mid 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: 18.2%. 5-year CAGR: 15.20%.

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