Should I invest in Edelweiss Large & Mid Cap Fund?

We don't give personal investment advice. Edelweiss Large & Mid Cap Fund - Regular 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: 18.8%. 5-year CAGR: 13.46%.

Edelweiss

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

Latest NAV

₹86.1840

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%	+0.04%	+0.41	4 / 24	Q1
1W	-1.48%	-1.87%	+0.39	5 / 24	Q1
2W	-0.17%	-0.30%	+0.13	9 / 24	Q2
1M	-1.01%	-0.76%	-0.25	13 / 24	Q3
3M	-0.57%	+0.56%	-1.12	16 / 24	Q3
6M	-3.66%	-3.68%	+0.02	13 / 24	Q3
YTD	-4.43%	-4.06%	-0.37	15 / 24	Q3
1Y	+2.00%	+0.50%	+1.49	12 / 23	Q3
2Y	+5.00%	+2.94%	+2.06	5 / 20	Q1
3Y	+15.47%	+14.82%	+0.66	5 / 17	Q2
4Y	+15.46%	+14.85%	+0.61	5 / 17	Q2
5Y	+13.46%	+12.64%	+0.82	5 / 17	Q2
7Y	+15.17%	+13.61%	+1.57	4 / 13	Q2
10Y	—	—	—	—	—
Inception	+15.26%	+9.86%	+5.40	8 / 24	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	-4.43%	-4.06%	-0.37	15 / 24
2025	+3.84%	+3.12%	+0.72	11 / 22
2024	+24.41%	+22.31%	+2.10	7 / 18
2023	+29.03%	+29.01%	+0.02	8 / 17
2022	+1.34%	-0.46%	+1.80	9 / 17
2021	+36.01%	+33.85%	+2.15	8 / 17
2020	+17.02%	+16.04%	+0.98	9 / 16
2019	+10.68%	+8.45%	+2.22	5 / 12
2018	-2.94%	-13.79%	+10.85	1 / 11
2017	+37.17%	+38.05%	-0.88	8 / 11
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

+16.49%

104 windows

min -23.4% · max 79.1%

84% positive

3-Year rolling

+16.41%

80 windows

min -2.4% · max 28.5%

99% positive

5-Year rolling

+17.41%

56 windows

min 10.8% · max 25.1%

100% positive

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

7-Year rolling

+16.22%

31 windows

min 13.7% · max 17.5%

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 Plan Growth	Motilal Oswal	₹34.9086	3 Jun 2026
Mirae Asset Large & Midcap Fund - Regular Plan - Growth	Mirae Asset	₹149.2770	3 Jun 2026
DSP BlackRock Opportunities Fund-Regular Plan - Dividend	DSP BlackRock	₹34.8680	3 Jun 2026
HSBC Large & Mid Cap Fund - Regular Growth	HSBC	₹28.7295	3 Jun 2026
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option	Baroda BNP Paribas	₹26.3580	3 Jun 2026
PGIM India Large and Midcap Fund - Regular Plan - Growth Option	PGIM India	₹11.8100	3 Jun 2026
Axis Large & Mid Cap Fund - Regular Plan - Growth	Axis	₹32.9300	2 Jun 2026
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth	Bajaj Finserv	₹11.7760	3 Jun 2026
Bharti AXA Equity Fund Eco Plan-Regular Dividend	Bharti AXA	₹27.4000	3 Jun 2026
Helios Large & Mid Cap Fund - Regular Plan - Growth Option	Helios	₹10.7200	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹86.1840
2 Jun 2026	₹86.4830
1 Jun 2026	₹86.0950
29 May 2026	₹86.9750
27 May 2026	₹88.0260
26 May 2026	₹87.7810
25 May 2026	₹87.9580
22 May 2026	₹87.0650
21 May 2026	₹87.0310
20 May 2026	₹86.8790

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 - Regular Plan - Growth Option is ₹86.1840. It's a Large & Mid Cap Fund from Edelweiss, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Edelweiss Large & Mid Cap Fund - Regular 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 - Regular 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 - Regular Plan - Growth Option has delivered a absolute return of 2.00% — +1.49 pp ahead of the Large & Mid Cap Fund category average of 0.50%. The fund ranks #12 of 23 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option has delivered a CAGR of 15.47% — +0.66 pp ahead of the Large & Mid Cap Fund category average of 14.82%. The fund ranks #5 of 17 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option has delivered a CAGR of 13.46% — +0.82 pp ahead of the Large & Mid Cap Fund category average of 12.64%. The fund ranks #5 of 17 in its category — the second (Q2) quartile.

₹1 lakh invested in Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option exactly 5 years ago would be worth approximately ₹188,047 today — a multiplier of 1.88×, based on the 5-year CAGR of 13.46%. The category average over the same window would have grown ₹1 lakh to ₹181,310.

A ₹10,000 monthly SIP in Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹806,694 today. That's an XIRR (money-weighted annualised return) of 11.78%.

Edelweiss Large & Mid Cap Fund - Regular 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 ₹1,440,333 — XIRR 15.12%.

On a 5-year basis, Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option ranks #5 out of 17 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 12.64%; this fund delivered 13.46%.

The worst peak-to-trough decline Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option has experienced over the last 5-year window is 18.76% — its NAV fell from a high on 23 Sep 2024 to a low on 07 Apr 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 - Regular Plan - Growth Option averaged 17.41% (best 25.09%, worst 10.83%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.51 — reasonable risk-adjusted performance.

In calendar year 2025, Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option returned 3.84% — beating the Large & Mid Cap Fund category average of 3.12% by 0.72 pp. It ranked #11 of 22 in its category that year.

Edelweiss Large & Mid Cap Fund - Regular 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 - Regular 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: 18.8%. 5-year CAGR: 13.46%.

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