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: 13.14%.

Edelweiss

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

Latest NAV

₹89.9810

As of

17 Jul 2026

2,377 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	+0.28%	+0.11%	+0.17	8 / 24	Q2
1W	-0.17%	-0.30%	+0.13	8 / 24	Q2
2W	+0.48%	+0.23%	+0.25	7 / 24	Q2
1M	+1.42%	+1.45%	-0.03	14 / 24	Q3
3M	+2.28%	+3.53%	-1.25	21 / 24	Q4
6M	+1.28%	+2.13%	-0.85	17 / 24	Q3
YTD	-0.56%	+0.23%	-0.79	19 / 24	Q4
1Y	+2.79%	+2.15%	+0.63	14 / 24	Q3
2Y	+2.63%	+1.63%	+1.00	7 / 21	Q2
3Y	+14.68%	+14.19%	+0.49	6 / 17	Q2
4Y	+16.17%	+15.76%	+0.41	6 / 17	Q2
5Y	+13.14%	+12.37%	+0.77	4 / 17	Q1
7Y	+16.62%	+15.22%	+1.39	5 / 13	Q2
10Y	—	—	—	—	—
Inception	+15.52%	+10.67%	+4.86	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	-0.56%	+0.23%	-0.79	19 / 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

+16.86%

106 windows

min -17.5% · max 67.5%

85% positive

3-Year rolling

+16.90%

81 windows

min -0.8% · max 29.2%

99% positive

5-Year rolling

+17.44%

57 windows

min 10.9% · max 27.3%

100% positive

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

7-Year rolling

+16.36%

33 windows

min 14.3% · max 18.5%

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

14.06%

3-year · annualised

Sharpe ratio

0.58

vs risk-free 6.5%

Sortino ratio

0.97

Downside-only deviation

Max drawdown

-18.76%

Sep 2024 → Apr 2025

% positive months

63.9%

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	₹35.7213	17 Jul 2026
Mirae Asset Large & Midcap Fund - Regular Plan - Growth	Mirae Asset	₹157.4500	17 Jul 2026
DSP BlackRock Opportunities Fund-Regular Plan - Dividend	DSP BlackRock	₹36.7320	17 Jul 2026
HSBC Large & Mid Cap Fund - Regular Growth	HSBC	₹29.3277	17 Jul 2026
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option	Baroda BNP Paribas	₹27.4066	17 Jul 2026
PGIM India Large and Midcap Fund - Regular Plan - Growth Option	PGIM India	₹12.5600	17 Jul 2026
Axis Large & Mid Cap Fund - Regular Plan - Growth	Axis	₹34.4400	17 Jul 2026
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth	Bajaj Finserv	₹12.3410	17 Jul 2026
Bharti AXA Equity Fund Eco Plan-Regular Dividend	Bharti AXA	₹28.7400	17 Jul 2026
Helios Large & Mid Cap Fund - Regular Plan - Growth Option	Helios	₹11.3500	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹89.9810
16 Jul 2026	₹89.7300
15 Jul 2026	₹90.1640
14 Jul 2026	₹89.5680
13 Jul 2026	₹90.3350
10 Jul 2026	₹90.1350
9 Jul 2026	₹88.8970
8 Jul 2026	₹88.1960
7 Jul 2026	₹89.6060
6 Jul 2026	₹90.0140

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 17 Jul 2026, the NAV of Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option is ₹89.9810. 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 7 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 2.79% — +0.63 pp ahead of the Large & Mid Cap Fund category average of 2.15%. The fund ranks #14 of 24 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 14.68% — +0.49 pp ahead of the Large & Mid Cap Fund category average of 14.19%. The fund ranks #6 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 13.14% — +0.77 pp ahead of the Large & Mid Cap Fund category average of 12.37%. The fund ranks #4 of 17 in its category — the top (Q1) quartile.

₹1 lakh invested in Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option exactly 5 years ago would be worth approximately ₹185,386 today — a multiplier of 1.85×, based on the 5-year CAGR of 13.14%. The category average over the same window would have grown ₹1 lakh to ₹179,127.

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 ₹825,040 today. That's an XIRR (money-weighted annualised return) of 12.69%.

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 ₹1,472,442 — XIRR 15.75%.

On a 5-year basis, Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option ranks #4 out of 17 funds in the Large & Mid Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 12.37%; this fund delivered 13.14%.

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 17.44% (best 27.27%, worst 10.88%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.46 — weak 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: 13.14%.

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