60
Large & Mid CapHold
Edelweiss Large & Midcap
Edelweiss · Direct–Growth · rank #10 of 36 by Smart Score
Data updated
Trailing returns
1 Year
8.3%
+3.0% vs index
3 Years
15.3%
5 Years
13.9%
Since launch
17.1%
Year-by-year performance
2022
+4.0%—
2023
+32.0%—
2024
+18.3%-0.2% vs index
2025
+7.9%-0.5% vs index
2026
-0.8%-0.4% vs index
Why this score
Edelweiss Large & Midcap scores 60/100 — #10 of 36 Large & Mid Cap fund (Hold). It stands out for expense ratio and sharpe ratio — beating 94% of peers on expense ratio. The main drag is its sortino ratio (better than only 32% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Expense ratio0.66% · 94th percentile in category
Sharpe ratio0.76 · 71st percentile in category
5Y return13.87% · 62nd percentile in category
3Y return15.34% · 60th percentile in category
Sortino ratio0.58 · 32nd percentile in category
Volatility15.65 · 38th percentile in category
Top holdings
1.HDFC Bank Ltd4.85%
2.Bharat Heavy Electricals Ltd2.42%
3.The Federal Bank Ltd2.25%
4.Ather Energy Ltd.2.12%
5.State Bank of India2.1%
88 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.