59
Large & Mid CapHold
Edelweiss Large & Midcap
Edelweiss · Direct–Growth · rank #11 of 36 by Smart Score
Data updated
Trailing returns
1 Year
-0.1%
+3.2% vs index
3 Years
12.9%
5 Years
11.2%
Since launch
16.2%
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
-5.6%-0.5% vs index
Why this score
Edelweiss Large & Midcap scores 59/100 — #11 of 36 Large & Mid Cap fund (Hold). It stands out for expense ratio and 3y return — beating 93% of peers on expense ratio. The main drag is its volatility (better than only 26% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Expense ratio0.68% · 93rd percentile in category
3Y return12.94% · 63rd percentile in category
Volatility16.23 · 26th percentile in category
Sharpe ratio0.51 · 70th percentile in category
5Y return11.22% · 60th percentile in category
Sortino ratio0.36 · 35th percentile in category
Top holdings
1.HDFC Bank Ltd4.77%
2.Bharat Heavy Electricals Ltd2.56%
3.Ather Energy Ltd.2.49%
4.Multi Commodity Exchange Of India Ltd2.41%
5.Phoenix Mills Ltd2.11%
90 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.