59
Large & Mid CapHold
Edelweiss Large & Midcap
Edelweiss · Direct–Growth · rank #10 of 36 by Smart Score
Data updated
Trailing returns
1 Year
3.3%
+3.1% vs index
3 Years
14.2%
5 Years
13.2%
Since launch
16.8%
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
-2.3%-0.4% vs index
Why this score
Edelweiss Large & Midcap scores 59/100 — #10 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 sortino ratio (better than only 30% 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 return14.17% · 63rd percentile in category
Sharpe ratio0.71 · 71st percentile in category
5Y return13.20% · 60th percentile in category
Sortino ratio0.45 · 30th percentile in category
Volatility15.50 · 38th percentile in category
Top holdings
1.HDFC Bank Ltd4.46%
2.Ather Energy Ltd.2.8%
3.Bharat Heavy Electricals Ltd2.55%
4.Multi Commodity Exchange Of India Ltd2.32%
5.The Federal Bank Ltd2.17%
91 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.