MonitorDirect · GrowthWatch before adding
Edelweiss Large & Mid Cap Fund
Edelweiss Mutual FundEquity Scheme - Large & Mid Cap Fund9.9 years
The fund aims to generate income and long term capital growth from a diversified portfolio of Large Cap and Mid Cap equity and equity related securities.
- NAV
- 101.981
- 29 Oct 2026
- 1Y
- -3.0%
- Trailing CAGR
- AUM
- ₹4,615.09 Cr
- 30 Sept 2026
- Volatility
- Medium
- 15.7% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 88% of rolling 3-year windows.
Fits if · Three-year return is above the category median.
Prefer peers if · Prefer Baroda BNP Paribas Large and Mid Cap fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
9.9 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.69% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -34.9%. Ask whether you can hold through a similar fall.
Vs category
Pass
88% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Watch
Ashish Sood · 0.2 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 24.2% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 35%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-3.0%
- 3Y+13.6%
- 5Y+11.8%
- 10Yn/a
- SI+16.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-3.9%
- 3Y+4.3%
- 5Y+11.1%
- 10Yn/a
- Since inception
- +16.0%
- Calendar-day CAGR
- Excess 1Y
- +0.8%
- Category median, same plan and option
- 3Y win rate
- +88%
- Windows beating the median
- 3Y percentile
- 65
- Vs comparable share classes
- SIP 3Y XIRR
- +4.3%
- Simulated monthly SIP
- Worst rolling 3Y
- -2.3%
- 1709 daily-ending windows
- Median rolling 3Y
- +19.3%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1215 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -34.9%
- Worst peak-to-trough
- Current
- -7.8%
- Below last peak
- Current spell
- 59 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 13 days
- 145 recovered episodes
- Longest recovery
- 264 days
- Trough to prior peak
20 Feb 2020 – 5 Nov 2020
Trough 23 Mar 2020 · recovered in 227 days
-34.9%
23 Sept 2024 – 19 Nov 2025
Trough 28 Feb 2025 · recovered in 264 days
-18.2%
17 Jan 2022 – 8 Sept 2022
Trough 20 Jun 2022 · recovered in 80 days
-17.9%
28 Aug 2018 – 3 Jun 2019
Trough 26 Oct 2018 · recovered in 220 days
-15.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
65
Vs category
55
Consistency
77
Risk-adjusted
58
Drawdown
13
Mean
54
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 88% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Portfolio
30 Sept 2026 · 92 holdings · top 10 are 24.2%.
- Top 5
- 14.3%
- Top 10
- 24.2%
- Largest holding
- 4.8%
- Effective holdings
- 69.4
HDFC Bank Ltd
Financial
4.8%
Bharat Heavy Electricals Ltd
Industrials
2.6%
Ather Energy Ltd.
Consumer Discretionary
2.5%
Multi Commodity Exchange Of India Ltd
Financial
2.4%
Phoenix Mills Ltd
Real Estate
2.1%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Baroda BNP Paribas Large and Mid Cap fund
Baroda BNP Paribas Mutual Fund
- 1Y
- -3.8%
- 3Y
- +13.7%
- Vol
- 14.9%
- Max DD
- -20.6%
- Sharpe
- 0.86
- 3Y win
- +81%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Caveat: Higher TER
Motilal Oswal Large and Midcap Fund
Motilal Oswal Mutual Fund
- 1Y
- +1.7%
- 3Y
- +21.3%
- Vol
- 19.4%
- Max DD
- -37.4%
- Sharpe
- 0.80
- 3Y win
- +98%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER
PGIM India Large and Midcap Fund
PGIM India Mutual Fund
- 1Y
- -5.0%
- 3Y
- n/a
- Vol
- 14.0%
- Max DD
- -15.5%
- Sharpe
- 0.23
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Higher TER · Lower trailing returns
UTI Large & Mid Cap Fund
UTI Mutual Fund
- 1Y
- -4.7%
- 3Y
- +14.2%
- Vol
- 15.4%
- Max DD
- -41.5%
- Sharpe
- 0.56
- 3Y win
- +38%
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown · Higher TER
Navi Large & Midcap Fund
Navi Mutual Fund
- 1Y
- -3.3%
- 3Y
- +9.8%
- Vol
- 15.6%
- Max DD
- -38.4%
- Sharpe
- 0.56
- 3Y win
- +53%
- Lower volatility
- Lower TER
Caveat: Deeper drawdown · Lower trailing returns