Edelweiss Large & Mid Fund - Direct Plan - Growth Option

Scheme Type
Open-ended
Scheme Category
Large Cap
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 320.53
Expense Ratio
0.91%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 14161
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
31.559
(0.38 %)
NAV as on 2018-12-17
Returns
Fund
Edelweiss Large & Mid Fund - Direct Plan - Growth Option
1 Year
-0.36%
3 Year
11.99%
5 Year
16.5%
AMC Details
amc launch date
Launch Date
30 Apr 2008
amc sponsor
Sponsor
NA
amc email
Email
investor.amc@edelcap.com
amc phone
Phone
022 - 40979900
amc address
Address
5th Floor, One Indiabulls Centre,Tower 1, 841,Senapati Bapat Marg, Mumbai - 400 013
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 12 months
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly Large Cap and Mid Cap equity and equity-related securities. However, there is no assurance that the investment objective of the scheme will be realised.
Suitability
The product is suitable for
• Long-term capital growth.
• Investments predominantly in equity and equity related securities.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,994
Portfolio Value
-6
Total Returns