Edelweiss Large and Mid Cap Fund Direct Growth

Scheme code: INF843K01AL0 NAV value: ₹ 91.9230 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year2.8953.4230.8930.46
3 year13.1535.0721.9221.66
5 year11.7930.9918.6216.04
7 year14.6120.3817.9915.02

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5317.4330.89
3 year 6.2833.3215.5721.92
5 year 0.7426.0212.9118.62
7 year 3.3315.6211.6417.99
10 year 3.4917.2210.65
12 year 3.0716.1710.8
15 year 6.9515.6610.87
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0220.930.89
3 year 6.5632.1215.6621.92
5 year 126.212.7518.62
7 year 3.815.4211.8417.99
10 year 3.81811.09
12 year 3.6316.8611.19
15 year 7.0116.3611.19
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3722.6730.89
3 year 7.6833.371721.92
5 year 0.7127.6313.1518.62
7 year 3.7616.0112.0417.99
10 year 3.5616.9410.94
12 year 3.3116.5410.99
15 year 6.5616.4210.95

Rolling return for 1 year

- Average return: 30.89% - Median return: 34.78% - Average standard deviation: 5.4

Rolling return for 3 year

- Average return: 21.92% - Median return: 21.42% - Average standard deviation: 1.92

Rolling return for 5 year

- Average return: 18.62% - Median return: 18.42% - Average standard deviation: 1.04

Rolling return for 7 year

- Average return: 17.99% - Median return: 18.09% - Average standard deviation: 0.64

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00013,28,7521,28,75210.73
3 year36,00,00048,92,01712,92,01710.76
5 year60,00,0001,00,73,50540,73,50510.92
7 year84,00,0001,77,19,94193,19,94111.25

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 5.8310.73
3 year 7.3510.76
5 year 7.2810.92
7 year 6.3611.25
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 6.7910.73
3 year 7.5110.76
5 year 7.2510.92
7 year 6.3811.25
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 7.2610.73
3 year 8.2510.76
5 year 7.6410.92
7 year 6.5811.25

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,28,752 - Absolute Returns: ₹1,28,752 - CAGR: 10.73%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,92,017 - Absolute Returns: ₹12,92,017 - CAGR: 10.76%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,00,73,505 - Absolute Returns: ₹40,73,505 - CAGR: 10.92%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,77,19,941 - Absolute Returns: ₹93,19,941 - CAGR: 11.25%