Edelweiss Large and Mid Cap Fund
Direct · Growth ₹106.09
19 Jun 2026
NAV
16.9%
3Y CAGR
16.8%
5Y CAGR
16.7%
10Y CAGR
16.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
8.93
Sharpe
-34.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.84 L | 19.6% | -50.8% | 96.2% |
| 3 Years | ₹36.00 L | ₹45.54 L | 16.8% | -16.9% | 38.3% |
| 5 Years | ₹60.00 L | ₹92.41 L | 17.0% | -5.2% | 30.3% |
| 7 Years | ₹84.00 L | ₹1.56 Cr | 17.2% | 1.2% | 25.3% |
| 10 Years | ₹1.20 Cr | ₹3.02 Cr | 17.6% | 14.1% | 21.2% |
| 12 Years | ₹1.44 Cr | ₹4.33 Cr | 17.2% | 14.8% | 19.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 19.6% | 14.5% | 14.3% | +5.1% |
| 3 Years | 16.8% | 11.2% | 19.4% | +5.7% |
| 5 Years | 17.0% | 10.5% | 18.5% | +6.5% |
| 7 Years | 17.2% | 10.6% | 17.0% | +6.6% |
| 10 Years | 17.6% | 11.5% | 16.6% | +6.1% |
| 12 Years | 17.2% | 11.4% | 16.8% | +5.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 18.9% | 14.6% | -25.8% | 93.8% | 0.63 | 2.51 | 88% | — | — |
| 3 Years | 16.9% | 17.6% | -2.3% | 33.4% | 1.76 | 12.59 | 100% | — | — |
| 5 Years | 16.8% | 16.8% | 0.6% | 30.4% | 1.96 | 22.88 | 100% | — | — |
| 10 Years | 16.7% | 16.6% | 13.4% | 19.1% | 8.93 | — | 100% | — | — |
-34.9%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-4.5%
Avg Drawdown
Calmar Ratio by Duration
0.54
1Y
0.49
3Y
0.48
5Y
0.46
7Y
0.48
10Y
0.50
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.63 | 1.04 | 105.9% | 94.6% | 6.1% | -3.1% |
| 3 Years | +8.46 | 1.03 | 105.7% | 94.9% | 17.1% | 8.6% |
| 5 Years | +6.83 | 0.98 | 99.3% | 90.9% | 15.6% | 8.8% |
| 7 Years | +7.51 | 0.90 | 94.3% | 86.4% | 17.9% | 10.8% |
| 10 Years | +5.33 | 0.91 | 93.9% | 87.7% | 16.2% | 11.3% |
| 12 Years | +5.62 | 0.91 | 94.4% | 88.0% | 15.4% | 10.1% |
| 15 Years | +4.83 | 0.91 | 94.7% | 88.5% | 14.2% | 9.7% |