Edelweiss Large and Mid Cap Fund Direct Growth

Scheme code: INF843K01AL0 NAV value: ₹ 95.1370 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	2.89	53.42	30.89	30.46
3 year	13.15	35.07	21.92	21.66
5 year	11.79	30.99	18.62	16.04
7 year	14.61	20.38	17.99	15.02

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	30.89
3 year	6.28	33.32	15.79	21.92
5 year	3.54	26.02	13.5	18.62
7 year	3.33	15.62	11.71	17.99
10 year	3.49	17.22	10.6
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	30.89
3 year	9.08	58.7	29.31	21.92
5 year	3.67	48	18.04	18.62
7 year	3.8	31.03	14.14	17.99
10 year	3.8	28.93	12.39
12 year	3.63	26.65	12.59
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	30.89
3 year	7.68	33.37	17.09	21.92
5 year	2.35	27.63	13.51	18.62
7 year	3.76	16.01	12.07	17.99
10 year	3.56	16.94	10.92
12 year	3.31	16.54	11.01
15 year	6.56	16.42	10.96

NIFTY LARGEMIDCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-36	24.56	-2.59	30.89
3 year	-7.78	14.62	4.22	21.92

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

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

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

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

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 year	12,00,000	13,28,752	1,28,752	10.73
3 year	36,00,000	48,92,017	12,92,017	10.76
5 year	60,00,000	1,00,73,505	40,73,505	10.92
7 year	84,00,000	1,77,19,941	93,19,941	11.25

Index

Metrics

NIFTY 50

NIFTY 100

NIFTY 200

NIFTY LARGEMIDCAP 250

Duration	Average return (%)	Fund's return (%)
1 year	3.25	10.73
3 year	1.11	10.76

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

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

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

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