Edelweiss Large Cap Fund
Direct · Growth ₹93.32
19 Oct 2026
NAV
14.9%
3Y CAGR
14.8%
5Y CAGR
14.8%
10Y CAGR
14.8%
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.
7.31
Sharpe
-35.1%
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.
0.59%
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 | ₹12.80 L | 16.6% | -53.2% | 86.9% |
| 3 Years | ₹36.00 L | ₹44.27 L | 14.5% | -17.3% | 32.6% |
| 5 Years | ₹60.00 L | ₹87.35 L | 14.9% | -5.5% | 26.3% |
| 7 Years | ₹84.00 L | ₹1.44 Cr | 15.1% | 0.4% | 22.1% |
| 10 Years | ₹1.20 Cr | ₹2.68 Cr | 15.4% | 12.1% | 18.9% |
| 12 Years | ₹1.44 Cr | ₹3.74 Cr | 14.7% | 12.2% | 16.8% |
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 | 16.6% | 14.3% | 7.8% | +2.3% |
| 3 Years | 14.5% | 11.0% | 14.0% | +3.5% |
| 5 Years | 14.9% | 10.4% | 14.4% | +4.5% |
| 7 Years | 15.1% | 10.6% | 14.0% | +4.5% |
| 10 Years | 15.4% | 11.4% | 14.3% | +4.0% |
| 12 Years | 14.7% | 11.3% | 13.8% | +3.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.1% | 13.6% | -26.7% | 86.9% | 0.57 | 1.82 | 86% | — | — |
| 3 Years | 14.9% | 15.0% | -2.4% | 31.4% | 1.77 | 10.68 | 100% | — | — |
| 5 Years | 14.8% | 15.0% | 0.3% | 27.3% | 1.98 | 15.51 | 100% | — | — |
| 10 Years | 14.8% | 14.7% | 12.1% | 17.0% | 7.31 | — | 100% | — | — |
-35.1%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-4.6%
Avg Drawdown
Calmar Ratio by Duration
0.46
1Y
0.42
3Y
0.42
5Y
0.41
7Y
0.42
10Y
0.43
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +4.52 | 0.97 | 96.5% | 90.3% | -4.1% | -9.2% |
| 3 Years | +4.04 | 0.96 | 97.2% | 91.8% | 9.3% | 5.2% |
| 5 Years | +3.94 | 0.95 | 96.6% | 91.6% | 8.5% | 4.5% |
| 7 Years | +3.80 | 0.92 | 94.5% | 90.4% | 14.0% | 10.5% |
| 10 Years | +2.78 | 0.92 | 94.4% | 91.0% | 12.9% | 10.4% |
| 12 Years | +3.39 | 0.92 | 93.8% | 89.8% | 12.6% | 9.5% |
| 15 Years | +3.24 | 0.91 | 93.4% | 89.1% | 12.4% | 9.4% |