Edelweiss Large Cap Fund
Direct · Growth ₹97.16
21 Jul 2026
NAV
15.0%
3Y CAGR
14.9%
5Y CAGR
14.9%
10Y CAGR
15.0%
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.
7.75
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.
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 | ₹12.82 L | 17.0% | -53.2% | 86.9% |
| 3 Years | ₹36.00 L | ₹44.37 L | 14.7% | -17.3% | 32.6% |
| 5 Years | ₹60.00 L | ₹87.57 L | 15.0% | -5.5% | 26.3% |
| 7 Years | ₹84.00 L | ₹1.45 Cr | 15.1% | 0.4% | 22.1% |
| 10 Years | ₹1.20 Cr | ₹2.69 Cr | 15.5% | 12.6% | 18.9% |
| 12 Years | ₹1.44 Cr | ₹3.77 Cr | 14.9% | 12.6% | 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 | 17.0% | 14.5% | 14.2% | +2.5% |
| 3 Years | 14.7% | 11.2% | 14.4% | +3.6% |
| 5 Years | 15.0% | 10.4% | 14.1% | +4.6% |
| 7 Years | 15.1% | 10.6% | 14.1% | +4.5% |
| 10 Years | 15.5% | 11.5% | 14.4% | +4.1% |
| 12 Years | 14.9% | 11.4% | 14.2% | +3.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.4% | 14.0% | -26.7% | 86.9% | 0.59 | 1.89 | 87% | — | — |
| 3 Years | 15.0% | 15.1% | -2.4% | 31.4% | 1.79 | 10.67 | 100% | — | — |
| 5 Years | 14.9% | 15.1% | 0.3% | 27.3% | 2.01 | 15.51 | 100% | — | — |
| 10 Years | 14.9% | 14.9% | 12.1% | 17.0% | 7.75 | — | 100% | — | — |
-35.1%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-4.6%
Avg Drawdown
Calmar Ratio by Duration
0.47
1Y
0.43
3Y
0.43
5Y
0.41
7Y
0.42
10Y
0.44
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +3.48 | 0.99 | 98.6% | 93.7% | 0.5% | -3.1% |
| 3 Years | +4.19 | 0.97 | 97.8% | 92.4% | 11.4% | 7.3% |
| 5 Years | +3.42 | 0.96 | 96.8% | 92.4% | 12.4% | 9.1% |
| 7 Years | +3.88 | 0.92 | 94.5% | 90.4% | 14.6% | 11.1% |
| 10 Years | +3.01 | 0.93 | 94.7% | 91.2% | 13.8% | 11.1% |
| 12 Years | +3.47 | 0.92 | 94.0% | 89.8% | 13.3% | 10.1% |
| 15 Years | +3.11 | 0.91 | 93.4% | 89.3% | 12.6% | 9.8% |