Edelweiss Large & Mid Cap Direct Plan-Growth
Equity: Large & MidCap - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Large & MidCapBenchmark: NIFTY Large Midcap 250 Total Return Index
NAV: ₹106.66+1.27%
27 Jul 2026
Similar Funds
Side-by-side comparison of Edelweiss Large & Mid Cap Direct Plan-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +5.43% | 3.98% | 13 / 36 |
| 3Y Return | +15.91% | 15.63% | 9 / 24 |
| 5Y Return | +14.68% | 14.87% | 12 / 23 |
| 10Y Return | +15.65% | 14.93% | 7 / 16 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Large & MidCap
Top funds by AUM in the Equity: Large & MidCap category — see how Edelweiss Large & Mid Cap Direct Plan-Growth compares on size and returns.
Funds Tracking NIFTY Large Midcap 250 Total Return Index
Top funds tracking the NIFTY Large Midcap 250 Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Edelweiss Large & Mid Cap Direct Plan-Growth?
Funds similar to Edelweiss Large & Mid Cap Direct Plan-Growth in the Equity: Large & MidCap category include Mirae Asset Large & Midcap Fund Direct-Growth, SBI Large & Midcap Fund Direct Plan-Growth, and Kotak Large & Midcap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Edelweiss Large & Mid Cap Direct Plan-Growth in its category?
On a 3-year return basis Edelweiss Large & Mid Cap Direct Plan-Growth is ranked 9 out of 24 funds in the Equity: Large & MidCap category as of 26 Jul 2026. On a 5-year return basis it ranks 12 out of 23. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Edelweiss Large & Mid Cap Direct Plan-Growth's expense ratio compare to similar funds?
Edelweiss Large & Mid Cap Direct Plan-Growth has an expense ratio of 0.66%. The peers Mirae Asset Large & Midcap Fund Direct-Growth has an expense ratio of 0.85% and SBI Large & Midcap Fund Direct Plan-Growth has 0.84%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Edelweiss Large & Mid Cap Direct Plan-Growth's AUM compare to similar funds?
Edelweiss Large & Mid Cap Direct Plan-Growth has an AUM of ₹4,683.36 crore. The peers Mirae Asset Large & Midcap Fund Direct-Growth has an AUM of ₹44,048 crore and SBI Large & Midcap Fund Direct Plan-Growth has ₹40,849.9 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Large & MidCap?
The top performing fund in the Equity: Large & MidCap category on a 3-year basis is Invesco India Large & Mid Cap Fund Direct-Growth with a CAGR of 24.56% as of 26 Jul 2026. Edelweiss Large & Mid Cap Direct Plan-Growth has delivered 15.91% CAGR over the same period, ranking 9 out of 24 funds. You can view and compare the full category ranking on sharpely.
How does Edelweiss Large & Mid Cap Direct Plan-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Edelweiss Large & Mid Cap Direct Plan-Growth has a Sharpe ratio of 0.69 compared to the Equity: Large & MidCap average of 0.67 as of 26 Jul 2026. It ranks 11 out of 27 funds in its category on Sharpe ratio.