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 ICICI Prudential Large & Mid Cap Fund Direct Plan-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 10 out of 25 funds in the Equity: Large & MidCap category as of 12 Oct 2026. On a 5-year return basis it ranks 10 out of 24. 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 0.67%. 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 0.86%. 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 ₹4,615.09 crore. The peers Mirae Asset Large & Midcap Fund Direct-Growth has an AUM of ₹42,834.1 crore and SBI Large & Midcap Fund Direct Plan-Growth has ₹40,498.5 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 20.85% as of 12 Oct 2026. Edelweiss Large & Mid Cap Direct Plan-Growth has delivered 12.97% CAGR over the same period, ranking 10 out of 25 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 0.49 compared to the Equity: Large & MidCap average of 0.47 as of 12 Oct 2026. It ranks 10 out of 27 funds in its category on Sharpe ratio.
