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 are listed in the Similar Funds tab, selected based on same category and benchmark index.
How does Edelweiss Large & Mid Cap Direct Plan-Growth compare to the category average?
The comparison of Edelweiss Large & Mid Cap Direct Plan-Growth against the Equity: Large & MidCap category average — returns, alpha, beta and Sharpe — is shown in the Category vs Scheme Returns section at the top of the Similar Funds tab.
What is the rank of Edelweiss Large & Mid Cap Direct Plan-Growth in its category?
The rank of Edelweiss Large & Mid Cap Direct Plan-Growth within the Equity: Large & MidCap category is shown in the Trailing Returns section on the Performance tab and the Similar Funds tab.
What are the alternatives to Edelweiss Large & Mid Cap Direct Plan-Growth?
Top alternatives to Edelweiss Large & Mid Cap Direct Plan-Growth in the Equity: Large & MidCap category, sorted by AUM, are listed in the Similar Funds tab. Funds tracking the same benchmark — NIFTY Large Midcap 250 Total Return Index — are also listed separately.
How does Edelweiss Large & Mid Cap Direct Plan-Growth's expense ratio compare to similar funds?
The expense ratio of Edelweiss Large & Mid Cap Direct Plan-Growth is 0.66%. Over a 20-year investment, a 0.5% difference in expense ratio on a ₹10 lakh corpus can amount to lakhs in additional wealth creation.
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 ₹ 4.56 k Cr. AUM reflects investor confidence. For small cap funds, very large AUM can limit portfolio flexibility.
Which fund has the best 3-year returns in the Equity: Large & MidCap category?
The top-performing funds by 3-year returns in the Equity: Large & MidCap category can be found by sorting the Similar Funds comparison table by the 3Y column.
Is Edelweiss Large & Mid Cap Direct Plan-Growth better than index funds in the same category?
Whether Edelweiss Large & Mid Cap Direct Plan-Growth beats index funds in the Equity: Large & MidCap category can be assessed by comparing its trailing returns against the benchmark returns in the Performance tab. Edelweiss Large & Mid Cap Direct Plan-Growth has an alpha of 3.42%, indicating active outperformance over the benchmark. Historically, active funds in India have shown mixed results vs index funds — large cap active funds tend to underperform index funds over 10 years, while mid/small cap active managers have often added alpha.
How does Edelweiss Large & Mid Cap Direct Plan-Growth rank in risk-adjusted returns vs peers?
Edelweiss Large & Mid Cap Direct Plan-Growth has a Sharpe ratio of 0.69 and alpha of 3.42%. A Sharpe of 0.69 means the fund generates moderate returns per unit of risk. Risk-adjusted comparison across category peers — Sharpe, alpha and beta — is shown in the Alpha, Beta & Sharpe section of the Performance tab.
Are there any funds tracking NIFTY Large Midcap 250 Total Return Index with lower costs?
Funds tracking the same benchmark as Edelweiss Large & Mid Cap Direct Plan-Growth — NIFTY Large Midcap 250 Total Return Index — are listed in the Similar Funds tab. Compare their expense ratios to find the most cost-efficient option for the same index exposure.
