Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Edelweiss NIFTY Large Mid Cap 250 Index Fund - Regular Plan
|
Very High
|
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0.73 |
|||
Very High
|
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1.62 |
||||
Very High
|
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1.58 |
||||
Very High
|
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1.68 |
||||
Very High
|
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1.72 |
₹188 Cr
--
100
--
100
6
Investment Strategy
The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Large Midcap 250 Index subject to tracking errors.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
Edelweiss NIFTY Large Mid Cap 250 Index Fund - Regular Plan is mandated to invest at least 35 per cent of its assets each in large-cap and mid-cap stocks. Being passively managed, it replicates the portfolio of its chosen benchmark index.
Mutual funds can be bought directly from the website of the fund house. For instance, Edelweiss NIFTY Large Mid Cap 250 Index Fund - Regular Plan fund can be purchased from the website of Edelweiss Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Edelweiss NIFTY Large Mid Cap 250 Index Fund - Regular Plan is ₹16.0810 as of 15-Aug-2024.
The AUM of Edelweiss NIFTY Large Mid Cap 250 Index Fund - Regular Plan Fund is ₹188 Cr as of 31-Jul-2024
The riskometer level of Edelweiss NIFTY Large Mid Cap 250 Index Fund - Regular Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
4.39
|
|
3.67
|
|
3.08
|
|
2.43
|
|
1.65
|
As of 31-Jul-2024, Edelweiss NIFTY Large Mid Cap 250 Index Fund - Regular Plan had invested 100.04% in Equity, 0.36% in Debt and -0.4% in Cash & Cash Eq. See More
Edelweiss NIFTY Large Mid Cap 250 Index Fund - Regular Plan is 2 years 8 months old. It has delivered 19.25% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
38.61%
|
--
|
--
|
--
|
--
|
19.25%
|
No, There is no lock in period in Edelweiss NIFTY Large Mid Cap 250 Index Fund - Regular Plan.
The expense ratio of Edelweiss NIFTY Large Mid Cap 250 Index Fund - Regular Plan is 0.73.