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MF_140175

Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option

Equity Scheme - Large & Mid Cap Fund

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End Amount
₹43,470.75
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
15.96%
MF_140175 Return
Benchmark CAGR
12.42%
Nifty 50
Inflation Adj. CAGR
10.65%
Real Annualized Return
Alpha
0.04
Excess Return vs Benchmark
Beta
0.95
Volatility vs Benchmark
Sharpe Ratio
0.63
Risk-Adjusted Return
Sortino Ratio
0.92
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 57% 23% 19%
60 days 61% 15% 13%
90 days 66% 12% 11%
180 days 68% 9% 6%
1Yr 72% 7% 4%
3Yr 89% 5% 1%
5Yr 100% 4% 0%
7Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option Nifty 50
30 days -12.4% | -66.5% | 24.2% | 195.7% 26.6% | -62.0% | 15.8% | 181.5%
60 days -40.0% | -55.0% | 23.5% | 132.7% -23.0% | -48.9% | 17.7% | 124.8%
90 days -25.6% | -49.0% | 19.3% | 108.9% -25.0% | -42.3% | 16.9% | 111.6%
1 Year -3.2% | -9.8% | 12.7% | 66.1% -10.0% | -15.3% | 11.4% | 59.1%
3 Years 13.5% | 2.1% | 19.4% | 28.4% 7.7% | 1.3% | 14.6% | 25.8%
5 Years 11.3% | 12.4% | 18.6% | 27.2% 6.4% | 7.2% | 14.7% | 22.6%
7 Years 16.5% | 15.8% | 18.1% | 19.6% 11.2% | 11.4% | 14.2% | 16.2%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 16 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Dec. 9, 2016 Jan. 11, 2017 33 days 5% Nifty 50: 4% 10157 9634 10273
Jan. 23, 2018 July 31, 2018 189 days 9% Nifty 50: 9% 14394 13134 14408
Aug. 28, 2018 June 1, 2019 277 days 15% Nifty 50: 14% 14733 12453 14769
July 4, 2019 Oct. 26, 2019 114 days 10% Nifty 50: 10% 14772 13335 14909
Feb. 20, 2020 Nov. 5, 2020 259 days 35% Nifty 50: 37% 16008 10418 16023
Jan. 12, 2021 Feb. 2, 2021 21 days 6% Nifty 50: 6% 19125 17985 19249
March 3, 2021 May 18, 2021 76 days 6% Nifty 50: 6% 20778 19555 20939
Oct. 18, 2021 Jan. 13, 2022 87 days 8% Nifty 50: 10% 26166 23978 26285
Jan. 17, 2022 Sept. 8, 2022 234 days 18% Nifty 50: 16% 26354 21636 26373
Sept. 13, 2022 Nov. 30, 2022 78 days 6% Nifty 50: 7% 26815 25077 26897
Dec. 1, 2022 May 26, 2023 176 days 10% Nifty 50: 10% 27055 24394 27080
Sept. 11, 2023 Nov. 14, 2023 64 days 6% Nifty 50: 6% 31147 29300 31350
July 31, 2024 Aug. 21, 2024 21 days 5% Nifty 50: 4% 42780 40517 42822
Sept. 23, 2024 Nov. 19, 2025 422 days 18% Nifty 50: 15% 45288 37058 45288
Jan. 2, 2026 Aug. 1, 2026 211 days 13% Nifty 50: 15% 46145 40067 46754
Aug. 31, 2026 Oct. 30, 2026 60 days 11% Nifty 50: 8% 47281 42305 43471