Edelweiss Nifty Large Mid Cap 250 Index Fund Regular Plan Idcw

14.23
NAV (Apr 19,2024)

The Edelweiss NIFTY Large Mid Cap 250 Index Fund - Regular Plan - IDCW aims to provide investors with exposure to a diversified portfolio of large and mid-sized companies listed on the NIFTY 250 Index. With an expense ratio of 0.9%, this fund offers a cost-effective investment option. The fund has an established date of December 1, 2021, and requires a minimum investment of INR 100. The fund also offers an IDCW (Income Distribution Cum Capital Withdrawal) option for investors seeking regular income. So, invest now and benefit from the growth potential of large and mid-cap companies.

Edelweiss Nifty Large Mid Cap 250 Index Fund Regular Plan Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Edelweiss Nifty Large Mid Cap 250 Index Fund Regular Plan Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    41.83
  • P/B Ratio
    UM_URBAN_MONEY

    7.71
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    1.00
  • Sharpe
    UM_URBAN_MONEY

    0.19
  • Sortino
    UM_URBAN_MONEY

    0.31

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.90%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

82.53 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 22, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,322.47 (3.22%)11,798.66 (17.99%)14,184.2 (41.84%)-- (--)-- (--)
30,967.41 (3.22%)35,395.98 (17.99%)42,552.6 (41.84%)-- (--)-- (--)
51,612.35 (3.22%)58,993.3 (17.99%)70,921 (41.84%)-- (--)-- (--)
82,579.76 (3.22%)94,389.28 (17.99%)1,13,473.6 (41.84%)-- (--)-- (--)
1,03,224.7 (3.22%)1,17,986.6 (17.99%)1,41,842 (41.84%)-- (--)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Ltd5.62%
  • Reliance Industries Ltd3.83%
  • ICICI Bank Ltd3.06%
  • Infosys Ltd2.41%
  • Larsen & Toubro Ltd1.82%
  • ITC Ltd1.79%
  • Tata Consultancy Services Ltd1.68%
  • Axis Bank Ltd1.34%
  • Kotak Mahindra Bank Ltd1.23%
  • Bharti Airtel Ltd1.14%
  • State Bank of India1.08%
  • Power Finance Corporation Ltd1.07%
  • Hindustan Unilever Ltd1.04%
  • REC Ltd0.98%
  • Max Healthcare Institute Ltd0.97%
  • Adani Power Ltd0.97%
  • Bajaj Finance Ltd0.89%
  • The Indian Hotels Company Ltd0.74%
  • Coforge Ltd0.73%
  • Persistent Systems Ltd0.73%
  • AU Small Finance Bank Ltd0.73%
  • Yes Bank Ltd0.72%
  • Tube Investments Of India Ltd0.71%
  • Tata Motors Ltd0.71%
  • HCL Technologies Ltd0.68%
  • Mahindra & Mahindra Ltd0.68%
  • Titan Company Ltd0.67%
  • Asian Paints Ltd0.67%
  • The Federal Bank Ltd0.67%
  • IDFC First Bank Ltd0.65%
  • NTPC Ltd0.65%
  • HDFC Asset Management Company Ltd0.62%
  • Lupin Ltd0.61%
  • Bharat Forge Ltd0.61%
  • Maruti Suzuki India Ltd0.60%
  • Sun Pharmaceutical Industries Ltd0.60%
  • Tata Elxsi Ltd0.59%
  • Aurobindo Pharma Ltd0.58%
  • Supreme Industries Ltd0.56%
  • CG Power and Industrial Solutions Ltd0.56%
  • Ultratech Cement Ltd0.53%
  • APL Apollo Tubes Ltd0.52%
  • Cummins India Ltd0.51%
  • Sona BLW Precision Forgings Ltd0.51%
  • MRF Ltd0.50%
  • Alkem Laboratories Ltd0.50%
  • Ashok Leyland Ltd0.50%
  • Tata Steel Ltd0.50%
  • Polycab India Ltd0.49%
  • Hindustan Petroleum Corporation Ltd0.49%
  • Zee Entertainment Enterprises Ltd0.49%
  • Bharat Heavy Electricals Ltd0.48%
  • Macrotech Developers Ltd0.47%
  • Power Grid Corporation of India Ltd0.47%
  • Clearing Corporation of India Ltd0.47%
  • KPIT Technologies Ltd0.47%
  • Dixon Technologies India Ltd0.47%
  • IndusInd Bank Ltd0.46%
  • NMDC Ltd0.46%
  • FSN E Commerce Ventures Ltd0.46%
  • Sundaram Finance Ltd0.46%
  • Page Industries Ltd0.45%
  • Container Corporation Of India Ltd0.45%
  • Max Financial Services Ltd0.45%
  • Godrej Properties Ltd0.44%
  • Mphasis Ltd0.44%
  • Astral Ltd0.43%
  • Voltas Ltd0.43%
  • Fortis Healthcare Ltd0.42%
  • Nestle India Ltd0.42%
  • Jubilant Foodworks Ltd0.41%
  • PB Fintech Ltd0.41%
  • Bajaj Finserv Ltd0.40%
  • The Phoenix Mills Ltd0.40%
  • Tata Communications Ltd0.40%
  • Hindalco Industries Ltd0.39%
  • Balkrishna Industries Ltd0.39%
  • Union Bank of India0.39%
  • GMR Airports Infrastructure Ltd0.38%
  • Crompton Greaves Cons Electrical Ltd0.38%
  • Jindal Stainless Ltd0.38%
  • Coal India Ltd0.38%
  • JSW Steel Ltd0.37%
  • Bandhan Bank Ltd0.35%
  • Oil & Natural Gas Corporation Ltd0.35%
  • Indian Railway Finance Corporation Ltd0.35%
  • Tech Mahindra Ltd0.35%
  • Grasim Industries Ltd0.34%
  • Dalmia Bharat Ltd0.34%
  • Steel Authority of India Ltd0.34%
  • ACC Ltd0.34%
  • Bajaj Auto Ltd0.34%
  • NHPC Ltd0.34%
  • JSW Energy Ltd0.34%
  • Adani Ports & Special Economic Zone Ltd0.33%
  • Tata Chemicals Ltd0.33%
  • Adani Enterprises Ltd0.33%
  • Laurus Labs Ltd0.32%
  • Deepak Nitrite Ltd0.32%
  • Oberoi Realty Ltd0.32%
  • Petronet LNG Ltd0.32%
  • Prestige Estates Projects Ltd0.32%
  • One Communications Ltd0.32%
  • Solar Industries India Ltd0.32%
  • Mahindra & Mahindra Financial Services Ltd0.31%
  • LIC Housing Finance Ltd0.31%
  • Dr Reddy s Laboratories Ltd0.31%
  • JK Cement Ltd0.30%
  • Torrent Power Ltd0.30%
  • HDFC Life Insurance Company Ltd0.30%
  • Trent Ltd0.29%
  • Wipro Ltd0.29%
  • Bharat Electronics Ltd0.29%
  • Zomato Ltd0.29%
  • Apollo Tyres Ltd0.29%
  • Tata Consumer Products Ltd0.29%
  • IPCA Laboratories Ltd0.29%
  • Cipla Ltd0.29%
  • Patanjali Foods Ltd0.28%
  • Indian Bank0.28%
  • Coromandel International Ltd0.28%
  • SBI Life Insurance Company Ltd0.28%
  • Indraprastha Gas Ltd0.28%
  • Gujarat Fluorochemicals Ltd0.28%
  • AIA Engineering Ltd0.28%
  • L&T Technology Services Ltd0.28%
  • Britannia Industries Ltd0.28%
  • Delhivery Ltd0.27%
  • Avenue Supermarts Ltd0.27%
  • Bank of India0.27%
  • VARUN BEVERAGES LIMITED0.26%
  • L&T Finance Holdings Ltd0.26%
  • Sundram Fasteners Ltd0.26%
  • Navin Fluorine International Ltd0.26%
  • Oil India Ltd0.26%
  • Gland Pharma Ltd0.26%
  • Adani Green Energy Ltd0.25%
  • United Breweries Ltd0.25%
  • LTIMindtree Ltd0.25%
  • Apollo Hospitals Enterprise Ltd0.25%
  • Shriram Finance Ltd0.25%
  • The Ramco Cements Ltd0.25%
  • Schaeffler India Ltd0.25%
  • Aarti Industries Ltd0.25%
  • Eicher Motors Ltd0.25%
  • Indus Towers Ltd0.25%
  • Tata Power Company Ltd0.25%
  • Syngene International Ltd0.24%
  • Vodafone Idea Ltd0.24%
  • Poonawalla Fincorp Ltd0.24%
  • Carborundum Universal Ltd0.24%
  • Hero MotoCorp Ltd0.24%
  • UNO Minda Ltd0.23%
  • Abbott India Ltd0.23%
  • Linde India Ltd0.23%
  • Hindustan Aeronautics Ltd0.23%
  • Thermax Ltd0.23%
  • Aditya Birla Capital Ltd0.22%
  • Atul Ltd0.22%
  • Cholamandalam Investment & Finance Company Ltd0.22%
  • Divi s Laboratories Ltd0.22%
  • Piramal Enterprises Ltd0.21%
  • Biocon Ltd0.21%
  • Emami Ltd0.21%
  • Indian Oil Corporation Ltd0.21%
  • Grindwell Norton Ltd0.21%
  • Kajaria Ceramics Ltd0.21%
  • TVS Motor Company Ltd0.21%
  • SKF India Ltd0.21%
  • DLF Ltd0.20%
  • Bata India Ltd0.20%
  • M India Ltd0.20%
  • CRISIL Ltd0.20%
  • Motherson Sumi Wiring India Ltd0.20%
  • Rail Vikas Nigam Ltd0.20%
  • Timken India Ltd0.19%
  • GAIL India Ltd0.19%
  • Escorts Kubota Ltd0.19%
  • Oracle Financial Services Software Ltd0.19%
  • Bank of Baroda0.19%
  • Bharat Petroleum Corporation Ltd0.19%
  • Godrej Consumer Products Ltd0.19%
  • InterGlobe Aviation Ltd0.19%
  • Dr Lal Path Labs Ltd0.18%
  • Pidilite Industries Ltd0.18%
  • Info Edge India Ltd0.17%
  • Ajanta Pharma Ltd0.17%
  • Ambuja Cements Ltd0.17%
  • Shree Cement Ltd0.17%
  • ICICI Lombard General Insurance Co Ltd0.16%
  • SRF Ltd0.16%
  • Siemens Ltd0.16%
  • Honeywell Automation India Ltd0.16%
  • Hindustan Zinc Ltd0.15%
  • Mankind Pharma Ltd0.15%
  • Gujarat Gas Ltd0.15%
  • Vedanta Ltd0.15%
  • Bharat Dynamics Ltd0.15%
  • Havells India Ltd0.15%
  • GlaxoSmithKline Pharmaceuticals Ltd0.15%
  • Vedant Fashions Ltd0.15%
  • Colgate Palmolive India Ltd0.15%
  • Bajaj Holdings & Investment Ltd0.15%
  • ZF Commercial Vehicle Ctrl Sys Ind Ltd0.15%
  • General Insurance Corporation of India0.15%
  • Devyani International Ltd0.14%
  • Dabur India Ltd0.14%
  • Aditya Birla Fashion and Retail Ltd0.14%
  • United Spirits Ltd0.14%
  • K P R Mill Ltd0.14%
  • Adani Energy Solutions Ltd0.14%
  • Star Health & Allied Insurance Co Ltd0.14%
  • Bayer Cropscience Ltd0.13%
  • Mazagon Dock Shipbuilders Ltd0.13%
  • Endurance Technologies Ltd0.13%
  • UPL Ltd0.13%
  • Kansai Nerolac Paints Ltd0.13%
  • Canara Bank0.13%
  • Relaxo Footwears Ltd0.13%
  • Punjab National Bank0.12%
  • Marico Ltd0.12%
  • Pfizer Ltd0.12%
  • P I INDUSTRIES LIMITED0.12%
  • Jindal Steel & Power Ltd0.12%
  • Adani Total Gas Ltd0.12%
  • Indian Railway Catering &Tou Corp Ltd0.12%
  • Sun TV Network Ltd0.11%
  • ICICI Securities Ltd0.11%
  • ABB India Ltd0.11%
  • Samvardhana Motherson International Ltd0.11%
  • Fertilizers & Chemicals Travancore Ltd0.10%
  • The New India Assurance Company Ltd0.10%
  • SBI Cards & Payment Services Ltd0.10%
  • Sumitomo Chemical India Ltd0.10%
  • Rajesh Exports Ltd0.09%
  • Torrent Pharmaceuticals Ltd0.09%
  • Life Insurance Corporation of India0.09%
  • Godrej Industries Ltd0.09%
  • ICICI Prudential Life Insurance Co Ltd0.09%
  • Vinati Organics Ltd0.09%
  • Bank of Maharashtra0.09%
  • Trident Ltd0.09%
  • Blue Dart Express Ltd0.08%
  • Bosch Ltd0.08%
  • Whirlpool of India Ltd0.08%
  • Zydus Lifesciences Ltd0.08%
  • Metro Brands Ltd0.07%
  • Berger Paints I Ltd0.07%
  • Procter & Gamble Hygiene&HealthCare Ltd0.07%
  • Muthoot Finance Ltd0.07%
  • Adani Wilmar Ltd0.02%
  • Net Receivables Payables0.00%
  • Accrued Interest0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

HSBC Nifty Next 50 Index Fund - Regular Plan - GrowthHSBC Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

22.33%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

21.98%

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

17.13%

Navi Nifty 50 Index Fund - Regular Plan - GrowthNavi Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

12.13%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

12.08%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

12.00%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

11.96%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

11.52%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

10.10%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

1.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

44.50%

Kotak Nifty Next 50 Index Fund - Regular Plan - GrowthKotak Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

43.40%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

41.85%

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

35.46%

Navi Nifty 50 Index Fund - Regular Plan - GrowthNavi Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

24.96%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

24.62%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

23.74%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

23.52%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

18.23%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

12.85%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

21.91%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

19.51%

HSBC Nifty Next 50 Index Fund - Regular Plan - GrowthHSBC Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

19.02%

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

18.71%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.62%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

15.34%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

15.09%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

14.89%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

14.35%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

9.88%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

18.23%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

15.72%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

15.65%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.57%

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

15.49%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.41%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.31%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

14.03%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

13.76%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

11.74%

Fund Managers

BJ

Mr. Bhavesh JainAssistant Fund Manager -Equity

Mr. Bhavesh Jain has a total work experience of over five years in the equity market segment. Prior to being appointed as an Assistant Fund Manager - Equity, he was designated as a Dealer of all the Equity Schemes of the Fund for over two years. He was also associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.

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