Dec 04 2023, 09:50
The large & mid cap equity mutual fund gave 21% returns in 3 year:
EDELWEISS LARGE & MID CAP: It retains the large-cap tilt, with mid- cap exposure closely aligned with the minimum requirement of 35%. The fund portfolio has expanded to accommodate a higher mid-cap presence. The fund enjoyed a strong run between 2019 and 2021, but lagged behind the index last year
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Eater run as a large-cap-oriented fund, i was repositioned in the large and mid rcap category a few years ago
EDELWEISS LARGE & MID CAP
BASIC FACTS
DATE OF LAUNCH
14 JUNE 2007
CATEGORY
EQUITY
TYPE
LARGE & MIDCAP
AUM*
Rs.2,221 crore
BENCHMARK
NIFTY LARGE MIDCAP 250
TOTAL RETURN INDEX
Coal India, Fortis Healthcare, JSW Energy, LTIMindtree, NTPC, Sundaram Finance, Zomato (Sept). Mahindra & Mahindra Financial Services, Power Mech Projects, Titan
Company (Oct).
Complete exits
Axis Bank, Crompton Greaves Consumer Electricals, Tata Consultancy Services (Sept). Hindustan Unilever (Oct).
source: et
Dec 05 2023, 10:31