NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹83.51
0.24%
NAV as on 16 Nov 24, 12:00 AM
very high risk
large & mid cap
equity
NAV as on 16 Nov 24, 12:00 AM
very high risk
large & mid cap
equity
32.33%p.a.
Last 1Y
15.21%p.a.
Last 3Y
20.88%p.a.
Last 5Y
13.15%p.a.
Since Inception
About Edelweiss Large & Mid Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Edelweiss Large & Mid Fund Growth scheme from Edelweiss Asset Management Limited. It is a Large & Mid-Cap mutual fund scheme that predominantly invests in Large & Mid-Cap stocks of companies. Launched on Jun 2007, Edelweiss Large & Mid Fund Growth is Large & Mid-Cap fund of its category with 3,645.23 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Large & Mid-Cap funds.
- Edelweiss Large & Mid Fund Growth delivered 32.3% annual returns during the last year. It has delivered 13.2% average annual returns since the fund was launched.
- Edelweiss Large & Mid Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the Scheme is to generate income through investment in Securities of various maturities issued and/or created by the Central Government and State Governments of India. However, there can be no assurance that the investment objectives of the Scheme will be realized.
Top 10 Holdings
HDFC Bank Ltd
4.43%
ICICI Bank Ltd
3.26%
Dixon Technologies (India) Ltd
2.40%
Persistent Systems Ltd
2.33%
Trent Ltd
2.14%
The Federal Bank Ltd
2.03%
State Bank of India
2.03%
Reliance Industries Ltd
1.84%
Larsen & Toubro Ltd
1.84%
Bharti Airtel Ltd
1.79%
Fund Managers
- Sumanta Khan (Apr 2024 - Present)
- Trideep Bhattacharya (Oct 2021 - Present)
- Raj Koradia (Aug 2024 - Present)
Key Information
View Scheme Document
Edelweiss Large & Mid Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Edelweiss Large & Mid Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Edelweiss Large & Mid Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Edelweiss Large & Mid Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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