NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Edelweiss Large & Mid Fund Growth for NRI [88.71]

Min Investment

100

Fund Size

3,745.21 Cr

Expense Ratio

1.9%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

88.71

-2.15%

NAV as on 18 Dec 24, 12:00 AM

very high risk

large & mid cap

equity

NAV as on 18 Dec 24, 12:00 AM

very high risk

large & mid cap

equity

27.98%p.a.

Last 1Y

19.63%p.a.

Last 3Y

21.13%p.a.

Last 5Y

13.17%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 3,745.21 Cr fund under management as on Dec 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 28.0% 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

4.96%

ICICI Bank Ltd

3.20%

Dixon Technologies (India) Ltd

2.62%

Persistent Systems Ltd

2.49%

The Federal Bank Ltd

2.04%

State Bank of India

2.02%

Trent Ltd

1.99%

Zomato Ltd

1.98%

Bharat Electronics Ltd

1.87%

Larsen & Toubro Ltd

1.84%

Fund Managers

  1. Sumanta Khan (Apr 2024 - Present)
  2. Trideep Bhattacharya (Oct 2021 - Present)
  3. Raj Koradia (Aug 2024 - Present)

Key Information

View Scheme Document

Edelweiss Large & Mid Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

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 TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% 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

Frequently Asked Questions