Archive · 2 Sep 2026
Edelweiss Large & Mid Cap Fund Bets on Next Cycle
The Edelweiss Large & Mid Cap Fund invests in companies of different sizes.
It owns 88 stocks and makes choices that differ significantly from its benchmark.
About half of the money is in large companies for stability, while smaller companies are included for growth opportunities.
The fund currently favors capital goods, automobiles and consumer durables.
It owns less than usual in metals, oil and gas, and FMCG companies.
Fund managers use a process called FAIR to study company quality, management and prices.
They believe several parts of the Indian economy are showing healthy signs.
Over five and ten years, the fund’s Direct Growth plan performed slightly better than its benchmark.
Edelweiss Large & Mid Cap Fund held 88 stocks with a 57.91% active share as of July 31, 2026.
The portfolio was allocated about 50% to large-caps, 36% to mid-caps, 14% to small-caps and 1.57% to cash equivalents.
Capital goods, autos and consumer durables were the fund’s main sector overweights, while metals, oil and gas, and FMCG were underweights.
Among its largest active positions were Ather Energy, Bharat Heavy Electricals (BHEL), Phoenix Mills, Ashok Leyland and Power Mech Projects.
The fund’s Direct Growth plan delivered 14.61% annually over five years and 15.68% over 10 years, exceeding its benchmark over both periods.
- Who
- Edelweiss Large & Mid Cap Fund and its fund management team.
- What
- The fund disclosed its portfolio allocation, sector preferences, stock-selection approach and performance.
- When
- Portfolio data was stated to be as of July 31, 2026; performance figures covered five years, 10 years and since inception.
- Where
- The fund invests in Indian equities.
- Why
- The fund is positioning for the next market cycle based on its constructive view of Indian equities and expected medium-term earnings potential.
- Total stocks
- 88
- Active share
- 57.91%
- Market-cap allocation
- 50% large-cap, 36% mid-cap and 14% small-cap
- Cash and equivalents
- 1.57%
- Top sector overweight
- Capital goods
- Key sector overweights
- Autos and consumer durables
- Five-year Direct Growth CAGR
- 14.61%, versus 14.48% for the Nifty Large Midcap 250 TRI
- Ten-year Direct Growth CAGR
- 15.68%, versus 15.23% for the Nifty Large Midcap 250 TRI