• 1 Year Returns: 3.31%
• 3 Year Returns: 14.18%
• 5 Year Returns: 13.22%

• Private Banks | 11.50%
• Specialized Finance | 8.78%
• IT Services & Consulting | 7.47%
• Others | 5.02%
• Construction & Engineering | 4.94%

• HDFC Bank Limited | 4.46%
• Ather Energy Ltd | 2.80%
• Bharat Heavy Electricals Ltd | 2.55%
• Multi Commodity Exchange of India Limited | 2.32%
• Clearing Corporation of India Ltd. | 2.18%

• Equity | 97.83%
• Cash & Equivalents | 2.17%

The alpha ratio for the Edelweiss Large & Mid Cap Fund is 2.15

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Edelweiss Large & Mid Cap Fund is 14.63

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Edelweiss Large & Mid Cap Fund is 0.00

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Edelweiss Large & Mid Cap Fund is 0.00

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.