• 1 Year Returns: -0.80%
• 3 Year Returns: 13.86%
• 5 Year Returns: 11.79%

• Private Banks | 11.79%
• Specialized Finance | 7.80%
• IT Services & Consulting | 7.25%
• Others | 6.12%
• Auto Parts | 4.44%

• HDFC Bank Limited | 4.77%
• Bharat Heavy Electricals Ltd | 2.56%
• Ather Energy Ltd | 2.49%
• Multi Commodity Exchange of India Limited | 2.41%
• The Phoenix Mills Limited | 2.11%

• Equity | 97.23%
• Mutual Funds | 1.63%
• Cash & Equivalents | 1.15%

The alpha ratio for the Edelweiss Large & Mid Cap Fund is 2.11

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 15.22

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 -0.36

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 -0.04

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.