• 1 Year Returns: -0.57%
• 3 Year Returns: 17.46%
• 5 Year Returns: 19.02%

• Private Banks | 10.88%
• IT Services & Consulting | 9.42%
• Specialized Finance | 8.29%
• Industrial Machinery | 4.95%
• Public Banks | 4.94%

• HDFC Bank Ltd | 5.40%
• Reliance Industries Ltd | 3.21%
• Bharti Airtel Ltd | 2.16%
• State Bank of India | 2.15%
• Federal Bank Ltd | 2.10%

• Equity | 98.48%
• Cash & Equivalents | 1.50%
• Pref Shares | 0.01%
• Mutual Funds | N/A%

The alpha ratio for the Edelweiss Large & Mid Cap Fund is 11.08

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 14.84

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 -0.30

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 -0.03

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.