Edelweiss Mutual Funds

Edelweiss Mid Cap Fund Direct Plan Growth

EquityMid Cap
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Top Ranked

₹ 104.49

NAV (Mar 28)

36.945%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Downside Protection Measure

Satisfactory

The performance of the fund on a Downside Protection Measure metric has been Satisfactory

Scheme Information

Investment Objective

The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Mid Cap companies.

Expense Ratio
0.41 %
Launched 12Y ago
2013-01-01
AUM in Crores
7729.3
ISIN
INF843K01AO4
Lock-in (days)
No Lock-in
Benchmark
NIFTY Midcap 150 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
16.6
Beta
0.9
Sharpe Ratio
0.9
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Persistent Systems Ltd.

4.43%
4.43%

Dixon Technologies (India) Ltd.

4.17%
4.17%

Trent Ltd.

3.54%
3.54%

Indian Bank

2.87%
2.87%

Cummins India Ltd.

2.85%
2.85%
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Allocation by Sector

Financial

15.64%
15.64%

Services

14.49%
14.49%

Healthcare

11.13%
11.13%

Capital Goods

10.98%
10.98%

Automobile

9.47%
9.47%
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Frequently Asked Questions

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