• Mutual Funds
  • Edelweiss Mutual Funds
  • Edelweiss Mid Cap Fund (Growth)

Formerly Edelweiss Mid & Small Cap Gr

Edelweiss Mutual Funds

Edelweiss Mid Cap Fund (Growth)

EquityMid Cap

77.03

NAV (Mar 01)

25.1%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in mid cap mutual funds.

Mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

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

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

77.03

NAV (Mar 1)

Fund Returns

Last 1Y
49.4%
Last 3Y
25%
Last 5Y
25.1%
Last 10Y
23.1%
Since Inception
13.4%
6 Month CAGR
22.3%

Scheme Information

Investment Objective

The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However,there can be no assurance that the investment objective of the Scheme will be realised.

Expense Ratio
1.82
Launched (17y ago)
Dec 26, 2007
AUM in Crores
4915.468
ISIN
INF843K01013
Lock-in
No Lock-in
Benchmark
Nifty Midcap 150 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.8
Standard Deviation (5yr)
20.9
Beta (3yr)
0.9
Beta (5yr)
0.92
Sharpe Ratio (3yr)
1.348
Sharpe Ratio (5yr)
0.955
YTM
0
Fund Managers

Trideep Bhattacharya

Fund Manager

Sahil Shah

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Edelweiss Mid Cap Fund (Growth)70%14,00,805 6,68,19325.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-03-01

Top Stock Holdings

persistent systems ltd

4.9%
4.9%

power finance corp ltd

4%
4%

trent ltd

3.8%
3.8%

coforge ltd

3.5%
3.5%

indian bank

3.3%
3.3%
See all holdings

Allocation by Sector

financial services

22%
22%

consumer cyclical

19.7%
19.7%

industrials

16.5%
16.5%

technology

11.6%
11.6%

basic materials

10.6%
10.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 16,033 cr

₹ 13,846 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 89,516 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 57 equity,129 debt and 18 hybrid funds.amc-img
022-40933400
emfhelp@edelweissfin.com
Fund NameScripbox Opinion
Till Date CAGR

6.5%

5.2%

6.7%

7.3%

-

5.7%

6.7%

7.3%

6.5%

5.2%

Edelweiss Mid Cap Fund (G) Review

Edelweiss Mid Cap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 13.4% over a period of 16 years. The fund was previously known as Edelweiss Mid & Small Cap Gr. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Sahil Shah, Trideep Bhattacharya.

Nav of Edelweiss Mid Cap Fund (G) as of 3/1/2024 is ₹77.03 with the total AUM as of 3/3/2024 is ₹4915.468. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Mid Cap Fund (G) was launched on Dec 26, 2007. The category risk of the fund is Very High Risk.

The minimum SIP amount for Edelweiss Mid Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Edelweiss Mid Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Midcap 150 TR INR.

Edelweiss Mid Cap Fund (G) is rated as a 3 fund in Equity and delivered 49.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Mid Cap Fund (G).

Frequently Asked Questions

What is Edelweiss Mid Cap Fund (G)?

Edelweiss Mid Cap Fund (G) is a Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Edelweiss Mid Cap Fund (G)?

You can invest in Edelweiss Mid Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Edelweiss Mid Cap Fund (G)?

The minimum sip amount for Edelweiss Mid Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Edelweiss Mid Cap Fund (G) good to invest in?

As per Scripbox experts, Edelweiss Mid Cap Fund (G) is a Neutral fund. You can investEdelweiss Mid Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Edelweiss Mid Cap Fund (G)?

The expense ratio of the Edelweiss Mid Cap Fund (G) is 1.82% for regular plan.