- Mutual Funds
- Edelweiss Mutual Fund
- Edelweiss Mid Cap Fund (G)
Scheme Information
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 | 1.74 % |
Launched 17Y ago | 2007-12-26 |
AUM in Crores | 9242 |
ISIN | INF843K01013 |
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 | 0.8 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Persistent Systems Ltd.
4.43%Dixon Technologies (India) Ltd.
4.17%Trent Ltd.
3.54%Indian Bank
2.87%Cummins India Ltd.
2.85%
Allocation by Sector
Financial
15.64%Services
14.49%Healthcare
11.13%Capital Goods
10.98%Automobile
9.47%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 68,033 cr | ||
₹ 24,326 cr | ||
₹ 28,506 cr | ||
₹ 16,217 cr | ||
₹ 51,111 cr |
Edelweiss Mid Cap Fund (G) Review
Edelweiss Mid Cap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 13.6% over 17 years. The fund has grown over a period of 17 years. The fund is managed by Edelweiss Mutual Fund. The fund managers are Dhruv Bhatia, Raj Koradia, Sahil Shah, Trideep Bhattacharya.
Nav of Edelweiss Mid Cap Fund (G) as of 5/9/2025 is ₹91.76 with the total AUM as of 5/12/2025 is ₹9241.96. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Mid Cap Fund (G) was launched on 2007-12-26. The category risk of the fund is Very High.
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 Total Return Index.
Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Equity category and delivered 17.26% 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).