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  • Edelweiss Mutual Funds
  • Edelweiss Mid Cap Fund (RIDCW-A)

Formerly Edelweiss Mid & Small Cap DR

Edelweiss Mutual Funds

Edelweiss Mid Cap Fund (RIDCW-A)

EquityMid Cap

29.189

NAV (Aug 05)

14%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in mid cap mutual funds.

However, Scripbox does not recommend investing in mid cap mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 1,864 Cr

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

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

View all 7 analysis

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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

29.189

NAV (Aug 5)

Fund Returns

Last 1Y

5.9%

Last 3Y

26.5%

Last 5Y

14%

Last 10Y

20.4%

Since Inception

11.5%

6 Month CAGR

0.1%

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

2.11

Launched (15y ago)

Dec 26, 2007

AUM in Crores

1863.522

ISIN

INF843K01039

Lock-in

No Lock-in

Benchmark

IISL Nifty Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Trideep Bhattacharya

Fund Manager

Sahil Shah

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-08-05

Top Stock Holdings

clearing corporation of india ltd.

4.9%
4.9%

abb india ltd

4.1%
4.1%

cummins india ltd

3.4%
3.4%

navin fluorine international ltd

3.4%
3.4%

the federal bank ltd

3.4%
3.4%
See all holdings

Allocation by Sector

financial services

19.3%
19.3%

industrials

18.9%
18.9%

consumer cyclical

18.7%
18.7%

basic materials

14.8%
14.8%

healthcare

9%
9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,100 cr

₹ 12,768 cr

₹ 12,768 cr

₹ 4,100 cr

₹ 4,100 cr

About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 52,788 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 34 equity,97 debt and 24 hybrid funds.

amc-img

  • 022-40933400
  • emfhelp@edelweissfin.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    11.6%

    10.6%

    16%

    10.3%

    27.8%

    11.7%

    16.1%

    10.7%

    20.8%

    11.6%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Edelweiss Mid Cap Fund (RIDCW-A) Review

    Edelweiss Mid Cap Fund (RIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 11.5% over a period of 14 years. The fund was previously known as Edelweiss Mid & Small Cap DR. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Sahil Shah, Trideep Bhattacharya.

    Nav of Edelweiss Mid Cap Fund (RIDCW-A) as of 8/5/2022 is ₹29.19 with the total AUM as of 8/6/2022 is ₹1863.522. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Mid Cap Fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) 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 IISL Nifty Midcap 150 TR INR.

    Edelweiss Mid Cap Fund (RIDCW-A) is rated as a 3 fund in Equity and delivered 5.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Mid Cap Fund (RIDCW-A).

    Frequently Asked Questions

    What is Edelweiss Mid Cap Fund (RIDCW-A)?

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

    How to invest in Edelweiss Mid Cap Fund (RIDCW-A)?

    You can invest in Edelweiss Mid Cap Fund (RIDCW-A) 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 (RIDCW-A)?

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

    Is Edelweiss Mid Cap Fund (RIDCW-A) good to invest in?

    As per Scripbox experts, Edelweiss Mid Cap Fund (RIDCW-A) is a Neutral fund. You can investEdelweiss Mid Cap Fund (RIDCW-A) 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 (RIDCW-A)?

    The expense ratio of the Edelweiss Mid Cap Fund (RIDCW-A) is 2.11% for regular plan.