- Mutual Funds
- Edelweiss Mutual Funds
- Edelweiss Mid Cap Fund (RIDCW-A)
Formerly Edelweiss Mid & Small Cap DR
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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 36.801
NAV (Oct 3)
Fund Returns
Last 1Y | 22.7% |
Last 3Y | 30.8% |
Last 5Y | 19.1% |
Last 10Y | 22.2% |
Since Inception | 12.2% |
6 Month CAGR | 26.2% |
Scheme Information
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 | 1.87 |
Launched (16y ago) | Dec 26, 2007 |
AUM in Crores | 3665.953 |
ISIN | INF843K01039 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.5 |
Standard Deviation (5yr) | 21.3 |
Beta (3yr) | 0.93 |
Beta (5yr) | 0.95 |
Sharpe Ratio (3yr) | 1.511 |
Sharpe Ratio (5yr) | 0.701 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Edelweiss Mid Cap Fund (RIDCW-A) | 11,87,405 | 4,54,793 | 19.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
the federal bank ltd
4.1%persistent systems ltd
4%indian bank
3.9%kajaria ceramics ltd
3.7%trent ltd
3.6%Allocation by Sector
financial services
20.4%industrials
20.2%consumer cyclical
20.1%basic materials
12.1%technology
10%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,862 cr | ||
₹ 11,197 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Edelweiss Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.6% | 4.8% | ||
5.9% | 7.2% | ||
- | 4.9% | ||
5.9% | 7.2% | ||
5.6% | 4.8% |
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 12.2% over a period of 15 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 10/3/2023 is ₹36.80 with the total AUM as of 10/4/2023 is ₹3665.953. 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 22.7% 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)?
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 1.87% for regular plan.