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Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

26.44

as on 03 Oct 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 20,225 today.

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NAV Performance

Edelweiss Mid Cap Fund performance graph for last 3 years
Performance of Edelweiss Mid Cap Fund for last 3 Years

Fund Information

  • ₹ 51.663

    as on 03 Oct 2022
  • Regular - Growth

  • 3 / 25

  • ₹ 5,000

  • ₹ 1,742 Cr.

    as on 31 Dec 2021
  • 2.09%

  • 26 Dec 2007

  • Equity - Mid Cap Fund

  • Nifty 50

  • Edelweiss Mutual Fund

    Show All Funds
  • Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Edelweiss Mid Cap Fund is an Open-ended Equity Fund. The fund belongs to Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 26 Dec 2007. This fund is offered by one of the top AMC (Assets Management Company) Edelweiss Mutual Fund. You can also view here all other Equity funds offered by Edelweiss Mutual Fund.

Latest NAV of the fund is ₹ 51.663 as on 03 Oct 2022.

This fund has 14 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.09%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund 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.

List of Fund Managers of Edelweiss Mid Cap Fund

  • About Harshad Patwardhan

    Picture of Harshad PatwardhanWith an academic background comprising IIT/IIM, CFA charter and 25 years of industry experience, our CIO Equities – Mr. Harshad Patwardhan comes with substantial experience. Harshad was the CIO Equities at JPMorgan Asset Management for over a decade and continued as the CIO Equities of Edelweiss Asset Management after the schemes changed hands in the year 2016. He’s responsible for long only equity mutual funds at Edelweiss Asset Management Limited. He has worked for 12 years on the sell side with various MNC brokerage firms and has been a rated research analyst by several large & prominent FIIs. He believes that the first-hand experience of covering stocks/sectors and interacting with experienced fund managers has been extremely valuable for his investment management career.When not occupied with work, he loves to swim or read about a wide range of topics. His resilience to come out of difficult times has been an inspiration to many.
  • About Trideep Bhattacharya

    Picture of Trideep  Bhattacharya

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 2.69% 20.51% 13.27% 26.13% 41.90% 37.39% 19.47% 19.67% 24.78% 33.37% 35.31% 26.93% 19.44%
Category Average -2.20% 12.27% 2.42% 3.61% 31.46% 23.90% 13.02% 16.96% 6.02% 16.95% 24.55% 18.33% 16.65%
Edelweiss Mid Cap Fund -2.78%₹ 9,721 14.69%₹ 11,469 3.42%₹ 10,342 3.92%₹ 10,392 7.80%₹ 12,500 34.43%₹ 18,101 18.91%₹ 28,878 26.44%₹ 20,225 27.42%₹ 53,448 14.89%₹ 20,023 20.38%₹ 99,635 - -
Kotak Emerging Equity Fund -2.35%₹ 9,764 14.14%₹ 11,413 4.14%₹ 10,413 6.34%₹ 10,633 9.42%₹ 12,603 34.79%₹ 18,199 19.64%₹ 29,073 26.05%₹ 20,038 27.34%₹ 53,394 15.11%₹ 20,215 20.79%₹ 1,00,612 19.58%₹ 59,822 19.44%₹ 3,34,272
PGIM India Midcap Opportunities Fund -2.61%₹ 9,739 13.85%₹ 11,385 3.43%₹ 10,342 4.51%₹ 10,450 7.40%₹ 12,474 39.61%₹ 19,525 22.52%₹ 29,846 37.39%₹ 25,957 35.31%₹ 59,348 18.74%₹ 23,619 26.93%₹ 1,16,625 - -
Axis Mid Cap Fund -2.31%₹ 9,769 12.32%₹ 11,231 0.07%₹ 10,007 -1.81%₹ 9,819 1.40%₹ 12,090 25.57%₹ 15,787 12.46%₹ 27,177 21.63%₹ 18,001 20.11%₹ 48,347 16.87%₹ 21,812 18.50%₹ 95,166 18.70%₹ 55,594 17.91%₹ 3,07,781
Nippon India Growth Fund -1.56%₹ 9,843 13.80%₹ 11,380 4.09%₹ 10,408 3.22%₹ 10,322 8.26%₹ 12,529 34.48%₹ 18,115 20.07%₹ 29,187 25.68%₹ 19,865 27.43%₹ 53,457 14.84%₹ 19,977 20.50%₹ 99,919 16.24%₹ 45,061 17.14%₹ 2,95,136
Tata Mid Cap Growth Fund -3.42%₹ 9,657 10.61%₹ 11,060 -0.50%₹ 9,950 0.52%₹ 10,052 1.84%₹ 12,119 27.55%₹ 16,290 13.18%₹ 27,366 21.41%₹ 17,906 21.24%₹ 49,113 12.59%₹ 18,099 17.17%₹ 92,114 17.69%₹ 51,028 16.76%₹ 2,89,179

Portfolio Holdings

Portfolio holdings pattern of Edelweiss Mid Cap Fund as on 04 Oct 2022 are listed below:

  • Equity Holdings:

    92.93%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    7.07%

Top Sector Holdings of Edelweiss Mid Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 8.98% ₹ 167.40 Cr.
Banks 6.94% ₹ 129.25 Cr.
Pharmaceuticals 6.90% ₹ 128.64 Cr.
NBFC 5.66% ₹ 105.55 Cr.
Chemicals - Speciality 5.35% ₹ 99.76 Cr.
Others 66.17% -

Top Stock Holdings of Edelweiss Mid Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Mphasis Ltd. 4.51% ₹ 84.04 Cr.
SRF Ltd. 3.94% ₹ 73.48 Cr.
Tata Power Co. Ltd. 3.92% ₹ 73.12 Cr.
Crompton Greaves Consumer Electricals Ltd. 3.64% ₹ 67.91 Cr.
Max Healthcare Institute Ltd. 2.97% ₹ 55.47 Cr.
Others 81.02% -

Other Holdings

Holding TypeHolding Percentage
TREPS 8.12%
Warrants 0.12%
Net Receivables -1.17%