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Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

35.54

as on 26 May 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 24,902 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

  • ₹ 55.324

    as on 26 May 2023
  • Regular - Growth

  • 6 / 25

  • ₹ 5,000

  • ₹ 2,614 Cr.

    as on 31 Mar 2023
  • 1.96%

  • 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 90 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 ₹ 55.324 as on 26 May 2023.

This fund has 15 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.96%. 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 Sahil Shah

    Picture of Sahil Shah
  • About Trideep Bhattacharya

    Picture of Trideep BhattacharyaMr. Bhattacharya is a B.Tech (Electrical Engineer), MBA (Finance) Prior to joining Edelweiss Asset Management Limited he has worked with Axis Mutual Fund, State Street Global Advisors, UBS Global Asset Management and Kotak Securities.

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 10.14% 10.81% 8.49% 32.18% 41.90% 41.89% 18.87% 20.41% 29.09% 23.36% 30.47% 24.56% 18.38%
Category Average 5.76% 6.72% 2.96% 19.87% 14.33% 32.73% 13.32% 17.62% 17.21% 10.59% 18.98% 18.61% 15.84%
Edelweiss Mid Cap Fund 6.85%₹ 10,684 8.43%₹ 10,842 3.78%₹ 10,377 22.19%₹ 12,218 19.44%₹ 13,219 14.05%₹ 13,008 12.02%₹ 27,056 35.54%₹ 24,902 21.19%₹ 49,048 13.99%₹ 19,261 20.80%₹ 1,00,584 - -
Kotak Emerging Equity Fund 4.95%₹ 10,494 5.28%₹ 10,528 3.46%₹ 10,346 19.49%₹ 11,948 16.34%₹ 13,029 14.24%₹ 13,051 11.47%₹ 26,915 35.70%₹ 24,988 20.64%₹ 48,675 14.92%₹ 20,057 20.43%₹ 99,681 20.41%₹ 64,184 18.38%₹ 3,15,540
SBI Magnum Mid Cap Fund 5.74%₹ 10,574 8.09%₹ 10,808 5.90%₹ 10,590 20.51%₹ 12,051 19.77%₹ 13,239 17.25%₹ 13,748 14.29%₹ 27,647 40.27%₹ 27,599 23.97%₹ 50,963 15.10%₹ 20,218 22.61%₹ 1,05,077 19.61%₹ 60,062 17.13%₹ 2,94,851
Nippon India Growth Fund 7.18%₹ 10,717 8.99%₹ 10,898 5.36%₹ 10,536 23.86%₹ 12,386 21.81%₹ 13,364 17.26%₹ 13,749 14.11%₹ 27,602 37.55%₹ 26,025 22.62%₹ 50,031 15.83%₹ 20,863 21.22%₹ 1,01,615 17.50%₹ 50,250 16.99%₹ 2,92,752
PGIM India Midcap Opportunities Fund 6.78%₹ 10,677 5.26%₹ 10,526 -0.91%₹ 9,908 15.81%₹ 11,581 10.69%₹ 12,678 13.62%₹ 12,908 7.74%₹ 25,952 40.30%₹ 27,616 20.69%₹ 48,709 17.77%₹ 22,674 24.23%₹ 1,09,276 - -
Motilal Oswal Midcap 30 Fund 10.14%₹ 11,013 10.81%₹ 11,081 8.49%₹ 10,849 32.18%₹ 13,218 29.09%₹ 13,802 27.81%₹ 16,336 23.36%₹ 30,057 41.89%₹ 28,565 30.47%₹ 55,638 17.01%₹ 21,950 24.56%₹ 1,10,130 - -

Portfolio Holdings

Portfolio holdings pattern of Edelweiss Mid Cap Fund as on 28 May 2023 are listed below:

  • Equity Holdings:

    95.63%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    4.37%

Top Sector Holdings of Edelweiss Mid Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 13.25% ₹ 346.18 Cr.
Diesel engines 6.07% ₹ 158.62 Cr.
Cement 5.91% ₹ 154.46 Cr.
Pharmaceuticals 5.82% ₹ 152.12 Cr.
Computers - Software 5.79% ₹ 151.47 Cr.
Others 63.16% -

Top Stock Holdings of Edelweiss Mid Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Cummins India Ltd. 6.07% ₹ 158.62 Cr.
Federal Bank Ltd. 5.03% ₹ 131.37 Cr.
Persistent Systems Ltd. 4.69% ₹ 122.66 Cr.
Indian Bank 4.15% ₹ 108.38 Cr.
ABB India Ltd. 3.84% ₹ 100.40 Cr.
Others 76.22% -

Other Holdings

Holding TypeHolding Percentage
TREPS 4.84%
Net Receivables -0.47%