Edelweiss Mid Cap Fund - Direct Plan - Growth Option

(Erstwhile Edelweiss Mid and Small Cap Fund - Direct Plan - Growth Option)
Fund House: Edelweiss Mutual Fund
Category: Equity: Mid Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
TER: 0.4% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 8,633.85 Cr As on 31-03-2025(Source:AMFI)
Turn over: 53% | Exit Load: W.E.F. April 03,2023 If the units are redeemed /switched out on or before 90 days from the date of allotment - 1.00% If the units are redeemed /switched out after 90 days from the date of allotment -Nil

108.651

22.08%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
2 Years 2 Months
8 Years 0 Months
8 Years 6 Months
11 Years 5 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities focused on smaller companies.

Current Asset Allocation (%)

Indicators

Standard Deviation 17.03
Sharpe Ratio 0.92
Alpha 3.19
Beta 0.95
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Edelweiss Mid Cap Fund - Direct Plan - Growth Option 01-01-2013 19.16 33.62 27.1 35.22 19.31
Invesco India Midcap Fund - Growth Option 19-04-2007 18.4 31.46 25.42 30.31 17.23
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 18.15 35.82 29.58 37.83 17.94
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 17.58 31.8 25.29 33.26 17.84
Franklin India Prima Fund-Growth 01-12-1993 13.86 29.68 24.33 28.67 15.17
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 13.58 30.93 - - -
Kotak Emerging Equity Scheme - Growth 30-03-2007 12.13 25.56 20.35 30.88 17.4
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 11.99 31.85 25.57 34.01 17.51
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 11.31 30.59 24.26 29.92 15.16
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 11.14 29.85 26.75 33.63 17.57

Scheme Characteristics

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

11.17%

Others

3.88%

Large Cap

11.12%

Mid Cap

73.83%

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