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: 9,241.96 Cr As on 30-04-2025(Source:AMFI)
Turn over: 53% | Exit Load: Yes

113.578

22.4%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Midcap 150 TRI
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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 17.04
Sharpe Ratio 1.05
Alpha 3.05
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 17.12 34.4 30.42 36.1 19.15
Invesco India Midcap Fund - Growth Option 19-04-2007 20.05 33.08 28.53 31.11 17.17
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 17.26 33.68 32.65 38.16 17.51
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 15.56 32.58 28.57 34.13 17.69
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 15.2 31.04 - - -
Franklin India Prima Fund-Growth 01-12-1993 11.94 29.58 27.08 29.36 15.11
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 11.23 31.93 27.83 31.0 15.19
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 11.19 26.47 - - -
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 11.03 32.31 29.05 35.01 17.62
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 10.58 31.38 30.28 34.66 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

11.77%

Others

3.0%

Large Cap

10.26%

Mid Cap

74.51%

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