Edelweiss Mid Cap Fund - Regular Plan - Growth Option

(Erstwhile Edelweiss Mid and Small Cap Fund - Regular Plan - Growth Option)
Fund House: Edelweiss Mutual Fund
Category: Equity: Mid Cap
Launch Date: 26-12-2007
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
TER: 1.7% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 10,016.4 Cr As on 30-05-2025(Source:AMFI)
Turn over: 53% | Exit Load: Yes

100.461

14.1%

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
7 Years 3 Months
13 Years 2 Months
13 Years 8 Months
16 Years 8 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment 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.

Current Asset Allocation (%)

Indicators

Standard Deviation 16.68
Sharpe Ratio 1.19
Alpha 1.41
Beta 0.94
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 - Regular Plan - Growth Option 26-12-2007 9.69 30.86 32.71 33.17 18.06
Invesco India Midcap Fund - Growth Option 19-04-2007 14.32 32.57 33.47 30.27 17.69
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 11.06 28.95 - - -
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 8.32 32.17 36.01 36.42 17.57
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 6.74 28.98 30.6 28.89 15.27
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 6.22 29.86 31.94 32.65 18.01
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 5.57 27.1 33.25 32.33 17.79
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 5.15 24.38 - - -
Kotak Emerging Equity Scheme - Growth 30-03-2007 4.79 25.76 27.89 30.48 17.93
Franklin India Prima Fund-Growth 01-12-1993 3.94 26.95 29.97 27.13 15.31

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

12.13%

Others

3.22%

Large Cap

10.09%

Mid Cap

74.56%

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