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: 1.69% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 11,026.93 Cr As on 31-07-2025(Source:AMFI)
Turn over: 53% | Exit Load: Yes

98.569

13.81%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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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 15.68
Sharpe Ratio 1.2
Alpha 1.33
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 - Regular Plan - Growth Option 26-12-2007 -0.26 26.0 23.63 27.9 17.48
Invesco India Midcap Fund - Growth Option 19-04-2007 8.53 29.37 26.9 26.86 17.83
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 2.69 23.82 - - -
HDFC Mid Cap Fund - Growth Plan 25-06-2007 1.08 21.7 25.16 27.58 17.55
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 0.78 21.9 21.03 26.36 17.77
PGIM India Midcap Fund - Regular Plan - Growth Option 05-12-2013 0.36 16.04 13.34 23.87 15.14
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 0.15 29.6 28.06 32.11 17.45
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 -0.64 20.84 - - -
ICICI Prudential MidCap Fund - Growth 10-10-2004 -0.71 23.49 21.08 24.67 15.07
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 -0.94 23.74 22.82 25.28 14.81

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

11.26%

Others

4.26%

Large Cap

18.77%

Mid Cap

65.71%

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