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: 1.68% As on (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 11,282.14 Cr As on 29-08-2025(Source:AMFI)
Turn over: 53% | Exit Load: 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

100.993

13.88%

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 15.56
Sharpe Ratio 1.08
Alpha 1.71
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 0.66 26.5 23.62 28.86 17.86
Invesco India Midcap Fund - Growth Option 19-04-2007 7.02 29.25 26.61 27.47 18.15
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 4.8 23.98 24.06 - -
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 4.22 23.2 21.86 27.41 18.0
HDFC Mid Cap Fund - Growth Plan 25-06-2007 3.09 21.84 24.99 28.95 17.9
ICICI Prudential MidCap Fund - Growth 10-10-2004 1.83 23.91 21.02 26.01 15.41
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 1.2 19.43 17.98 24.88 -
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 1.11 21.3 - - -
Mirae Asset Midcap Fund - Regular Plan-Growth Option 01-07-2019 0.9 17.96 19.43 26.1 -
PGIM India Midcap Fund - Regular Plan - Growth Option 05-12-2013 0.56 15.92 12.82 23.31 15.3

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

12.27%

Others

3.15%

Large Cap

17.69%

Mid Cap

66.89%

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