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 (31-03-2025)
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

91.107

13.61%

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 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 17.01
Sharpe Ratio 0.83
Alpha 1.72
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 15.52 32.63 21.37 32.79 16.72
Invesco India Midcap Fund - Growth Option 19-04-2007 18.35 32.51 21.1 29.18 16.04
Franklin India Prima Fund-Growth 01-12-1993 13.72 30.05 20.08 27.51 14.29
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 13.57 34.24 24.47 35.08 16.47
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 12.71 32.43 21.89 32.63 16.66
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 11.83 30.87 20.49 28.63 13.99
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 11.41 30.77 - - -
Kotak Emerging Equity Scheme - Growth 30-03-2007 11.24 25.02 16.86 29.69 16.23
Axis Midcap Fund - Regular Plan - Growth 06-02-2011 10.38 24.4 14.66 23.85 14.76
LIC MF Mid Cap Fund-Regular Plan-Growth 02-02-2017 10.11 27.21 16.03 25.48 -

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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