Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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Mid Cap NAV 54.3510 0 08 December, 2022

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 26 December, 2007
Benchmark
Asset Size(Cr) 2396.60 (As on 31-10-2022)
Turn over 39%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 500
Exit Load 1% for redemption within 365 days
Expense Ratio 2.07% (As on 31-10-2022)
Fund Manager Sahil Shah, Trideep Bhattacharya

Investment Returns (As on 08 Dec, 2022)

Duration Returns Benchmark Category
1 W 0.21% -1.05% 0.29%
1 M 0.01% 1.98% 0.88%
3 M 0.46% 5.46% 0.97%
6 M 17.88% 13.8% 16.33%
1 Y 7.06% 9.5% 5.37%
2 Y 27.84% 19.37% 25.3%
3 Y 27.23% 17.28% 24.36%
5 Y 13.4% 14.22% 12.26%

Risk Mesasures (As on 08 Dec, 2022)

Std Dev Sharpe Beta Alpha
Fund 15.33 0.93 1.07 0.97
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 31 Oct, 2022)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 7.06% 27.23% 13.4%
Kotak Emerging Equity Scheme - Growth 3.5% 24.43% 13.83%
HDFC Mid-Cap Opportunities Fund - Growth Plan 8.83% 23.86% 12.07%
Axis Midcap Fund - Regular Plan - Growth -6.56% 19.31% 15.49%
DSP Midcap Fund - Regular Plan - Growth -7.01% 15.53% 9.41%

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