Edelweiss Mid Cap Fund

Equity · Mid Cap
 · ★★★★
500
Min SIP
5,000
Min Lumpsum
0.52 %
Expense Ratio
★★★★
Rating
2,787
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 01 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 20.1% 36.2% 16.4% 20.3%
Category Average 19.5% 35.2% 15.3% -

Scheme Allocation

By Holding
By Sector
By Asset
Cummins India
5.5%
Persistent Sys
5.09%
Federal Bank
4.81%
Indian Bank
4.34%
Kajaria Ceramics
3.34%
Others
76.92%
Banks
13.84%
Industrial Products
13.79%
Chemicals & Petrochemical
6.23%
Cement & Cement Products
5.98%
IT-Software
5.78%
Others
54.38%
Equity
95.53%
Reverse Repos
4.93%
Cash & Cash Equivalents
0%
Net Curr Ass/Net Receivables
-0.46%

Advance Ratio

0.29
Alpha
4.67
SD
0.89
Beta
0.57
Sharpe

Exit Load

Exit Load 1.00% - If redeemed / switched out on or befoe 90 days from the date of allotment. Nil - If redeemed / switched out after 90 days from the date of allotment.

Fund 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.

Fund Managers

Trideep Bhattacharya

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Edelweiss Mutual Fund
AUM:
1,20,557 Cr
Address:
Edelwiess House, Off.C.S.T. Road, Kalina, Mumbai - 400 098.
Contact:
+91 022 40979737
Email ID:
EMFHelp@Edelweissmf.com

Frequently Asked Questions

How to invest in Edelweiss Mid Cap Fund ?

You can invest in Edelweiss Mid Cap Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Edelweiss Mid Cap Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Edelweiss Mid Cap Fund ?

The NAV of Edelweiss Mid Cap Fund is ₹63.2 as of 01 June 2023.

How to redeem Edelweiss Mid Cap Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Edelweiss Mid Cap Fund?

The minimum SIP amount of Edelweiss Mid Cap Fund is ₹500

What are the top sectors Edelweiss Mid Cap Fund has invested in??

The top sectors Edelweiss Mid Cap Fund has invested in are
  1. Cummins India - 5.5%
  2. Persistent Sys - 5.09%
  3. Federal Bank - 4.81%
  4. Indian Bank - 4.34%
  5. Kajaria Ceramics - 3.34%

How much returns have Edelweiss Mid Cap Fund generated ?

The Edelweiss Mid Cap Fund has delivered 20.3% since inception

What is the expense ratio of Edelweiss Mid Cap Fund ?

The expense ratio of Edelweiss Mid Cap Fund is 0.52 % as of 01 June 2023.

What is the AUM of Edelweiss Mid Cap Fund?

The AUM of Edelweiss Mid Cap Fund is ₹1,20,557 Cr as of 01 June 2023

What are the top stock holdings of Edelweiss Mid Cap Fund?

The top stock holdings of Edelweiss Mid Cap Fund are
  1. Cummins India - 5.5%
  2. Persistent Sys - 5.09%
  3. Federal Bank - 4.81%
  4. Indian Bank - 4.34%
  5. Kajaria Ceramics - 3.34%
Invest Now