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EquityMid-Cap

Edelweiss Mid Cap Fund Direct Plan Growth Option

3Y Annualised

24.33%

2.19% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

Annualised

-8.69%

2.19% 1D

Benchmark

HDFC NIFTY 500 Index Fund

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

3 years 2 months

NIFTY 50

6 years 3 months

FD

9 years 7 months

Fund info

Fund size

₹8268.27 Cr

Min. SIP amount

₹100

Min. Lumpsum amount

₹100

Exit load

0.01%

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

Risk Profile

Very High Risk

Peer comparison

This Fund's Performance Compared With Peers

Over the Period of oneMonth

1st

HSBC Mid Cap Fund - IDCW Payout

11.75%

2nd

HSBC Mid Cap Fund - IDCW Reinvestment

11.75%

3rd

HSBC Mid Cap Fund - Direct Plan-Growth

11.75%

4th

HSBC Mid Cap Fund - Regular Plan- IDCW Reinvestment

11.62%

5th

HSBC Mid Cap Fund - Regular Plan - Growth

11.62%

74th

Edelweiss Mid Cap Fund Direct Plan Growth Option

-8.69%

Fund Managers

TB
Trideep BhattacharyaFund Manager Since 1 Oct 2021
SS
Sahil ShahFund Manager Since 24 Dec 2021

About Edelweiss Mid Cap Fund Direct Plan Growth Option

Edelweiss Mid Cap Fund Direct Plan Growth Option is a Equity mutual fund scheme from Edelweiss Asset Management Limited. This fund has been in existence for 12 years, having been launched on 2013-01-01. Edelweiss Mid Cap Fund Direct Plan Growth Option has ₹8268.27 Cr worth of assets under management (AUM) as of Thu Mar 06 2025. The latest Net Asset Value (NAV) of Edelweiss Mid Cap Fund Direct Plan Growth Option as of Wed Mar 05 2025 is ₹99.013. The fund has an expense ratio of 0.39%, which is medium comparable to most other Equity funds.

Edelweiss Mid Cap Fund Direct Plan Growth Option returns for the last 1 year are 12.25%. Since launch, it has delivered 21.57% average annual returns.

The Edelweiss Mid Cap Fund Direct Plan Growth Option has the majority of its money invested in Technology, Healthcare, Consumer Cyclical, Consumer Defensive, Financial Services, Basic Materials sectors.

Top 5 Holdings of Edelweiss Mid Cap Fund Direct Plan Growth Option.

  1. Dixon Technologies (India) Ltd: 3.89%
  2. Persistent Systems Ltd: 3.42%
  3. Max Healthcare Institute Ltd Ordinary Shares: 3.16%
  4. Indian Hotels Co Ltd: 2.95%
  5. Lupin Ltd: 2.87%

AMC Information

NameEdelweiss Asset Management Limited
Founding Date2013-01-01
Emailemfhelp@edelweissfin.com
Phone+91 22 40979900
Websitewww.edelweissmf.com
AddressEdelweiss House, Off C.S.T. Road, Kalina

Tax Implications of Edelweiss Mid Cap Fund Direct Plan Growth Option

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from Edelweiss Asset Management Limited

Calculate Your Returns

Estimated Returns in 3 Years

₹0

Total Amount

₹0

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₹1,000+ cr

AUM

1+ Lac

Investors

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