INF843K01AO4

CASPeR Ranking #36

Edelweiss Mid Cap Fund Direct Plan Growth Option

Very High Risk Mid-Cap Equity

NAV (Tue Feb 20 2024)

₹88

Returns (Since Inception)

27.46%

Category Average

24.75%

Rating

5

Allocation and Holdings

Asset class

Weightage

Technology

11.29%

Financial Services

10.21%

Consumer Cyclical

6.51%

Healthcare

2.53%

Industrials

2.41%

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Overall rating

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Scheme Information

Fund name

Edelweiss Mid Cap Fund Direct Plan Growth Option


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹49,155 Cr


ISIN

INF843K01AO4


Inception Date

Jan 01 1970


Standard Deviation

15.078


Beta

0.93


Sharpe Ratio

1.581


Benchmark

IISL Nifty Midcap 150 TR INR

Risk

Very High Risk

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.

Fund Managers

Trideep Bhattacharya

Sahil Shah

About the AMC

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frequently asked questions

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What is the current NAV of Edelweiss Mid Cap Fund Direct Plan Growth Option?

The NAV of Edelweiss Mid Cap Fund Direct Plan Growth Option is ₹88 as of Tue Feb 20 2024.

Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.

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Who is the fund manager of Edelweiss Mid Cap Fund Direct Plan Growth Option?

Trideep Bhattacharya is the current fund manager of Edelweiss Mid Cap Fund Direct Plan Growth Option as on Wed Feb 21 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.

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What is the expense ratio of Edelweiss Mid Cap Fund Direct Plan Growth Option?

The Expense Ratio of Edelweiss Mid Cap Fund Direct Plan Growth Option is 0.00% as of Wed Feb 21 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 0.00% of those returns will be retained by the AMC.

The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).

Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.

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What is the minimum SIP amount of Edelweiss Mid Cap Fund Direct Plan Growth Option?

The minimum Systematic Investment Plan (SIP) amount required for Edelweiss Mid Cap Fund Direct Plan Growth Option is ₹100. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.

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What is the minimum lump sum amount required to invest in Edelweiss Mid Cap Fund Direct Plan Growth Option?

To initiate a lump sum investment in Edelweiss Mid Cap Fund Direct Plan Growth Option, a minimum initial amount of ₹100 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.

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What is risk category of the Edelweiss Mid Cap Fund Direct Plan Growth Option?

In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of Edelweiss Mid Cap Fund Direct Plan Growth Option is classified as Very High Risk.

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What is the category of Edelweiss Mid Cap Fund Direct Plan Growth Option?

The category of the Edelweiss Mid Cap Fund Direct Plan Growth Option is Equity.

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