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Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Fund House:
Edelweiss Mutual Fund
Category:
Equity: Mid Cap
Status:
Open Ended Schemes
Launch Date:
26-12-2007
ISIN Number:
INF843K01013
Minimum Investment:
100
Minimum SIP:
500
Total Assets: (29-11-2024):
8270.64
Nav (20-12-2024)
100.255
CAGR Since Inception:
14.52
Benchmark:
NIFTY Midcap 150 TRI
Expense Ratio (30-11-2024)::
1.73 %
Risko-Meter:
Very High
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
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 43.08 36.76 27.47 30.4 19.25
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 58.39 45.57 36.68 33.12 20.68
Invesco India Midcap Fund - Growth Option 48.33 37.76 26.86 28.54 18.36
HSBC Midcap Fund - Regular Growth 44.35 38.5 27.26 25.6 17.77
Kotak Emerging Equity Scheme - Growth 36.96 31.35 24.34 27.32 18.82
JM Midcap Fund (Regular) - Growth 36.82 37.56 0 0 0
Franklin India Prima Fund-Growth 36.57 32.66 23.99 23.61 16.19
WhiteOak Capital Mid Cap Fund Regular Plan Growth 36.34 35.93 0 0 0
BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN 35.64 33.75 0 0 0
Sundaram Mid Cap Fund Regular Plan - Growth 35.63 33.99 26.68 24.79 16.35
Fund Manager
Trideep Bhattacharya:
Scheme 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.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Edelweiss Mid Cap Fund - Regular Plan - Growth Option NIFTY 50 TRI Equity: Mid Cap
CAGR since inception 14.52% 13.95% 21.06%
1 Year 43.08% 12.84% 32.91%
3 Year 27.47% 13.73% 23.47%
5 Year 30.40% 15.28% 26.40%
10 Year 19.25% 12.46% 17.10%
Nav / Index Value as on2024-12-22 8,270.64% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Cash & Cash Equivalents 2.67
Equity 97.33
Company Holding
DIXON TECHNOLOGIES (INDIA) LIMITED 4.02
LUPIN LIMITED 2.76
PB FINTECH LIMITED 2.75
THE FEDERAL BANK LIMITED 2.54
COFORGE LIMITED 2.51
SOLAR INDUSTRIES INDIA LIMITED 2.43
THE INDIAN HOTELS COMPANY LIMITED 2.4
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED 2.25
UNO MINDA LIMITED 2.04
BAJAJ HOUSING FINANCE LIMITED 1.96
FAQ's of Edelweiss Mid Cap Fund - Regular Plan - Growth Option
How do I use the SIP Calculator to calculate Edelweiss Mutual Fund ?

To calculate the Edelweiss Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

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4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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Edelweiss Mid Cap Fund - Regular Plan - Growth Option