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Edelweiss Mid Cap Direct Plan IDCW
+25.58%
3Y annualised
-0.25% 1D
NAV: 16 Mar '26
₹81.82
Min. for SIP
₹100
Fund size
₹14,355.22 Cr
Expense ratio
0.46%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,026 | -3.29% | |
| 3 years | ₹1,80,000 | ₹2,15,104 | +19.50% | |
| 5 years | ₹3,00,000 | ₹4,62,316 | +54.11% | |
| 10 years | ₹6,00,000 | ₹17,14,118 | +185.69% |
Holdings (88)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Marico Ltd. | Consumer Staples | Equity | 2.43% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 2.34% |
| The Federal Bank Ltd. | Financial | Equity | 2.33% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 2.27% |
| Indian Bank | Financial | Equity | 2.15% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 2.00% |
| IDFC First Bank Ltd. | Financial | Equity | 1.97% |
| Oil India Ltd. | Energy | Equity | 1.91% |
| AU Small Finance Bank Ltd. | Financial | Equity | 1.90% |
| JK Cement Ltd. | Construction | Equity | 1.76% |
| Solar Industries India Ltd. | Chemicals | Equity | 1.74% |
| BSE Ltd. | Services | Equity | 1.73% |
| Ashok Leyland Ltd. | Automobile | Equity | 1.71% |
| UNO Minda Ltd. | Automobile | Equity | 1.70% |
| Max Financial Services Ltd. | Financial | Equity | 1.68% |
| Torrent Power Ltd. | Energy | Equity | 1.67% |
| L&T Finance Ltd. | Financial | Equity | 1.65% |
| SRF Ltd. | Chemicals | Equity | 1.63% |
| Indus Towers Ltd. | Communication | Equity | 1.62% |
| Persistent Systems Ltd. | Technology | Equity | 1.61% |
| NMDC Ltd. | Metals & Mining | Equity | 1.59% |
| Sundaram Finance Ltd. | Financial | Equity | 1.58% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 1.58% |
| Lupin Ltd. | Healthcare | Equity | 1.55% |
| Jindal Stainless Ltd. | Metals & Mining | Equity | 1.54% |
| Coforge Ltd. | Technology | Equity | 1.54% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.54% |
| Kei Industries Ltd. | Capital Goods | Equity | 1.54% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 1.50% |
| Cummins India Ltd. | Capital Goods | Equity | 1.47% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 1.46% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.34% |
| Bharat Forge Ltd. | Automobile | Equity | 1.32% |
| PB Fintech Ltd. | Services | Equity | 1.31% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.28% |
| CreditAccess Grameen Ltd. | Financial | Equity | 1.28% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 1.27% |
| Canara Bank | Financial | Equity | 1.22% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.21% |
| Muthoot Finance Ltd. | Financial | Equity | 1.16% |
| Vishal Mega Mart Ltd. | Services | Equity | 1.16% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.14% |
| Karur Vysya Bank Ltd. | Financial | Equity | 1.08% |
| City Union Bank Ltd. | Financial | Equity | 1.07% |
| Endurance Technologies Ltd. | Automobile | Equity | 1.05% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 1.04% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.03% |
| Page Industries Ltd. | Textiles | Equity | 1.02% |
| Polycab India Ltd. | Capital Goods | Equity | 1.01% |
| Balkrishna Industries Ltd. | Automobile | Equity | 0.98% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 0.94% |
| Bharti Hexacom Ltd. | Communication | Equity | 0.88% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.86% |
| Bharat Dynamics Ltd. | Capital Goods | Equity | 0.85% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.84% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.83% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.82% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.82% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 0.77% |
| Vodafone Idea Ltd. | Communication | Equity | 0.74% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.73% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.72% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.69% |
| Bikaji Foods International Ltd. | Consumer Staples | Equity | 0.69% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 0.63% |
| Steel Authority Of India Ltd. | Metals & Mining | Equity | 0.62% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.57% |
| Sumitomo Chemical India Ltd. | Chemicals | Equity | 0.54% |
| Craftsman Automation Ltd. | Automobile | Equity | 0.52% |
| 360 One Wam Ltd. | Financial | Equity | 0.51% |
| Ather Energy Ltd. | Automobile | Equity | 0.50% |
| Dabur India Ltd. | Consumer Staples | Equity | 0.50% |
| Swiggy Ltd. | Services | Equity | 0.47% |
| Triveni Turbine Ltd. | Construction | Equity | 0.45% |
| KFin Technologies Ltd. | Financial | Equity | 0.45% |
| Ceat Ltd. | Automobile | Equity | 0.44% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 0.41% |
| HDB Financial Services Ltd. | Financial | Equity | 0.39% |
| Firstsource Solutions Ltd. | Services | Equity | 0.38% |
| Astral Ltd. | Chemicals | Equity | 0.31% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.30% |
| ITC Hotels Ltd. | Services | Equity | 0.30% |
| Oberoi Realty Ltd. | Construction | Equity | 0.23% |
| Hero Motocorp Ltd. | Automobile | Equity | 0.19% |
| Escorts Kubota Ltd. | Automobile | Equity | 0.12% |
| Wakefit Innovations Ltd. | Consumer Discretionary | Equity | 0.05% |
| Meesho Ltd. | Services | Equity | 0.03% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.01% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +25.6% | +20.7% | +20.1% | +20.8% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 3 | 4 | 1 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 90 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Edelweiss Mid Cap Direct Plan IDCW | +15.21% | +25.58% | 14,355.22 | |
Nippon India Growth Mid Cap Fund Direct IDCW | +16.52% | +25.34% | 43,982.51 | |
HDFC Mid Cap Fund Direct IDCW | +14.93% | +24.17% | 94,256.90 | |
Sundaram Mid Cap Fund Direct IDCW | +13.98% | +23.68% | 13,235.50 | |
Kotak Midcap Fund Direct IDCW | +14.51% | +20.56% | 61,694.40 | |
| Compare | ||||
Fund management
DBDhruv BhatiaOct 2024 - PresentView details
DB
Dhruv Bhatia
Oct 2024 - Present
View details
TBTrideep BhattacharyaOct 2021 - PresentView details
TB
Trideep Bhattacharya
Oct 2021 - Present
View details
RKRaj KoradiaAug 2024 - PresentView details
RK
Raj Koradia
Aug 2024 - Present
View details
About Edelweiss Mid Cap Direct Plan IDCW
Edelweiss Mid Cap Direct Plan IDCW is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008. Dhruv Bhatia is the Current Fund Manager of Edelweiss Mid Cap Direct Plan IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹1,70,941 Cr and the Latest NAV as of 16 Mar 2026 is ₹81.82.
The Edelweiss Mid Cap Direct Plan IDCW is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 1%, if redeemed within 90 days.
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Investment Objective
The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Mid Cap companies.
Fund benchmarkNIFTY Midcap 150 Total Return Index
Fund house
Rank (total assets)#15 in India
Total AUM₹1,70,941.27 Cr
Date of Incorporation30 Apr 2008
Launch Date30 Apr 2008
AddressEdelweiss HouseOff C.S.T. Road,Kalina Mumbai 400098
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,