How to Invest in Edelweiss Mid Cap Direct Plan IDCW?

You can easily invest in Edelweiss Mid Cap Direct Plan IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Edelweiss Mid Cap Direct Plan IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Edelweiss Mid Cap Direct Plan IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Edelweiss Mid Cap Direct Plan IDCW provide?

The Edelweiss Mid Cap Direct Plan IDCW has been there from 01 Jan 2013 and the average annual returns provided by this fund is 4.31% since its inception.

How much expense ratio is charged by Edelweiss Mid Cap Direct Plan IDCW?

The term Expense Ratio used for Edelweiss Mid Cap Direct Plan IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Edelweiss Mid Cap Direct Plan IDCW is 0.57% as of 31 Mar 2023...

What is the AUM of Edelweiss Mid Cap Direct Plan IDCW?

The AUM, short for Assets Under Management of Edelweiss Mid Cap Direct Plan IDCW is ₹2,530.97Cr as of 31 Mar 2023.

How to Redeem Edelweiss Mid Cap Direct Plan IDCW?

If you want to sell your Edelweiss Mid Cap Direct Plan IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Edelweiss Mid Cap Direct Plan IDCW?

You can select either SIP or Lumpsum investment of Edelweiss Mid Cap Direct Plan IDCW based on your investment objective and risk tolerance.

What is the NAV of Edelweiss Mid Cap Direct Plan IDCW?

The NAV of Edelweiss Mid Cap Direct Plan IDCW is ₹41.49 as of 29 Mar 2023.

What is the PE and PB ratio of Edelweiss Mid Cap Direct Plan IDCW?

The PE ratio ratio of Edelweiss Mid Cap Direct Plan IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Edelweiss Mid Cap Direct Plan IDCW - NAV, Mutual Fund Performance & Portfolio

Edelweiss Mid Cap Direct Plan IDCW
Equity
Mid Cap
Very High Risk
Payout
38.15%
3Y annualised
+1.67% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 29 Mar 2023₹41.49
Min. SIP amount₹500
Rating4
Fund size₹2,530.97Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.3%38.1%13.8%19.4%
Category average1.2%32.8%11.0%NA
Rank with in category648NA
Understand terms
Holdings (52)NameSectorInstrumentAssets
Cummins India Ltd.Capital GoodsEquity6.0%
The Federal Bank Ltd.FinancialEquity5.0%
Persistent Systems Ltd.TechnologyEquity5.0%
ABB India Ltd.Capital GoodsEquity3.8%
Indian BankFinancialEquity3.6%
Trent Ltd.ServicesEquity3.1%
Navin Fluorine International Ltd.ChemicalsEquity2.9%
City Union Bank Ltd.FinancialEquity2.9%
Kajaria Ceramics Ltd.ConstructionEquity2.8%
Ashok Leyland Ltd.AutomobileEquity2.7%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
28 Feb 2023 - Present
0.57%
31 Jan 2023 - 28 Feb 2023
0.55%
31 Dec 2022 - 31 Jan 2023
0.47%
31 Dec 2022 - 31 Dec 2022
0.47%
30 Nov 2022 - 31 Dec 2022
0.48%
30 Nov 2022 - 30 Nov 2022
0.48%
30 Nov 2022 - 30 Nov 2022
0.48%
31 Oct 2022 - 30 Nov 2022
0.49%
31 Oct 2022 - 31 Oct 2022
0.49%
31 Oct 2022 - 31 Oct 2022
0.49%
30 Sep 2022 - 31 Oct 2022
0.49%
30 Sep 2022 - 30 Sep 2022
0.49%
30 Sep 2022 - 30 Sep 2022
0.49%
31 Aug 2022 - 30 Sep 2022
0.50%
31 Aug 2022 - 31 Aug 2022
0.50%
31 Jul 2022 - 31 Aug 2022
0.52%
31 Jul 2022 - 31 Jul 2022
0.52%
30 Jun 2022 - 31 Jul 2022
0.55%
30 Jun 2022 - 30 Jun 2022
0.55%
31 May 2022 - 30 Jun 2022
0.57%
31 May 2022 - 31 May 2022
0.57%
30 Apr 2022 - 31 May 2022
0.60%
30 Apr 2022 - 30 Apr 2022
0.60%
31 Mar 2022 - 30 Apr 2022
0.46%
31 Mar 2022 - 31 Mar 2022
0.46%
28 Feb 2022 - 31 Mar 2022
0.51%
28 Feb 2022 - 28 Feb 2022
0.51%
31 Jan 2022 - 28 Feb 2022
0.51%
31 Dec 2021 - 31 Jan 2022
0.54%
30 Nov 2021 - 31 Dec 2021
0.59%
31 Oct 2021 - 30 Nov 2021
0.61%
30 Sep 2021 - 31 Oct 2021
0.63%
31 Aug 2021 - 30 Sep 2021
0.64%
31 Jul 2021 - 31 Aug 2021
0.64%
30 Jun 2021 - 31 Jul 2021
0.66%
31 May 2021 - 30 Jun 2021
0.69%
30 Apr 2021 - 31 May 2021
0.71%
31 Mar 2021 - 30 Apr 2021
0.93%
28 Feb 2021 - 31 Mar 2021
0.94%
31 Jan 2021 - 28 Feb 2021
0.77%
31 Dec 2020 - 31 Jan 2021
0.80%
30 Nov 2020 - 31 Dec 2020
0.74%
31 Oct 2020 - 30 Nov 2020
0.71%
30 Sep 2020 - 31 Oct 2020
0.67%
31 Aug 2020 - 30 Sep 2020
0.61%
31 Jul 2020 - 31 Aug 2020
0.64%
30 Jun 2020 - 31 Jul 2020
0.65%
31 May 2020 - 30 Jun 2020
0.68%
30 Apr 2020 - 31 May 2020
0.67%
31 Mar 2020 - 30 Apr 2020
0.65%
29 Feb 2020 - 31 Mar 2020
0.63%
31 Jan 2020 - 29 Feb 2020
0.58%
31 Dec 2019 - 31 Jan 2020
0.60%
30 Nov 2019 - 31 Dec 2019
0.60%
31 Oct 2019 - 30 Nov 2019
0.60%
30 Sep 2019 - 31 Oct 2019
0.66%
31 Aug 2019 - 30 Sep 2019
0.68%
31 Jul 2019 - 31 Aug 2019
0.68%
30 Jun 2019 - 31 Jul 2019
0.67%
31 May 2019 - 30 Jun 2019
0.73%
30 Apr 2019 - 31 May 2019
0.74%
31 Mar 2019 - 30 Apr 2019
0.69%
28 Feb 2019 - 31 Mar 2019
0.74%
31 Jan 2019 - 28 Feb 2019
0.74%
31 Dec 2018 - 31 Jan 2019
0.80%
30 Nov 2018 - 31 Dec 2018
0.81%
31 Oct 2018 - 30 Nov 2018
0.83%
30 Sep 2018 - 31 Oct 2018
0.91%
31 Aug 2018 - 30 Sep 2018
1.13%
31 Jul 2018 - 31 Aug 2018
1.15%
30 Jun 2018 - 31 Jul 2018
1.18%
31 May 2018 - 30 Jun 2018
1.05%
30 Apr 2018 - 31 May 2018
1.03%
31 Mar 2018 - 30 Apr 2018
1.04%
28 Feb 2018 - 31 Mar 2018
1.04%
31 Jan 2018 - 28 Feb 2018
1.04%
31 Dec 2017 - 31 Jan 2018
1.05%
30 Nov 2017 - 31 Dec 2017
1.45%
31 Oct 2017 - 30 Nov 2017
1.88%
Expense ratio, exit load and taxExpense ratio: 0.57%Inclusive of GST
Exit loadExit load of 1% if redeemed within 12 months
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹500
Min. for SIP₹500
Fund managementSahil Shah
Dec 2021 - Present
View details
Also manages these schemes
Edelweiss Mid Cap Fund Regular Growth
Edelweiss Mid Cap Fund Regular IDCW
Edelweiss Mid Cap Direct Plan IDCW
Edelweiss Mid Cap Direct Plan Growth
Edelweiss Small Cap Fund Regular Growth
Edelweiss Small Cap Fund Regular IDCW
Edelweiss Small Cap Fund Direct Growth
Edelweiss Small Cap Fund Direct IDCW
Trideep Bhattacharya
Oct 2021 - Present
View details
Education
Mr. Bhattacharya is a B.Tech (Electrical Engineer), MBA (Finance)
Experience
Prior to joining Edelweiss Asset Management Limited he has worked with Axis Mutual Fund, State Street Global Advisors, UBS Global Asset Management and Kotak Securities.
Also manages these schemes
Edelweiss Long Term Equity Fund (Tax Savings) Regular Growth
Edelweiss Long Term Equity Fund (Tax Savings) Regular IDCW
Edelweiss Long Term Equity Fund (Tax Savings) Direct IDCW
Edelweiss Long Term Equity Fund (Tax Savings) Direct Growth
Edelweiss Large & Mid Cap Fund Regular Growth
Edelweiss Large & Mid Cap Fund Regular IDCW
Edelweiss Large & Mid Cap Direct Plan IDCW
Edelweiss Large & Mid Cap Direct Plan Growth
Edelweiss Mid Cap Fund Regular Growth
Edelweiss Mid Cap Fund Regular IDCW
Edelweiss Mid Cap Direct Plan IDCW
Edelweiss Mid Cap Direct Plan Growth
Edelweiss Flexi Cap Fund Direct Growth
Edelweiss Flexi Cap Fund Direct IDCW
Edelweiss Flexi Cap Fund Regular Growth
Edelweiss Flexi Cap Fund Regular IDCW
Edelweiss Small Cap Fund Regular Growth
Edelweiss Small Cap Fund Regular IDCW
Edelweiss Small Cap Fund Direct Growth
Edelweiss Small Cap Fund Direct IDCW
Edelweiss Focused Equity Fund Direct Growth
Edelweiss Focused Equity Fund Regular Growth
Edelweiss Focused Equity Fund Direct IDCW
Edelweiss Focused Equity Fund Regular IDCW
Fund house & investment objective
Edelweiss Mutual Fund
Rank (total assets)#15 in India
Total AUM₹78,127.92Cr
Date of Incorporation30 Apr 2008
 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. Harshad Patwardhan is the Current Fund Manager of Edelweiss Mid Cap Direct Plan IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹78,128 Cr and the Latest NAV as of 29 Mar 2023 is ₹41.49.
The Edelweiss Mid Cap Direct Plan IDCW is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load of 1% if redeemed within 12 months
;
Investment ObjectiveThe 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
Scheme Information Document(SID)
Fund house contact details
Address
801- 802 & 803 - 8th Floor,Windsor Off C.S.T. Road,Kalina-Santacruz (E), Mumbai 400098
Phone
40933400 / 1800-425-0090
Launch Date
30 Apr 2008
E-mail
[email protected]
Website
NA
Edelweiss Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Edelweiss Mid Cap Direct Plan IDCW
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	4.3%	38.1%	13.8%	19.4%
Category average	1.2%	32.8%	11.0%	NA
Rank with in category	6	4	8	NA

Name	Sector	Instrument	Assets
Cummins India Ltd.	Capital Goods	Equity	6.0%
The Federal Bank Ltd.	Financial	Equity	5.0%
Persistent Systems Ltd.	Technology	Equity	5.0%
ABB India Ltd.	Capital Goods	Equity	3.8%
Indian Bank	Financial	Equity	3.6%
Trent Ltd.	Services	Equity	3.1%
Navin Fluorine International Ltd.	Chemicals	Equity	2.9%
City Union Bank Ltd.	Financial	Equity	2.9%
Kajaria Ceramics Ltd.	Construction	Equity	2.8%
Ashok Leyland Ltd.	Automobile	Equity	2.7%

Rank (total assets)	#15 in India
Total AUM	₹78,127.92Cr

Date of Incorporation	30 Apr 2008

Fund benchmark	NIFTY Midcap 150 Total Return Index

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Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹500

Rating	4
Fund size	₹2,530.97Cr

Edelweiss Mid Cap Direct Plan IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (52)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.57%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Sahil ShahDec 2021 - PresentView details

Trideep BhattacharyaOct 2021 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Sahil Shah
Dec 2021 - Present
View details

Trideep Bhattacharya
Oct 2021 - Present
View details