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Edelweiss Mid Cap Direct Plan Growth
Equity
Mid Cap
Very High Risk
+27.18%
3Y annualised
-0.49% 1D
NAV: 19 Jan '26
₹120.22
Min. SIP amount
₹100
Fund size
₹13,650.47 Cr
Expense ratio
0.40%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹63,384 | +5.64% | |
| 3 years | ₹1,80,000 | ₹2,39,821 | +33.23% | |
| 5 years | ₹3,00,000 | ₹5,12,223 | +70.74% | |
| 10 years | ₹6,00,000 | ₹18,85,756 | +214.29% |
Holdings (89)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Persistent Systems Ltd. | Technology | Equity | 2.93% |
| Coforge Ltd. | Technology | Equity | 2.43% |
| Marico Ltd. | Consumer Staples | Equity | 2.39% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 2.24% |
| BSE Ltd. | Services | Equity | 2.21% |
| The Federal Bank Ltd. | Financial | Equity | 2.15% |
| PB Fintech Ltd. | Services | Equity | 2.09% |
| IDFC First Bank Ltd. | Financial | Equity | 2.05% |
| UNO Minda Ltd. | Automobile | Equity | 1.89% |
| Indian Bank | Financial | Equity | 1.88% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.82% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.77% |
| Cummins India Ltd. | Capital Goods | Equity | 1.76% |
| Jindal Stainless Ltd. | Metals & Mining | Equity | 1.72% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.71% |
| AU Small Finance Bank Ltd. | Financial | Equity | 1.68% |
| NMDC Ltd. | Metals & Mining | Equity | 1.67% |
| SRF Ltd. | Chemicals | Equity | 1.64% |
| Solar Industries India Ltd. | Chemicals | Equity | 1.62% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 1.61% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 1.60% |
| Lupin Ltd. | Healthcare | Equity | 1.59% |
| Max Financial Services Ltd. | Financial | Equity | 1.59% |
| Sundaram Finance Ltd. | Financial | Equity | 1.59% |
| Ashok Leyland Ltd. | Automobile | Equity | 1.49% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.41% |
| Muthoot Finance Ltd. | Financial | Equity | 1.39% |
| Kei Industries Ltd. | Capital Goods | Equity | 1.37% |
| Vishal Mega Mart Ltd. | Services | Equity | 1.37% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 1.35% |
| Canara Bank | Financial | Equity | 1.23% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 1.22% |
| Page Industries Ltd. | Textiles | Equity | 1.20% |
| L&T Finance Ltd. | Financial | Equity | 1.19% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.18% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 1.18% |
| JK Cement Ltd. | Construction | Equity | 1.15% |
| CreditAccess Grameen Ltd. | Financial | Equity | 1.12% |
| City Union Bank Ltd. | Financial | Equity | 1.12% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.10% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.10% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.09% |
| Endurance Technologies Ltd. | Automobile | Equity | 1.08% |
| Swiggy Ltd. | Services | Equity | 1.07% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 1.06% |
| Oil India Ltd. | Energy | Equity | 1.06% |
| Bharat Forge Ltd. | Automobile | Equity | 1.03% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 1.02% |
| Bharti Hexacom Ltd. | Communication | Equity | 1.00% |
| Prestige Estates Projects Ltd. | Construction | Equity | 0.99% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.94% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.94% |
| Karur Vysya Bank Ltd. | Financial | Equity | 0.88% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.88% |
| KFin Technologies Ltd. | Financial | Equity | 0.85% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.83% |
| HDB Financial Services Ltd. | Financial | Equity | 0.83% |
| Escorts Kubota Ltd. | Automobile | Equity | 0.83% |
| Bikaji Foods International Ltd. | Consumer Staples | Equity | 0.80% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.76% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.73% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.71% |
| Vodafone Idea Ltd. | Communication | Equity | 0.70% |
| Indus Towers Ltd. | Communication | Equity | 0.69% |
| Sumitomo Chemical India Ltd. | Chemicals | Equity | 0.67% |
| Mphasis Ltd. | Technology | Equity | 0.66% |
| Ceat Ltd. | Automobile | Equity | 0.63% |
| Firstsource Solutions Ltd. | Services | Equity | 0.58% |
| Bharat Dynamics Ltd. | Capital Goods | Equity | 0.57% |
| Ather Energy Ltd. | Automobile | Equity | 0.56% |
| Torrent Power Ltd. | Energy | Equity | 0.55% |
| 360 One Wam Ltd. | Financial | Equity | 0.53% |
| Polycab India Ltd. | Capital Goods | Equity | 0.53% |
| Craftsman Automation Ltd. | Automobile | Equity | 0.52% |
| Godrej Properties Ltd. | Construction | Equity | 0.49% |
| Hero Motocorp Ltd. | Automobile | Equity | 0.49% |
| Triveni Turbine Ltd. | Construction | Equity | 0.48% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 0.47% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 0.43% |
| Mazagon Dock Shipbuilders Ltd. | Capital Goods | Equity | 0.36% |
| Balkrishna Industries Ltd. | Automobile | Equity | 0.34% |
| ITC Hotels Ltd. | Services | Equity | 0.31% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.30% |
| Oberoi Realty Ltd. | Construction | Equity | 0.27% |
| Steel Authority Of India Ltd. | Metals & Mining | Equity | 0.24% |
| Meesho Ltd. | Services | Equity | 0.10% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 0.07% |
| Wakefit Innovations Ltd. | Consumer Discretionary | Equity | 0.06% |
| 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 | +27.2% | +24.9% | +20.7% | +21.7% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 2 | 3 | 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 Growth | +8.46% | +27.18% | 13,650.47 | |
WhiteOak Capital Mid Cap Fund Direct Growth | +11.80% | +27.07% | 4,447.55 | |
HDFC Mid Cap Fund Direct Growth | +12.32% | +26.02% | 92,641.55 | |
Motilal Oswal Midcap Fund Direct Growth | -2.75% | +25.41% | 36,880.18 | |
JM Midcap Fund Direct Growth | +1.92% | +25.05% | 1,178.20 | |
| 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 Growth
Edelweiss Mid Cap Direct Plan Growth 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,68,087 Cr and the Latest NAV as of 19 Jan 2026 is ₹120.22.
The Edelweiss Mid Cap Direct Plan Growth 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₹1,68,086.73 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,