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Edelweiss Mid Cap Direct Plan Growth-0.84%

86.34%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Edelweiss Mid Cap Direct Plan Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio0.93%
NAV₹44.60 (12 May 2021)
Fund Started01 Jan 2013
Fund Size1,246 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
86.3%
12.6%
18.1%
18.7%
Category Average
67.4%
8.2%
13.7%
-
Rank Within Category
9
9
4
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 86.3% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.93%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity4.8%
Shriram Transport Finance Co. Ltd.FinancialEquity3.7%
Mphasis Ltd.TechnologyEquity3.4%
Federal Bank Ltd.FinancialEquity3.4%
JK Cement LtdConstructionEquity3.2%
Dalmia Bharat Ltd.ConstructionEquity2.9%
Gujarat Gas Ltd.ChemicalsEquity2.8%
Apollo Hospitals Enterprise Ltd.HealthcareEquity2.6%
Jindal Steel & Power Ltd.MetalsEquity2.6%
Ashok Leyland Ltd.AutomobileEquity2.3%
See All

Fund Managers

Harshad Patwardhan
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Edelweiss Mid Cap Direct Plan Growth Details

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 01 Jan 2013. Harshad Patwardhan is the Current Fund Manager of Edelweiss Mid Cap Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,246 Cr and the Latest NAV as of 12 May 2021 is ₹44.60.

The Edelweiss Mid Cap Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 12 months

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.

Tax Implications

Returns 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.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹500
Min for Second Investment
Exit load of 1% if redeemed within 12 months
Exit Load

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About Edelweiss Mutual Fund

Address
Tower 3, Wing B, Ground Floor, Kohinoor City Mall, Kohinoor City, Kirol Road, Kurla(W), Mumbai 400070
Phone
+91 22 40979900
Launch Date
30 Apr 2008
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,
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