Fund Details
Edelweiss Mid Cap Direct Plan Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.93% |
| NAV | ₹44.60 (12 May 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹1,246 Cr |
Returns
Comparison
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
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Cholamandalam Investment & Finance Co. Ltd. | Financial | Equity | 4.8% |
| Shriram Transport Finance Co. Ltd. | Financial | Equity | 3.7% |
| Mphasis Ltd. | Technology | Equity | 3.4% |
| Federal Bank Ltd. | Financial | Equity | 3.4% |
| JK Cement Ltd | Construction | Equity | 3.2% |
| Dalmia Bharat Ltd. | Construction | Equity | 2.9% |
| Gujarat Gas Ltd. | Chemicals | Equity | 2.8% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 2.6% |
| Jindal Steel & Power Ltd. | Metals | Equity | 2.6% |
| Ashok Leyland Ltd. | Automobile | Equity | 2.3% |
Fund Managers
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.
