Edelweiss Mid Cap Direct Plan-Growth-1.08%

3Groww
-4.67%
1 Year Return
Equity
Mid Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Edelweiss Mid Cap Direct Plan-Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio0.67%
NAV27.4 (18 Jul 2019)
Fund Started01 Jan 2013
Fund Size916 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Edelweiss Mid Cap Direct Plan-Growth
-4.7%
9.5%
14.7%
18.3%
Category Average
-2.7%
11.2%
NA
-
Rank within category
14
11
8
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -4.7% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    4. 3Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    FinancialEquity4.9%
    FinancialEquity4.6%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity3.9%
    Apollo Hospitals Enterprise Ltd.HealthcareEquity3.8%
    Indian Hotels Co. Ltd.ServicesEquity3.2%
    ServicesEquity2.9%
    FinancialEquity2.8%
    ChemicalsEquity2.6%
    Aarti Industries Ltd.ChemicalsEquity2.6%
    Cons DurableEquity2.4%
    See All

    Fund Managers

    addHarshad Patwardhan
    Education
    Mr. Patwardhan is B.Tech from IIT, MBA from IIM and CFA.
    Experience
    Mr. Patwardhan has an overall work experience of over 23 years in the investment management function and has joined Edelweiss AMC as Chief Investment Officer - Equity and a key personnel. Prior to joining Edelweiss AMC, he was associated with JPMorgan Asset Management India Private Limited since June 2006 as CIO-Equities. Prior to that Mr. Patwardhan worked for two years with Deutsche Equities India Private Limited as a senior research analyst and has had extensive experience with several foreign brokerage houses covering a variety of sectors.
    Funds Managed

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    About Edelweiss Mutual Fund

    Edelweiss Mutual Fund started their mutual fund on 30/04/2008 and its managing total assets of Rs. 9,570 Cr. Its ranked at 26 as per total assets at end of 30th Sep 2017.

    Edelweiss Mutual Fund is a fiduciary business of Edelweiss Group. The main aim of Edelweiss Mutual Fund is to provide excellent investment services to all its investors and they believe in setting high moral ethics for the business. They also want to set up a disciplined approach of investing for all its customers.

    The asset management company follows a process oriented approach, which ultimately helps investors reach their financial goal. What works in the AMC's favor is their asset management team which is highly experienced and follows a research based methodology, when it comes to investing.

    The fund house offers a bouquet of mutual funds ranging across various categories like equity, debt and hybrid and invests in various market capitalization. This approach caters to the needs of all its customers with different investment styles.

    Address
    Tower 3, Wing B, Ground Floor, Kohinoor City Mall, Kohinoor City, Kirol Road, Kurla(W), Mumbai 400070
    Phone
    +91 22 40979900
    Launch Date
    29 Apr 2008
    Edelweiss Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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