Edelweiss Mid Cap Fund Regular Dividend-0.23%

7.14%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Edelweiss Mid Cap Fund Regular Dividend

RiskHigh
Min SIP Amount₹500
Expense Ratio2.25%
NAV19.08 (29 Oct 2020)
Fund Started26 Dec 2007
Fund Size933 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Edelweiss Mid Cap Fund Regular Dividend
7.1%
1.6%
8.0%
8.5%
Category Average
6.7%
0.5%
7.3%
-
Rank within category
14
8
7
-
*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
    0
    with 7.1% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    4. Age is more than 10 years
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 3Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark
    4. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    PI Industries Ltd.ChemicalsEquity4.9%
    Ipca Laboratories Ltd.HealthcareEquity4.7%
    Jubilant FoodWorks Ltd.ServicesEquity3.7%
    Escorts Ltd.AutomobileEquity3.3%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity3.2%
    Coromandel International Ltd.ChemicalsEquity3.2%
    Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity3.1%
    SRF Ltd.DiversifiedEquity3.0%
    Mphasis Ltd.TechnologyEquity3.0%
    Max Financial Services Ltd.FinancialEquity2.9%
    See All

    Fund Managers

    addHarshad Patwardhan
    Education
    Mr. Patwardhan is B.Tech from IIT, MBA from IIM and CFA.
    Experience
    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

    Edelweiss Mid Cap Fund Regular Dividend Details

    Edelweiss Mid Cap Fund Regular Dividend is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 26 Dec 2007. Harshad Patwardhan is the Current Fund Manager of Edelweiss Mid Cap Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹933 Cr and the Latest NAV as of 29 Oct 2020 is ₹19.08.

    The Edelweiss Mid Cap Fund Regular Dividend is rated 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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