Fund Details
Edelweiss Mid Cap Fund Regular Growth
| Risk | High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.23% |
| NAV | ₹36.10 (21 Jan 2021) |
|---|---|
| Fund Started | 26 Dec 2007 |
| Fund Size | ₹1,057 Cr |
Returns
Comparison
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
5. 1Y Returns are higher than the category average returns
6. 3Y Returns are higher than the category average returns
7. 5Y Returns are higher than the category average returns
8. 10Y Returns are higher than the category average returns
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Cholamandalam Investment & Finance Co. Ltd. | Financial | Equity | 4.6% |
| PI Industries Ltd. | Chemicals | Equity | 4.5% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 3.6% |
| SRF Ltd. | Diversified | Equity | 3.4% |
| Federal Bank Ltd. | Financial | Equity | 3.3% |
| Escorts Ltd. | Automobile | Equity | 3.2% |
| Dixon Technologies (India) Ltd. | Engineering | Equity | 3.2% |
| Coromandel International Ltd. | Chemicals | Equity | 3.1% |
| Crompton Greaves Consumer Electricals Ltd. | Cons Durable | Equity | 3.0% |
| City Union Bank Ltd. | Financial | Equity | 2.9% |
Fund Managers
Edelweiss Mid Cap Fund Regular Growth Details
Edelweiss Mid Cap Fund Regular Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,057 Cr and the Latest NAV as of 21 Jan 2021 is ₹36.10.
The Edelweiss Mid Cap Fund Regular Growth 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.
