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Edelweiss Mid Cap Fund Regular Growth-5.09%

76.79%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Edelweiss Mid Cap Fund Regular Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio2.22%
NAV₹38.82 (13 Apr 2021)
Fund Started26 Dec 2007
Fund Size1,215 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
76.8%
8.7%
15.6%
10.1%
Category Average
72.4%
8.8%
14.5%
-
Rank Within Category
12
11
7
-
*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 76.8% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
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
5. 10Y Returns are higher than the category average returns
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity4.7%
Federal Bank Ltd.FinancialEquity3.8%
Dixon Technologies (India) Ltd.EngineeringEquity3.4%
Mphasis Ltd.TechnologyEquity3.0%
JK Cement LtdConstructionEquity3.0%
Shriram Transport Finance Co. Ltd.FinancialEquity2.9%
SRF Ltd.DiversifiedEquity2.9%
Apollo Hospitals Enterprise Ltd.HealthcareEquity2.9%
Gujarat Gas Ltd.ChemicalsEquity2.6%
Ashok Leyland Ltd.AutomobileEquity2.5%
See All

Fund Managers

Harshad Patwardhan
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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 ₹1,215 Cr and the Latest NAV as of 13 Apr 2021 is ₹38.82.

The Edelweiss Mid Cap Fund Regular 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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