Fund Details
Edelweiss Mid Cap Fund Regular Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.22% |
| NAV | ₹38.82 (13 Apr 2021) |
|---|---|
| Fund Started | 26 Dec 2007 |
| Fund Size | ₹1,215 Cr |
Returns
Comparison
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
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Cholamandalam Investment & Finance Co. Ltd. | Financial | Equity | 4.7% |
| Federal Bank Ltd. | Financial | Equity | 3.8% |
| Dixon Technologies (India) Ltd. | Engineering | Equity | 3.4% |
| Mphasis Ltd. | Technology | Equity | 3.0% |
| JK Cement Ltd | Construction | Equity | 3.0% |
| Shriram Transport Finance Co. Ltd. | Financial | Equity | 2.9% |
| SRF Ltd. | Diversified | Equity | 2.9% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 2.9% |
| Gujarat Gas Ltd. | Chemicals | Equity | 2.6% |
| Ashok Leyland Ltd. | Automobile | Equity | 2.5% |
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 ₹1,215 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.
