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Edelweiss Mid Cap Fund Regular Growth-1.11%

27.18%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Edelweiss Mid Cap Fund Regular Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio2.23%
NAV₹36.10 (21 Jan 2021)
Fund Started26 Dec 2007
Fund Size1,057 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
27.2%
5.1%
15.7%
10.1%
Category Average
24.1%
5.1%
14.3%
-
Rank Within Category
6
10
4
-
*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 27.2% returns per annum

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
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
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
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity4.6%
PI Industries Ltd.ChemicalsEquity4.5%
Ipca Laboratories Ltd.HealthcareEquity3.6%
SRF Ltd.DiversifiedEquity3.4%
Federal Bank Ltd.FinancialEquity3.3%
Escorts Ltd.AutomobileEquity3.2%
Dixon Technologies (India) Ltd.EngineeringEquity3.2%
Coromandel International Ltd.ChemicalsEquity3.1%
Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity3.0%
City Union Bank Ltd.FinancialEquity2.9%
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 ₹1,057 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.

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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