Edelweiss Mid Cap Fund Growth

Edelweiss Mid Cap Fund Growth

+24.29%
3Y annualised
-0.25% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 15 May '26
₹104.40
Min. for SIP
₹100
Fund size (AUM)
₹15,910.69 Cr
Expense ratio
2.31%
Rating
5

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,901
+3.17%
3 years₹1,80,000₹2,20,978
+22.77%
5 years₹3,00,000₹4,70,820
+56.94%
10 years₹6,00,000₹16,72,940
+178.82%

Holdings (90)

NameSectorInstrumentsAssets
Multi Commodity Exchange Of India Ltd.ServicesEquity3.15%
The Federal Bank Ltd.FinancialEquity2.88%
BSE Ltd.ServicesEquity2.65%
AU Small Finance Bank Ltd.FinancialEquity2.22%
Marico Ltd.Consumer StaplesEquity2.15%
Fortis Healthcare Ltd.HealthcareEquity2.08%
Solar Industries India Ltd.ChemicalsEquity1.86%
Bharat Heavy Electricals Ltd.Capital GoodsEquity1.73%
Indian BankFinancialEquity1.73%
Torrent Power Ltd.EnergyEquity1.73%
IDFC First Bank Ltd.FinancialEquity1.68%
NMDC Ltd.Metals & MiningEquity1.65%
APL Apollo Tubes Ltd.Metals & MiningEquity1.58%
JK Cement Ltd.ConstructionEquity1.54%
Radico Khaitan Ltd.Consumer StaplesEquity1.53%
Persistent Systems Ltd.TechnologyEquity1.53%
L&T Finance Ltd.FinancialEquity1.52%
Bharat Forge Ltd.AutomobileEquity1.51%
UNO Minda Ltd.AutomobileEquity1.49%
City Union Bank Ltd.FinancialEquity1.49%
Cummins India Ltd.Capital GoodsEquity1.48%
Coforge Ltd.TechnologyEquity1.46%
Indus Towers Ltd.CommunicationEquity1.45%
Lupin Ltd.HealthcareEquity1.45%
HDFC Asset Management Company Ltd.FinancialEquity1.43%
GE Vernova T&D India LtdCapital GoodsEquity1.40%
SRF Ltd.ChemicalsEquity1.38%
Jindal Stainless Ltd.Metals & MiningEquity1.38%
Kei Industries Ltd.Capital GoodsEquity1.37%
Max Financial Services Ltd.FinancialEquity1.37%
PB Fintech Ltd.ServicesEquity1.36%
Ashok Leyland Ltd.AutomobileEquity1.35%
Ipca Laboratories Ltd.HealthcareEquity1.32%
Max Healthcare Institute Ltd.HealthcareEquity1.31%
CreditAccess Grameen Ltd.FinancialEquity1.23%
Sundaram Finance Ltd.FinancialEquity1.22%
The Phoenix Mills Ltd.ConstructionEquity1.14%
Vishal Mega Mart Ltd.ServicesEquity1.13%
Muthoot Finance Ltd.FinancialEquity1.11%
Karur Vysya Bank Ltd.FinancialEquity1.09%
Bharat Electronics Ltd.Capital GoodsEquity1.09%
Jubilant FoodWorks Ltd.ServicesEquity1.09%
Page Industries Ltd.TextilesEquity1.09%
Billionbrains Garage Ventures Ltd.FinancialEquity1.08%
JSW Energy Ltd.Capital GoodsEquity1.02%
Polycab India Ltd.Capital GoodsEquity1.02%
Steel Authority Of India Ltd.Metals & MiningEquity1.02%
Canara BankFinancialEquity0.98%
LG Electronics India Ltd.Consumer DiscretionaryEquity0.97%
Oil India Ltd.EnergyEquity0.90%
Endurance Technologies Ltd.AutomobileEquity0.86%
Balkrishna Industries Ltd.AutomobileEquity0.83%
Hindustan Petroleum Corporation Ltd.EnergyEquity0.82%
Prestige Estates Projects Ltd.ConstructionEquity0.82%
Navin Fluorine International Ltd.ChemicalsEquity0.81%
Hitachi Energy India Ltd.Capital GoodsEquity0.78%
Vodafone Idea Ltd.CommunicationEquity0.77%
Blue Star Ltd.Consumer DiscretionaryEquity0.76%
Edelweiss Liquid Super Institutional Direct-Growth--Mutual Fund0.75%
The Indian Hotels Company Ltd.ServicesEquity0.75%
Schaeffler India Ltd.Capital GoodsEquity0.73%
Ajanta Pharma Ltd.HealthcareEquity0.70%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.69%
TVS Motor Company Ltd.AutomobileEquity0.69%
Bikaji Foods International Ltd.Consumer StaplesEquity0.68%
Mankind Pharma Ltd.HealthcareEquity0.65%
Ather Energy Ltd.AutomobileEquity0.62%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity0.61%
Bharti Hexacom Ltd.CommunicationEquity0.60%
ICICI Prudential Asset Management Company Ltd.FinancialEquity0.60%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity0.60%
Sumitomo Chemical India Ltd.ChemicalsEquity0.53%
Craftsman Automation Ltd.AutomobileEquity0.50%
Bharat Dynamics Ltd.Capital GoodsEquity0.49%
Triveni Turbine Ltd.ConstructionEquity0.48%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity0.47%
360 One Wam Ltd.FinancialEquity0.44%
National Aluminium Company Ltd.Metals & MiningEquity0.43%
Supreme Industries Ltd.ChemicalsEquity0.43%
Dabur India Ltd.Consumer StaplesEquity0.39%
Swiggy Ltd.ServicesEquity0.38%
Astral Ltd.ChemicalsEquity0.37%
Firstsource Solutions Ltd.ServicesEquity0.35%
ITC Hotels Ltd.ServicesEquity0.26%
Oberoi Realty Ltd.ConstructionEquity0.24%
Ceat Ltd.AutomobileEquity0.24%
Hero Motocorp Ltd.AutomobileEquity0.15%
Wakefit Innovations Ltd.Consumer DiscretionaryEquity0.04%
Meesho Ltd.ServicesEquity0.03%
KFin Technologies Ltd.FinancialEquity0.01%
See All

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+24.3%+21.0%+18.7%+13.6%
Category average (Equity Mid Cap)+21.6%+21.5%+16.0%--
Rank (Equity Mid Cap)652--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 90 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
WhiteOak Capital Mid Cap Fund Growth
WhiteOak Capital Mid Cap Fund Growth
+12.17%+25.27%5,293.04
Edelweiss Mid Cap Fund Growth
Edelweiss Mid Cap Fund Growth
+7.95%+24.29%15,910.69
Nippon India Growth Mid Cap Fund Growth
Nippon India Growth Mid Cap Fund Growth
+9.18%+24.27%45,820.33
Sundaram Mid Cap Fund Growth
Sundaram Mid Cap Fund Growth
+7.33%+23.08%13,378.01
HDFC Mid Cap Fund Growth
HDFC Mid Cap Fund Growth
+6.55%+22.76%94,744.72
Compare

Fund management

TB
Trideep Bhattacharya
Oct 2021 - Present
View details

Education
Mr. Bhattacharya is a B.Tech (Electrical Engineer), MBA (Finance)
Experience
Prior to joining Edelweiss Asset Management Limited he has worked with Axis Mutual Fund, State Street Global Advisors, UBS Global Asset Management and Kotak Securities.

RK
Raj Koradia
Aug 2024 - Present
View details

Education
Mr. Koradia has done B.Com and CA
Experience
Prior to joining Edelweiss Mutual Fund, he has worked with First Voyager Advisors, Optimum Infosystem Private Limited, Morgan Stanley and Edelweiss Securities

DB
Dhruv Bhatia
Oct 2024 - Present
View details

Education
Mr. Bhatia has done PGDM (Finance), Bachelors in Management Studies (Finance).
Experience
Prior to joining Edelweiss Mutual Fund, he has worked with Bank of India Mutual Fund, AUM Fund Advisors LLP and Sahara Asset Management Company.

About Edelweiss Mid Cap Fund Growth

Edelweiss Mid Cap Fund Growth is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008. Trideep Bhattacharya is the Current Fund Manager of Edelweiss Mid Cap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,74,960 Cr and the Latest NAV as of 15 May 2026 is ₹104.40. The Edelweiss Mid Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 1%, if redeemed within 90 days. ;

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.
Fund benchmarkNIFTY Midcap 150 Total Return Index

Fund house

Rank (total assets)#15 in India
Total AUM₹1,74,960.36 Cr
Date of Incorporation30 Apr 2008
Phone+91 22 4093 3400
E-mail--
Launch Date30 Apr 2008
AddressEdelweiss HouseOff C.S.T. Road,Kalina Mumbai 400098
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,