Edelweiss Mid Cap Fund - Regular - Dividend+0.04%

3Groww
5.10%
1 Year Return
Equity
Mid Cap
3.0 star
1Y
3Y
5Y

Fund Details

Edelweiss Mid Cap Fund - Regular - Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.25%
NAV19.7 (24 Jun 2019)
Fund Started15 Sep 2009
Fund Size7 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Edelweiss Mid Cap Fund - Regular - Dividend
5.1%
9.8%
9.6%
10.0%
Category Average
3.1%
6.2%
6.2%
-
Rank within category
7
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 5.1% annual returns

    Comparison

    Data not available
    Pros
    1. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance ETF Gold BeESFinancialMutual Fund13.4%
    FinancialEquity5.8%
    EnergyEquity5.1%
    TechnologyEquity4.2%
    FinancialEquity3.9%
    FMCGEquity3.2%
    ConstructionEquity3.1%
    Tata Consultancy Services Ltd.TechnologyEquity2.9%
    FMCGEquity2.5%
    FinancialEquity2.3%
    See All

    Fund Managers

    addGautam Kaul
    Education
    Mr. Kaul is a B.Com (H) and MBA (Finance).
    Experience
    Prior to joining Edelweiss AMC he has worked with Religare Invesco AMC, Sahara India Asset Management Company Pvt. Ltd, IDBI AMC. and Mata Securities (India) Pvt. Ltd..
    Funds Managed
    addBharat Lahoti
    Education
    Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
    Experience
    Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
    Funds Managed
    addHardik Verma
    Education
    Mr. Verma is MBA & has done CFA Level 3.
    Experience
    Prior to joining Edelweiss Mutual Fund, he has worked with ICICI Securities.
    Funds Managed

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    About Edelweiss Mutual Fund

    Edelweiss Mutual Fund started their mutual fund on 30/04/2008 and its managing total assets of Rs. 9,570 Cr. Its ranked at 26 as per total assets at end of 30th Sep 2017.

    Edelweiss Mutual Fund is a fiduciary business of Edelweiss Group. The main aim of Edelweiss Mutual Fund is to provide excellent investment services to all its investors and they believe in setting high moral ethics for the business. They also want to set up a disciplined approach of investing for all its customers.

    The asset management company follows a process oriented approach, which ultimately helps investors reach their financial goal. What works in the AMC's favor is their asset management team which is highly experienced and follows a research based methodology, when it comes to investing.

    The fund house offers a bouquet of mutual funds ranging across various categories like equity, debt and hybrid and invests in various market capitalization. This approach caters to the needs of all its customers with different investment styles.

    Address
    Tower 3, Wing B, Ground Floor, Kohinoor City Mall, Kohinoor City, Kirol Road, Kurla(W), Mumbai 400070
    Phone
    +91 22 40979900
    Launch Date
    29 Apr 2008
    Edelweiss Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
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    + ₹10,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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