Edelweiss Mid Cap Fund Regular Plan Growth

88.11
NAV (Jun 12,2024)

The Edelweiss Mid Cap Fund - Regular Plan - Growth is a mutual fund that aims to provide growth by investing in mid-cap companies. The expense ratio of the fund is 1.83%. It has a PE ratio of 57.71 and a PB ratio of 10.13, indicating the valuation of the companies in the portfolio. The fund has an established date of December 26, 2007, and a scheme AUM (Assets Under Management) of ₹4623.63 crore. The minimum investment required is ₹100, and there is no lock-in period for this fund.

Edelweiss Mid Cap Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Edelweiss Mid Cap Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    59.38
  • P/B Ratio
    UM_URBAN_MONEY

    11.20
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.93
  • Sharpe
    UM_URBAN_MONEY

    0.16
  • Sortino
    UM_URBAN_MONEY

    0.24

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.80%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

5863.59 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jun 14, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

11,608.06 (16.08%)12,497.66 (24.98%)15,486.87 (54.87%)19,789.55 (97.90%)32,989.25 (229.89%)
34,824.18 (16.08%)37,492.98 (24.98%)46,460.61 (54.87%)59,368.65 (97.90%)98,967.75 (229.89%)
58,040.3 (16.08%)62,488.3 (24.98%)77,434.35 (54.87%)98,947.75 (97.90%)1,64,946.25 (229.89%)
92,864.48 (16.08%)99,981.28 (24.98%)1,23,894.96 (54.87%)1,58,316.4 (97.90%)2,63,914 (229.89%)
1,16,080.6 (16.08%)1,24,976.6 (24.98%)1,54,868.7 (54.87%)1,97,895.5 (97.90%)3,29,892.5 (229.89%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Dixon Technologies India Ltd3.86%
  • Trent Ltd3.77%
  • Clearing Corporation of India Ltd3.76%
  • Persistent Systems Ltd3.33%
  • Indian Bank3.19%
  • Cummins India Ltd3.13%
  • JSW Energy Ltd2.85%
  • Bharat Dynamics Ltd2.85%
  • Solar Industries India Ltd2.71%
  • The Federal Bank Ltd2.66%
  • Bharat Electronics Ltd2.53%
  • TVS Motor Company Ltd2.45%
  • BSE Ltd2.13%
  • UNO Minda Ltd1.98%
  • Voltas Ltd1.97%
  • PB Fintech Ltd1.93%
  • Motherson Sumi Wiring India Ltd1.83%
  • Godrej Properties Ltd1.82%
  • The Indian Hotels Company Ltd1.80%
  • NMDC Ltd1.75%
  • Endurance Technologies Ltd1.70%
  • Coforge Ltd1.69%
  • JK Cement Ltd1.67%
  • Ajanta Pharma Ltd1.67%
  • JB Chemicals & Pharmaceuticals Ltd1.67%
  • APL Apollo Tubes Ltd1.60%
  • Kajaria Ceramics Ltd1.49%
  • Dalmia Bharat Ltd1.48%
  • CG Power and Industrial Solutions Ltd1.42%
  • Sundaram Finance Ltd1.39%
  • Cholamandalam Investment & Finance Company Ltd1.35%
  • Max Healthcare Institute Ltd1.33%
  • Titagarh Rail Systems Ltd1.31%
  • Mazagon Dock Shipbuilders Ltd1.28%
  • KEI Industries Ltd1.24%
  • Jindal Steel & Power Ltd1.13%
  • Shriram Finance Ltd1.10%
  • The Phoenix Mills Ltd0.99%
  • Karur Vysya Bank Ltd0.98%
  • Bikaji Foods International Ltd0.95%
  • Oil India Ltd0.95%
  • Radico Khaitan Ltd0.92%
  • Grindwell Norton Ltd0.91%
  • AIA Engineering Ltd0.90%
  • Bharat Heavy Electricals Ltd0.87%
  • Astral Ltd0.85%
  • Indus Towers Ltd0.84%
  • Bharat Forge Ltd0.83%
  • Aarti Industries Ltd0.77%
  • Jubilant Foodworks Ltd0.77%
  • Power Finance Corporation Ltd0.75%
  • Mahindra & Mahindra Financial Services Ltd0.75%
  • Balkrishna Industries Ltd0.72%
  • Oberoi Realty Ltd0.69%
  • Vodafone Idea Ltd0.64%
  • Voltamp Transformers Ltd0.63%
  • Mphasis Ltd0.61%
  • Concord Biotech Ltd0.59%
  • Max Financial Services Ltd0.58%
  • Ashok Leyland Ltd0.57%
  • Central Depository Services I Ltd0.56%
  • Fortis Healthcare Ltd0.55%
  • Creditaccess Grameen Ltd0.54%
  • Triveni Turbine Ltd0.54%
  • Power Mech Projects Ltd0.50%
  • Syngene International Ltd0.48%
  • Multi Commodity Exchange Of India Ltd0.44%
  • Info Edge India Ltd0.44%
  • Can Fin Homes Ltd0.42%
  • Spandana Sphoorty Financial Ltd0.37%
  • K P R Mill Ltd0.31%
  • Kaynes Technology India Ltd0.22%
  • Vedant Fashions Ltd0.20%
  • Accrued Interest0.00%
  • Net Receivables Payables-0.48%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ITI Mid Cap Fund - Regular Plan - GrowthITI Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.18%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.82%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.03%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

23.81%

Bandhan Midcap Fund - Regular Plan - GrowthBandhan Midcap Fund - Regular Plan - Growth

EQUITY

Very High

23.31%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

22.18%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

21.34%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

19.28%

WhiteOak Capital Mid Cap Fund - Regular Plan - GrowthWhiteOak Capital Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

18.96%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

18.20%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

75.30%

ITI Mid Cap Fund - Regular Plan - GrowthITI Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

60.01%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

58.27%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

50.77%

Bandhan Midcap Fund - Regular Plan - GrowthBandhan Midcap Fund - Regular Plan - Growth

EQUITY

Very High

50.75%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

45.91%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

44.56%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

42.96%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

38.98%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

34.85%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

34.01%

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

32.66%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.81%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.74%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.60%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.59%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

25.51%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

24.47%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

22.78%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

17.21%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

34.03%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

26.26%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.77%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.80%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

24.42%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

23.75%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

23.03%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

22.96%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.56%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

18.56%

Fund Managers

TB

Mr. Trideep BhattacharyaCo Chief Investment Officer

Mr. Trideep Bhattacharya has over 13 years experience as a Portfolio Manager and Research Analyst. Prior to joining Edelweiss, he has worked as Senior Portfolio Manager - Alternate Equities with Axis Asset Management Company Limited, Head of Research with Motilal Oswal Securities Limited and Portfolio Manager with State Street Global Advisors and UBS Global Asset Management Limited.

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Edelweiss Mid Cap Fund - Regular Plan - Growth

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Edelweiss Mid Cap Fund - Regular Plan - Growth

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Edelweiss Mid Cap Fund - Regular Plan - Growth

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Edelweiss Mid Cap Fund - Regular Plan - Growth

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Edelweiss Mid Cap Fund - Regular Plan - Growth

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Edelweiss Mid Cap Fund - Regular Plan - Growth

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Edelweiss Mid Cap Fund - Regular Plan - Growth

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Edelweiss Mid Cap Fund - Regular Plan - Growth

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Edelweiss Mid Cap Fund - Regular Plan - Growth

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Edelweiss Mid Cap Fund - Regular Plan - Growth

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FAQ's

What is the risk level associated with the Edelweiss Mid Cap Fund - Regular Plan - Growth?

The Edelweiss Mid Cap Fund - Regular Plan - Growth is a mutual fund with very high risk.

What is the current NAV (Net Asset Value) of the Edelweiss Mid Cap Fund - Regular Plan - Growth as of May 28,2024?

The NAV of the Edelweiss Mid Cap Fund - Regular Plan - Growth is INR 84.34 as of May 28, 2024.

What are the returns generated by the Edelweiss Mid Cap Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The Edelweiss Mid Cap Fund - Regular Plan - Growth has had returns of 48.28% over 1 year, 27.72% over 3 years, and 25.14% over 5 years.

What is the expense ratio associated with the Edelweiss Mid Cap Fund - Regular Plan - Growth?

The expense ratio of the Edelweiss Mid Cap Fund - Regular Plan - Growth is 1.83%, indicating the percentage of assets deducted annually for expenses related to managing the fund.

What is the minimum investment amount required for the Edelweiss Mid Cap Fund - Regular Plan - Growth?

The minimum investment amount for the Edelweiss Mid Cap Fund - Regular Plan - Growth is INR 100.

Is there a systematic investment plan (SIP) available for the Edelweiss Mid Cap Fund - Regular Plan - Growth?

Yes, the Edelweiss Mid Cap Fund - Regular Plan - Growth offers SIP starting from INR 100 per month.

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