- Home
- Mutual Funds
- AMC
- Edelweiss Mutual Fund
- Edelweiss Mid Cap Fund Regular Plan Growth
Edelweiss Mid Cap Fund Regular Plan Growth
NAV (Mar 27,2024)
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 Ratio57.71
- P/B Ratio10.13
- Alpha-0.00
- Beta0.90
- Sharpe0.21
- Sortino0.35
Fund Overview
1.83%
0%
No Lock-in
₹ 4623.63 Cr
SIP ₹100.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Mar 29, 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 %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,522.85 (5.23%) | ₹ 11,934.96 (19.35%) | ₹ 15,327.09 (53.27%) | ₹ 19,653.95 (96.54%) | ₹ 28,761.08 (187.61%) |
₹ 30,000 | ₹ 31,568.55 (5.23%) | ₹ 35,804.88 (19.35%) | ₹ 45,981.27 (53.27%) | ₹ 58,961.85 (96.54%) | ₹ 86,283.24 (187.61%) |
₹ 50,000 | ₹ 52,614.25 (5.23%) | ₹ 59,674.8 (19.35%) | ₹ 76,635.45 (53.27%) | ₹ 98,269.75 (96.54%) | ₹ 1,43,805.4 (187.61%) |
₹ 80,000 | ₹ 84,182.8 (5.23%) | ₹ 95,479.68 (19.35%) | ₹ 1,22,616.72 (53.27%) | ₹ 1,57,231.6 (96.54%) | ₹ 2,30,088.64 (187.61%) |
₹ 1,00,000 | ₹ 1,05,228.5 (5.23%) | ₹ 1,19,349.6 (19.35%) | ₹ 1,53,270.9 (53.27%) | ₹ 1,96,539.5 (96.54%) | ₹ 2,87,610.8 (187.61%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- Persistent Systems Ltd4.57%
- Trent Ltd4.03%
- Coforge Ltd3.72%
- Power Finance Corporation Ltd3.65%
- Dixon Technologies India Ltd3.42%
- The Federal Bank Ltd3.25%
- Indian Bank3.00%
- TVS Motor Company Ltd2.88%
- Solar Industries India Ltd2.72%
- Clearing Corporation of India Ltd2.63%
- Max Healthcare Institute Ltd2.36%
- Bharat Electronics Ltd2.22%
- Cummins India Ltd2.20%
- Motherson Sumi Wiring India Ltd2.12%
- Cholamandalam Investment & Finance Company Ltd2.09%
- Kajaria Ceramics Ltd2.04%
- Bharat Dynamics Ltd1.98%
- Dalmia Bharat Ltd1.96%
- JB Chemicals & Pharmaceuticals Ltd1.94%
- Ajanta Pharma Ltd1.89%
- JK Cement Ltd1.85%
- UNO Minda Ltd1.80%
- Syngene International Ltd1.77%
- JSW Energy Ltd1.77%
- Godrej Properties Ltd1.67%
- APL Apollo Tubes Ltd1.65%
- Mahindra & Mahindra Financial Services Ltd1.53%
- Jubilant Foodworks Ltd1.50%
- Sundaram Finance Ltd1.44%
- Vedant Fashions Ltd1.37%
- KEI Industries Ltd1.25%
- The Indian Hotels Company Ltd1.15%
- AIA Engineering Ltd1.15%
- REC Ltd1.14%
- Amber Enterprises India Ltd1.11%
- Bikaji Foods International Ltd1.11%
- Max Financial Services Ltd1.10%
- Radico Khaitan Ltd1.10%
- Endurance Technologies Ltd1.07%
- Karur Vysya Bank Ltd1.06%
- Fortis Healthcare Ltd1.05%
- Grindwell Norton Ltd1.05%
- Ashok Leyland Ltd1.04%
- Voltas Ltd1.01%
- Astral Ltd0.99%
- Shriram Finance Ltd0.92%
- Mold Tek Packaging Ltd0.90%
- The Phoenix Mills Ltd0.85%
- Bharat Forge Ltd0.84%
- Creditaccess Grameen Ltd0.83%
- Spandana Sphoorty Financial Ltd0.82%
- Navin Fluorine International Ltd0.79%
- Balkrishna Industries Ltd0.77%
- Aarti Industries Ltd0.76%
- Concord Biotech Ltd0.75%
- City Union Bank Ltd0.73%
- Mazagon Dock Shipbuilders Ltd0.63%
- Power Mech Projects Ltd0.59%
- Jindal Steel & Power Ltd0.52%
- NMDC Ltd0.50%
- Central Depository Services I Ltd0.45%
- K P R Mill Ltd0.43%
- Oberoi Realty Ltd0.32%
- Can Fin Homes Ltd0.24%
- Kaynes Technology India Ltd0.22%
- Avalon Technologies Ltd0.19%
- Tata Technologies Ltd0.16%
- Indian Renewable Energy Dev Agency Ltd0.06%
- Accrued Interest0.00%
- Net Receivables Payables-0.68%
- IT - Software8.46%
- Finance - NBFC7.70%
- Bank - Private5.04%
- Finance Term Lending4.80%
- Chemicals4.28%
- Retailing4.03%
- Bank - Public3.00%
- Auto Ancillary2.86%
- Consumer Food2.61%
- Diesel Engines2.20%
- Air Conditioners2.12%
- Defence1.98%
- Miscellaneous1.95%
- Plastic Products1.88%
- Textile1.80%
- Business Support1.77%
- Finance - Others1.56%
- Cable1.25%
- Castings/Forgings1.15%
- Abrasives1.05%
- Forgings0.84%
- Tyres & Allied0.77%
- Ship Building0.63%
- Mining & Minerals0.50%
- Finance - Housing0.24%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Nippon India Growth Fund - Growth Option | EQUITY | Very High | 28.19% |
HSBC Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 27.00% |
Baroda BNP Paribas Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 23.48% |
Franklin India Prima Fund - Growth | EQUITY | Very High | 22.45% |
Aditya Birla Sun Life Midcap Fund - Growth | EQUITY | Very High | 21.24% |
Canara Robeco Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 18.76% |
Union Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 18.47% |
UTI Mid Cap Fund - Regular Plan - IDCW | EQUITY | Very High | 14.55% |
SBI Magnum Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 14.36% |
Axis Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 13.60% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HDFC Mid-Cap Opportunities Fund - Growth | EQUITY | Very High | 54.79% |
Nippon India Growth Fund - Growth Option | EQUITY | Very High | 54.62% |
Taurus Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 50.94% |
ICICI Prudential Midcap Fund - Growth | EQUITY | Very High | 49.39% |
Motilal Oswal Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 45.91% |
LIC MF Midcap Fund - Growth | EQUITY | Very High | 42.96% |
SBI Magnum Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 37.46% |
UTI Mid Cap Fund - Regular Plan - IDCW | EQUITY | Very High | 36.78% |
Kotak Emerging Equity Fund - Growth | EQUITY | Very High | 34.85% |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth | EQUITY | Very High | 24.65% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Mid Cap Fund - Growth | EQUITY | Very High | 34.15% |
Motilal Oswal Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 34.01% |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 30.81% |
HDFC Mid-Cap Opportunities Fund - Growth | EQUITY | Very High | 28.13% |
SBI Magnum Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 26.15% |
Sundaram Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 25.78% |
Mirae Asset Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 25.60% |
Tata Mid Cap Growth Fund - Regular Plan - Growth | EQUITY | Very High | 25.51% |
Invesco India Midcap Fund - Growth | EQUITY | Very High | 24.30% |
DSP Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 17.21% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Nippon India Growth Fund - Growth Option | EQUITY | Very High | 25.60% |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth | EQUITY | Very High | 25.27% |
HDFC Mid-Cap Opportunities Fund - Growth | EQUITY | Very High | 23.07% |
Kotak Emerging Equity Fund - Growth | EQUITY | Very High | 22.97% |
SBI Magnum Midcap Fund - Regular Plan - Growth | EQUITY | Very High | 22.96% |
Taurus Mid Cap Fund - Regular Plan - Growth | EQUITY | Very High | 22.57% |
UTI Mid Cap Fund - Regular Plan - IDCW | EQUITY | Very High | 21.34% |
ICICI Prudential Midcap Fund - Growth | EQUITY | Very High | 20.09% |
Franklin India Prima Fund - Growth | EQUITY | Very High | 18.64% |
LIC MF Midcap Fund - Growth | EQUITY | Very High | 17.79% |
Fund Managers
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.
Mr. Sahil ShahFund Manager
Mr. Sahil Shah, aged 36 years, has a degree in CFA (ICFAI) and B. Com and over 14 years’ experience as a Fund Manager and Research Analyst. He has been associated with Edelweiss since 2015 as a fund manager for its portfolio management services. He has also worked on sell-side of Edelweiss as research analyst. Prior to joining Edelweiss, he was equity research analyst with Anagram Capital Limited.
Get your latest Credit Score, FREE
Compare with similar Funds
Edelweiss Mid Cap Fund - Regular Plan - Growth
Edelweiss Mid Cap Fund - Regular Plan - Growth
Most Popular on Urban Money
Scheme Other Funds
Most Trusted AMC
- Baroda BNP Paribas Mutual Fund
- Aditya Birla Sun Life Mutual Fund
- Canara Robeco Mutual Fund
- L&T Mutual Fund
- DSP Mutual Fund
- Quant Mutual Fund
- Franklin Templeton Mutual Fund
- HDFC Mutual Fund
- HSBC Mutual Fund
- ICICI Prudential Mutual Fund
- JM Financial Mutual Fund
- Kotak Mahindra Mutual Fund
- LIC Mutual Fund
- Invesco Mutual Fund
- Quantum Mutual Fund
- Nippon India Mutual Fund
- SBI Mutual Fund
- Bandhan Mutual Fund
- Sundaram Mutual Fund
- Tata Mutual Fund
- Taurus Mutual Fund
- UTI Mutual Fund
- Mirae Asset Mutual Fund
- Bank of India Mutual Fund
- Axis Mutual Fund
- Navi Mutual Fund
- Motilal Oswal Mutual Fund
- IDBI Mutual Fund
- PGIM India Mutual Fund
- Union Mutual Fund
- 360 ONE Mutual Fund
- Groww Mutual Fund
- PPFAS Mutual Fund
- IL&FS Mutual Fund (IDF)
- Shriram Mutual Fund
- IIFCL Mutual Fund
- Mahindra Manulife Mutual Fund
- WhiteOak Capital Mutual Fund
- ITI Mutual Fund
- Trust Mutual Fund
- NJ Mutual Fund
- Samco Mutual Fund
- Bajaj Finserv Mutual Fund
- Helios Mutual Fund
- Zerodha Mutual Fund
- Old Bridge Mutual Fund
Mutual Funds Calculator
Best Equity Mutual Funds
- SBI Small Cap Fund - Growth - Direct Plan
- Axis Small Cap Fund - Growth - Direct Plan
- HDFC Small Cap Fund - Growth - Direct Plan
- Nippon India Small Cap Fund - Growth - Direct Plan
- UTI Mid Cap Fund - Growth - Direct Plan
- ICICI Prudential Infrastructure Fund - Growth - Direct Plan
- Tata Small Cap Fund - Growth - Direct Plan
- Canara Robeco Infrastructure Fund - Growth - Direct Plan
- DSP Small Cap Fund - Growth - Direct Plan
- Mirae Asset Healthcare Fund - Growth - Direct Plan
- Sundaram Services Fund - Growth - Direct Plan
- Franklin Build India Fund - Growth - Direct Plan
- L&T India Large Cap Fund - Growth - Direct Plan
- Motilal Oswal Midcap Fund - Growth - Direct Plan
Mutual Funds Guide
Get in-depth knowledge about all things related to Mutual Funds and your finances
International Mutual Funds
\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio
10 Best SIP Plans for Rs. 1000
The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best
How to Invest in SIP
Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua
Best Investment Plan for 1 Year
For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro
How to stop a Mutual Fund SIP?
Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai
Withdrawing from Mutual Funds
When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your
Flexi Cap Fund
Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y
STCG Tax on Mutual Fund
As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in
Conservative Hybrid Funds
A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential
Fund of Funds (FOFs)
Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua
Expense Ratios: Calculations, Components, and Investment Impact
The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi
Total Expense Ratio (TER)
The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund
Indexation in Mutual Funds
‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In
Yield to Maturity
Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice
What is Arbitrage Fund
Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the