Edelweiss Mid Cap Fund Direct Plan Growth Option - Regular - Latest NAV [ ₹42.491 ], Returns, Performance, Portfolio & Returns 2021

Edelweiss Mid Cap Fund Direct Plan Growth Option

  • highlight
    16.6%
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    (+0.06)42.491

Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 9.54 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years16.6%
3 Years10.42%
1 Year76.89%
6 Months36.87%
Fund Details
ISININF843K01AO4
RiskVery High Risk
Fund TypeMid-Cap
NAV42.491
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Cholamandalam Investment and Finance Co Ltd4.75%
Shriram Transport Finance Co Ltd3.68%
Mphasis Ltd3.36%
The Federal Bank Ltd3.35%
JK Cement Ltd3.18%
Dalmia Bharat Ltd2.9%
Gujarat Gas Ltd2.78%
Apollo Hospitals Enterprise Ltd2.65%
Jindal Steel & Power Ltd2.59%
Ashok Leyland Ltd2.31%

About Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund is an open-ended equity scheme which invests in mid cap stocks of companies that can outperform and create wealth. The scheme cherry picks the right stock from good quality companies, after an in-depth analysis, for wealth creation. Mostly companies with strong growth, earning, and product offering potential are chosen.

Pros and Cons of Edelweiss Mid Cap Fund

The fund picks the right companies to invest in so as to ensure good returns to the investors. However, the one-year and three-year returns have been lower than the category average returns.

Fund Information and Statistics

i) Inception/Launch Date Edelweiss Mid Cap Fund was launched on 1 January 2013.

ii) Risk Level The scheme includes a high risk profile and is suitable for those who are looking at long-term capital growth. It predominantly invests in equity and equity related securities of mid-cap companies.

iii) Redemption Though there is no lock-in period as in the case of equity-linked saving schemes, an exit load may be charged based on the time of redemption.

iv) Fund Manager Mr Harshad Patwardhan is the current Fund Manager for the scheme.

v) Entry/Exit Load Entry load has been discontinued based on the norms set up by SEBI. However, an exit load of 1% may be charged if you redeem the units within 12 months from the date of allocation. Redeeming the units after the completion of 12 months will attract zero exit load.

About Edelweiss Asset Management Limited

Edelweiss Asset Management Limited is a division of Edelweiss Group’s investment and advisory services. The asset management company (AMC) was set up on 23 August 2007. Edelweiss Financial Services Limited is the sponsor for the AMC whereas Edelweiss Trusteeship Company Limited is the trustee. The average assets under management (AAUM) of the company as on 30 June 2020 is Rs.23614.37 crore.

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Frequently Asked Questions

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Min amount: ₹500

Calculate Returns

Rs. 500 invested monthly becomes Rs. 9.54 Lakhs in a period of 20 years
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns