Edelweiss Mid Cap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Edelweiss Mid Cap Growth Direct Plan

NAV
₹107.0870
-1.95%
(25 Apr)
AUM
8,634 Cr
TER
0.39%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+16.2%
+14.1%
+12.2%
+10.4%
+6.4%
+4.6%
3Y
+24.9%
+28.0%
+24.6%
+25.6%
+19.6%
+24.9%
5Y
+35.6%
+38.9%
+34.6%
+34.4%
+30.0%
NA
ALL
+22.1%
+23.6%
+18.7%
+20.9%
+17.8%
+20.0%
VOL
17.0%
17.8%
17.0%
15.9%
-
16.7%
TER
0.4%
0.6%
0.8%
0.9%
-
0.3%
AUM
₹8,634 Cr
₹26,028 Cr
₹33,175 Cr
₹72,610 Cr
-
₹1,092 Cr
INFO
1.30
1.33
1.10
1.32
-
1.20
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Edelweiss Mid Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Indian Hotels Co Ltd
3.7%
Max Healthcare Institute Ltd Ordinary Shares
3.4%
Persistent Systems Ltd
3.2%
Dixon Technologies (India) Ltd
3.0%
Marico Ltd
3.0%
Coforge Ltd
2.7%
Solar Industries India Ltd
2.5%
Edelweiss Liquid Dir Gr
2.5%
PB Fintech Ltd
2.4%
CG Power & Industrial Solutions Ltd
2.3%
Top industry exposure
Financial Services
21.2%
Consumer Cyclical
17.7%
Industrials
12.1%
Healthcare
11.6%
Technology
10.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
51%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund objective
The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realised.
Fund manager(s)
Dhruv Bhatia
Trideep Bhattacharya
Raj Koradia

FAQs