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

Edelweiss Mid Cap Growth Direct Plan

NAV
₹119.1590
+0.19%
(23 Jul)
AUM
10,988 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 above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+21.4%
+11.1%
+8.0%
+7.6%
+7.3%
+4.5%
3Y
+32.3%
+29.2%
+30.1%
+32.3%
+28.8%
+24.5%
5Y
+32.0%
+33.8%
+33.0%
+37.2%
+32.7%
+28.7%
ALL
+22.3%
+22.6%
+21.5%
+24.2%
+19.2%
+17.4%
VOL
16.1%
16.9%
15.8%
17.7%
16.9%
-
TER
0.6%
0.4%
0.8%
0.7%
0.7%
-
AUM
₹7,406 Cr
₹10,988 Cr
₹84,061 Cr
₹33,053 Cr
₹39,066 Cr
-
INFO
1.39
1.34
1.37
1.37
1.14
-
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 30th Jun
Top holdings
Persistent Systems Ltd
3.6%
Max Healthcare Institute Ltd Ordinary Shares
3.5%
Coforge Ltd
3.3%
Solar Industries India Ltd
3.2%
Net Receivables/(Payables)
2.9%
Marico Ltd
2.7%
Page Industries Ltd
2.3%
PB Fintech Ltd
2.2%
Indian Bank
2.1%
UNO Minda Ltd
2.1%
Top industry exposure
Financial Services
23.2%
Consumer Cyclical
15.1%
Industrials
12.6%
Basic Materials
10.7%
Technology
10.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
49%
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