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

Edelweiss Mid Cap IDCW Reinvest Direct Plan

NAV
₹85.1870
-1.41%
(23 Jan)
AUM
13,650 Cr
TER
0.4%
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
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+13.1%
+12.6%
+12.6%
+10.8%
+10.8%
+3.9%
3Y
+26.4%
+26.7%
+26.7%
+26.9%
+26.9%
+20.5%
5Y
NA
+23.1%
+23.1%
+25.0%
+25.0%
+19.7%
ALL
+23.4%
+20.1%
+20.1%
+21.5%
+21.5%
+15.6%
VOL
14.5%
17.6%
17.6%
17.3%
17.3%
-
TER
0.5%
0.5%
0.5%
0.4%
0.4%
-
AUM
₹4,448 Cr
₹10,296 Cr
₹10,296 Cr
₹13,650 Cr
₹13,650 Cr
-
INFO
1.62
1.15
1.15
1.24
1.24
-
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 IDCW Reinvest (DR)
₹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 Dec
Top holdings
Persistent Systems Ltd
2.9%
Coforge Ltd
2.4%
Marico Ltd
2.4%
Clearing Corporation Of India Ltd.
2.3%
Multi Commodity Exchange of India Ltd
2.2%
BSE Ltd
2.2%
The Federal Bank Ltd
2.1%
PB Fintech Ltd
2.1%
IDFC First Bank Ltd
2.0%
UNO Minda Ltd
1.9%
Top industry exposure
Financial Services
29.7%
Consumer Cyclical
14.5%
Industrials
13.4%
Basic Materials
9.9%
Technology
9.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
42%
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