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

Edelweiss Mid Cap IDCW Reinvest Direct Plan

NAV
₹65.6810
-0.03%
(19 Apr)
AUM
5,115 Cr
TER
0.43%
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
+69.2%
+69.2%
+60.9%
+60.9%
+53.2%
+49.6%
3Y
+37.6%
+37.6%
+37.7%
+37.7%
+28.5%
+25.1%
5Y
+32.8%
+32.8%
+26.4%
+26.4%
+26.1%
+21.6%
ALL
+20.0%
+20.0%
+23.5%
+23.5%
+22.2%
+17.8%
VOL
15.0%
15.0%
19.5%
19.5%
17.3%
-
TER
0.7%
0.7%
0.6%
0.6%
0.4%
-
AUM
₹5,873 Cr
₹5,873 Cr
₹8,987 Cr
₹8,987 Cr
₹5,115 Cr
-
INFO
1.34
1.34
1.21
1.21
1.29
-
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 Mar
Top holdings
Persistent Systems Ltd
4.5%
Trent Ltd
3.7%
Power Finance Corp Ltd
3.7%
Dixon Technologies (India) Ltd
3.5%
Indian Bank
3.4%
Cummins India Ltd
3.0%
Coforge Ltd
3.0%
Solar Industries India Ltd
2.9%
The Federal Bank Ltd
2.8%
TVS Motor Co Ltd
2.8%
Top industry exposure
Financial Services
23.2%
Consumer Cyclical
18.0%
Industrials
17.8%
Technology
11.8%
Basic Materials
11.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
50%
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)
Trideep Bhattacharya
Sahil Shah

FAQs