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

Edelweiss Mid Cap IDCW Reinvest Direct Plan

NAV
₹89.4970
-0.02%
(20 Nov)
AUM
12,647 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
In beta. Send feedback here.
Compare with other fund
1Y
+17.2%
+17.2%
+15.6%
+15.6%
+11.0%
+8.8%
3Y
+29.0%
+29.0%
+28.6%
+28.6%
+27.5%
+23.0%
5Y
+27.8%
+27.8%
NA
NA
+29.3%
+24.6%
ALL
+21.1%
+21.1%
+26.9%
+26.7%
+22.1%
+16.8%
VOL
17.6%
17.6%
14.6%
14.6%
17.3%
-
TER
0.5%
0.5%
0.6%
0.6%
0.4%
-
AUM
₹9,320 Cr
₹9,320 Cr
₹4,075 Cr
₹4,075 Cr
₹12,647 Cr
-
INFO
1.20
1.20
1.85
1.83
1.28
-
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 Oct
Top holdings
Clearing Corporation Of India Ltd.
3.1%
Coforge Ltd
2.8%
Max Healthcare Institute Ltd Ordinary Shares
2.7%
Persistent Systems Ltd
2.6%
Indian Bank
2.3%
PB Fintech Ltd
2.2%
Fortis Healthcare Ltd
2.1%
Multi Commodity Exchange of India Ltd
2.0%
Solar Industries India Ltd
2.0%
UNO Minda Ltd
1.9%
Top industry exposure
Financial Services
25.4%
Consumer Cyclical
14.4%
Industrials
14.1%
Technology
11.2%
Basic Materials
10.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
40%
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