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Edelweiss Mutual Fund · Equity: Mid Cap
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
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.
EquityBenchmark · NIFTY Midcap 150 TRITER · 1.80%Inception · 26-12-2007
NAV
₹104.66
+1.20% · as of 14-05-2026
Since inception
13.62%
CAGR
Benchmark (inception)
17.18%
CAGR
Fund size
₹159 Cr
AUM
Expense ratio
1.80%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +13.62% CAGR vs benchmark +17.18%.
Portfolio
Where the money is invested
Top holdings
Clearing Corporation of India Ltd.5.88%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-2.95%
Multi Commodity Exchange of India Ltd2.42%
MARICO LIMITED NEW EQ RE.12.40%
AU SMALL FINANCE BANK LIMITED EQ2.08%
FORTIS HEALTHCARE LIMITED. EQ2.03%
OIL INDIA LTD. EQ1.99%
Indian Bank1.95%
APL APOLLO TUBES LIMITED EQ NEW FV RS. 2/-1.82%
BSE LIMITED EQ NEW FV RS. 2/-1.82%
Sector allocation
Financial Services28.31%
Capital Goods13.66%
Healthcare8.22%
Automobile and Auto Components8.11%
Fast Moving Consumer Goods4.86%
Chemicals4.79%
Metals & Mining4.15%
Consumer Services3.70%
Information Technology3.30%
Telecommunication3.08%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 13.6% p.a.₹10,000
10 years
Projected value
₹25,61,040
Invested: ₹12,00,000
Gained: ₹13,61,040
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Trideep Bhattacharya, Mr. Dhruv Bhatia & Mr. Raj Koradia
Manager since fund inception data not available
ISIN & identifiers
AMFI code
140225
ISIN (Growth)
INF843K01013
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Mid Cap funds
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