Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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Category: Equity: Mid Cap
Launch Date: 26-12-2007
Asset Class: Equity
Benchmark: NIFTY 50 TRI
Expense Ratio: 1.8% As on (30-04-2024)
Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 5,534.33 Cr As on (30-04-2024)
Turn over: 48
NAV as on 28-05-2024

84.341

-1.11 (-1.3185%)

CAGR Since Inception

13.86%

NIFTY 50 TRI 14.12%

PERFORMANCE of Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 28-05-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 51.92 25.85 25.6 20.6 13.86
NIFTY 50 TRI 25.15 15.43 15.28 13.45 14.12
Equity: Mid Cap 51.55 24.57 23.58 19.17 21.67

Yearly Performance (%)

Nav Movement

Fund Managers

Sahil Shah, Trideep Bhattacharya

Investment Objective

The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities focused on smaller companies.

RETURNS CALCULATOR for Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 14.07 1.41 0.33 0.94 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Period
Data as on - 28-05-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 51.92 35.59 25.85 25.6 20.6
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 73.49 41.26 32.59 32.78 20.72
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 69.88 42.23 24.39 0.0 0.0
JM Midcap Fund (Regular) - Growth 21-11-2022 68.53 0.0 0.0 0.0 0.0
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 62.54 38.53 27.32 26.53 0.0
HSBC Midcap Fund - Regular Growth 09-08-2004 60.32 35.92 23.68 20.92 19.47
ICICI Prudential MidCap Fund - Growth 10-10-2004 58.84 35.02 24.71 22.45 18.52
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 57.45 39.1 29.49 25.92 19.41
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 56.27 37.01 26.28 20.76 18.17
Tata Mid Cap Growth Fund Regular Plan- Growth Option 01-07-1994 55.9 35.79 25.7 23.88 19.96

PORTFOLIO ANALYSIS of Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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BSE
Member Code: 32262
AMFI
ARN: 160300