Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.09%
1 Month-10.54%
3 Months-11.16%
6 Months-6.84%
1 Year+2.46%
3 Years (CAGR)+21.80%
5 Years (CAGR)+18.29%
10 Years (CAGR)—
Since Inception (Nov 2016)+17.60%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-10.31%
3 Year SIP+9.13%
5 Year SIP+14.69%
Since Inception (Nov 2016)+17.98%
Fund Details
Fund HouseEdelweiss Mutual Fund
CategoryMid Cap
Plan Typeregular
Optiongrowth
AUM₹14,355 Cr
Expense Ratio1.67%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date28 Nov 2016
AMFI Code140225
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Edelweiss Mid Cap Fund - Regular Plan - Growth Option seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
Edelweiss Mid Cap Fund - Regular Plan - Growth Option is a Mid Cap mutual fund offered by Edelweiss Mutual Fund. The fund has been operational for over 9 years. It manages assets worth ₹14,355 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.67%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations