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edelweiss mid cap fund growth
Edelweiss Mid Cap Fund Growth

Edelweiss Mid Cap Fund Growth

  • Very High Risk
  • Equity
  • Mid-Cap
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NAV as on Jul 18, 2025
i
Price per unit of the scheme.
101.5810-0.69%1 Day Change
1.26%
Minimum Investment₹5000
Expense Ratio1.90%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON



No Data Found.
*For the other fund, rescaled NAVs are used
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bt_logoRETURN CALCULATOR

Check the return on your investment in the fund
Edelweiss Mid Cap Fund Growth
Investment Type
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    0
  • Return
    0
  • Current Value
    0

bt_logoFUND MANAGER

Trideep Bhattacharya
Trideep Bhattacharya
i
Lead Fund Manager.
Oct 1, 2021 - Present
  • Fund Manager Rank4Out of 26
    i
    Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
  • Schemes managed6
  • Total AUM22,537.13 Cr
  • Highest Return In 1 Yr9.29 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 102.27
1.27%
1.82%
Very High Risk
3,914.46Cr
₹ 118.59
1.37%
2.45%
Very High Risk
10,027.89Cr
₹ 43.87
1.31%
1.86%
Very High Risk
2,641.60Cr
Edelweiss Large & Mid Fund Direct Plan Growth Option
Very High Risk
  • NAV₹ 102.27
  • Fund Size3,914.46Cr
Fund Return1.27%
Category Return1.82%
Edelweiss Mid Cap Fund Direct Plan Growth Option
Very High Risk
  • NAV₹ 118.59
  • Fund Size10,027.89Cr
Fund Return1.37%
Category Return2.45%
Edelweiss Flexi Cap Fund Direct Growth
Very High Risk
  • NAV₹ 43.87
  • Fund Size2,641.60Cr
Fund Return1.31%
Category Return1.86%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Sahil Shah
Sahil Shah
i
Lead Fund Manager.
Dec 24, 2021 - Present
  • Schemes managed2
  • Total AUM14,607.96 Cr
  • Highest Return In 1 Yr9.29 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 118.59
1.37%
2.45%
Very High Risk
10,027.89Cr
₹ 50.09
4.35%
4.13%
Very High Risk
4,580.06Cr
Edelweiss Mid Cap Fund Direct Plan Growth Option
Very High Risk
  • NAV₹ 118.59
  • Fund Size10,027.89Cr
Fund Return1.37%
Category Return2.45%
Edelweiss Small Cap Fund Direct Growth
Very High Risk
  • NAV₹ 50.09
  • Fund Size4,580.06Cr
Fund Return4.35%
Category Return4.13%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Raj Koradia
Raj Koradia
i
Lead Fund Manager.
Aug 1, 2024 - Present
  • Schemes managed6
  • Total AUM22,537.13 Cr
  • Highest Return In 1 Yr9.29 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 43.87
1.31%
1.86%
Very High Risk
2,641.60Cr
₹ 118.59
1.37%
2.45%
Very High Risk
10,027.89Cr
--
₹ 17.26
1.20%
1.62%
Very High Risk
961.18Cr
Edelweiss Flexi Cap Fund Direct Growth
Very High Risk
  • NAV₹ 43.87
  • Fund Size2,641.60Cr
Fund Return1.31%
Category Return1.86%
Edelweiss Mid Cap Fund Direct Plan Growth Option
Very High Risk
  • NAV₹ 118.59
  • Fund Size10,027.89Cr
Fund Return1.37%
Category Return2.45%
Edelweiss Focused Equity Fund Direct Growth
Very High Risk--
  • NAV₹ 17.26
  • Fund Size961.18Cr
Fund Return1.20%
Category Return1.62%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Dhruv Bhatia
Dhruv Bhatia
i
Lead Fund Manager.
Oct 14, 2024 - Present
  • Schemes managed4
  • Total AUM16,627.89 Cr
  • Highest Return In 1 Yr9.29 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
--
₹ 16.80
1.88%
1.18%
Very High Risk
201.43Cr
₹ 53.93
5.13%
4.13%
Very High Risk
1,818.50Cr
₹ 118.59
1.37%
2.45%
Very High Risk
10,027.89Cr
Bank of India Bluechip Fund Direct Growth
Very High Risk--
  • NAV₹ 16.80
  • Fund Size201.43Cr
Fund Return1.88%
Category Return1.18%
Bank of India Small Cap Fund Direct Growth
Very High Risk
  • NAV₹ 53.93
  • Fund Size1,818.50Cr
Fund Return5.13%
Category Return4.13%
Edelweiss Mid Cap Fund Direct Plan Growth Option
Very High Risk
  • NAV₹ 118.59
  • Fund Size10,027.89Cr
Fund Return1.37%
Category Return2.45%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoDETAILED PORTFOLIO

As on Jun, 2025
EQUITY (96.35%)
DEBT (-%)
CASH (3.65%)
Allocation by Market Cap
Large Cap(10.01%)
Mid Cap(73.50%)
Small Cap(12.84%)
Industry Holdings
  • Information Technology Services8.65%
  • Banks Regional6.29%
  • Auto Parts6.11%
  • Credit Services5.98%
  • Medical Care5.74%
  • Drug Manufacturers Specialty Generic4.60%
Stock Holdings
  • Persistent Systems Ltd3.64%
  • Max Healthcare Institute Ltd Ordinary Shares3.46%
  • Coforge Ltd3.34%
  • Solar Industries India Ltd3.17%
  • Marico Ltd2.66%
  • Page Industries Ltd2.26%

bt_logoPERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.
  • Consistency
    i
    It represents the consistency of a fund in beating its benchmark.
    ----
  • Downside Risk
    i
    Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    ----
  • Risk Adjusted Return
    i
    Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    ----
  • Volatility
    i
    Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    ----
  • Upside Capture Ratio
    i
    Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    ----
  • Downside Capture Ratio
    i
    Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
    ----

bt_logoHISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
  • Alpha: Excess return of the fund over benchmark
    i
    Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
    2.86
    This Fund
    VS
    -0.12
    Category Avg
  • R-Squared: How well the fund tracks benchmark
    i
    R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
    91.60
    This Fund
    VS
    90.49
    Category Avg
  • Beta: Risk of the fund in relation to benchmark
    i
    Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
    0.92
    This Fund
    VS
    0.92
    Category Avg
  • Sharpe Ratio: Risk adjusted return of the fund
    i
    Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
    1.42
    This Fund
    VS
    1.23
    Category Avg
  • Sortino Ratio: Return per unit of bad risk
    i
    A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
    2.54
    This Fund
    VS
    2.14
    Category Avg
  • Standard Devation: Volatility of the fund
    i
    Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
    16.18
    This Fund
    VS
    16.24
    Category Avg
Benchmark used in calculation : S&P BSE 500 India TR INR

bt_logoPEER ANALYSIS

1M
3M
6M
1Y
3Y
5Y
  • card
  • table
Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
₹ 183.00
5.08%
2.45%
Very High Risk
₹ 6,641.11 Cr
--
₹ 19.45
4.05%
2.45%
Very High Risk
₹ 1,396.31 Cr
₹ 125.25
3.77%
2.45%
Very High Risk
₹ 128.00 Cr
₹ 197.94
3.74%
2.45%
Very High Risk
₹ 79,717.67 Cr
₹ 36.73
3.64%
2.45%
Very High Risk
₹ 15,414.99 Cr
₹ 438.14
3.55%
2.45%
Very High Risk
₹ 4,701.47 Cr
Invesco India Mid Cap Fund Growth
Very High Risk
  • NAV₹ 183.00
  • Fund Size₹ 6,641.11 Cr
Fund Return5.08%
Category Return2.45%
JM Midcap Fund Regular Growth
Very High Risk--
  • NAV₹ 19.45
  • Fund Size₹ 1,396.31 Cr
Fund Return4.05%
Category Return2.45%
Taurus Discovery (Midcap) Fund - Growth Option
Very High Risk
  • NAV₹ 125.25
  • Fund Size₹ 128.00 Cr
Fund Return3.77%
Category Return2.45%
HDFC Mid-Cap Opportunities Fund Growth
Very High Risk
  • NAV₹ 197.94
  • Fund Size₹ 79,717.67 Cr
Fund Return3.74%
Category Return2.45%
Mirae Asset Midcap Fund Regular Growth
Very High Risk
  • NAV₹ 36.73
  • Fund Size₹ 15,414.99 Cr
Fund Return3.64%
Category Return2.45%
Tata Mid Cap Growth Fund Regular Growth
Very High Risk
  • NAV₹ 438.14
  • Fund Size₹ 4,701.47 Cr
Fund Return3.55%
Category Return2.45%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoTOP FUNDS FROM THIS AMC

1M
3M
6M
1Y
3Y
5Y
  • card
  • table
Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
--
₹ 31.21
5.86%
--
Very High Risk
₹ 2,737.01 Cr
--
₹ 28.69
5.37%
--
Very High Risk
₹ 895.62 Cr
--
₹ 18.59
4.56%
--
Very High Risk
₹ 135.82 Cr
₹ 50.09
4.35%
4.13%
Very High Risk
₹ 4,580.06 Cr
--
₹ 33.57
4.31%
--
Very High Risk
₹ 108.06 Cr
--
₹ 49.89
4.20%
--
Very High Risk
₹ 1,819.78 Cr
Edelweiss US Technology Equity Fund of Fund Direct Growth
Very High Risk--
  • NAV₹ 31.21
  • Fund Size₹ 2,737.01 Cr
1 Month Return5.86%
Category Return--
Edelweiss Recently Listed IPO Fund Direct Plan Growth
Very High Risk--
  • NAV₹ 28.69
  • Fund Size₹ 895.62 Cr
1 Month Return5.37%
Category Return--
Edelweiss Nifty Smallcap 250 Index Fund Direct Growth
Very High Risk--
  • NAV₹ 18.59
  • Fund Size₹ 135.82 Cr
1 Month Return4.56%
Category Return--
Edelweiss Small Cap Fund Direct Growth
Very High Risk
  • NAV₹ 50.09
  • Fund Size₹ 4,580.06 Cr
1 Month Return4.35%
Category Return4.13%
Edelweiss ASEAN Equity Off Shore Fund Direct Plan Growth Option
Very High Risk--
  • NAV₹ 33.57
  • Fund Size₹ 108.06 Cr
1 Month Return4.31%
Category Return--
Edelweiss Greater China Equity Off-shore Fund Direct Plan Growth
Very High Risk--
  • NAV₹ 49.89
  • Fund Size₹ 1,819.78 Cr
1 Month Return4.20%
Category Return--
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoABOUT THE AMC

company icon
Edelweiss Asset Management Limited
Edelweiss Asset Management Limited manages assets worth ₹ 1,86,673.61 crores. It’s current offering of mutual fund schemes includes 28 equity, 18 debt and 4 hybrid schemes.
phone icon
Phone
+91 22 40979900
mail icon
Email
emfhelp@edelweissfin.com
aum
AUM
1,86,673.61 Cr (
As on May 31, 2025
)
location
Address
Edelweiss House, Off C.S.T. Road, Kalina Mumbai,400 098

bt_logoFAQ's

What is the category of Edelweiss Mid Cap Fund Growth ?
The category of Edelweiss Mid Cap Fund Growth is Equity - Mid-Cap
What is the current NAV of Edelweiss Mid Cap Fund Growth ?
The current NAV of Edelweiss Mid Cap Fund Growth as on Jul 18, 2025 is ₹101.58
How safe is Edelweiss Mid Cap Fund Growth ?
The risk level of Edelweiss Mid Cap Fund Growth is Very High.
What are short term returns given by Edelweiss Mid Cap Fund Growth ?
The return given by Edelweiss Mid Cap Fund Growth in 1 month is 1.26%, 3 months is 11.50%, 6 months is 6.34%, and 1 year is 7.84%
What are the long term returns given by Edelweiss Mid Cap Fund Growth ?
The return given by Edelweiss Mid Cap Fund Growth in 3 years is 28.30% and 5 years is 32.28%.
What is the expense ratio of Edelweiss Mid Cap Fund Growth ?
The expense ratio of Edelweiss Mid Cap Fund Growth is 1.90%
What is the AUM of Edelweiss Mid Cap Fund Growth ?
The assets under Management (AUM) of Edelweiss Mid Cap Fund Growth is Rs 10,027.89 crores.
What is the minimum investment in Edelweiss Mid Cap Fund Growth ?
The minimum Lumpsum investment in Edelweiss Mid Cap Fund Growth is ₹5,000.00 and the minimum SIP investment in Edelweiss Mid Cap Fund Growth is ₹1,000.00
What is the asset allocation of Edelweiss Mid Cap Fund Growth?
Edelweiss Mid Cap Fund Growth has an exposure of 96.35% in Equity and 3.65% in Cash & Money Market Securities