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Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Category: Equity: Mid Cap Launch Date: 26-12-2007
AUM:

₹ 5,863.6 Cr

Expense Ratio

1.79%

Benchmark

NIFTY Midcap 150 TRI

ISIN

INF843K01013

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

500

Fund Manager

Trideep Bhattacharya

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 57.28 27.05 28.02
NIFTY MIDCAP 150 TRI 59.33 27.46 27.93
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
91.051
Last change
1.68 (1.8451%)
Fund Size (AUM)
₹ 5,863.6 Cr
Performance
14.34% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

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.

Fund Manager
Trideep Bhattacharya
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Dixon Technologies (India) Ltd. 3.86
Trent Ltd. 3.77
Others 3.76
Persistent Systems Ltd. 3.33
Indian Bank 3.19
Cummins India Ltd. 3.13
Bharat Dynamics Ltd. 2.85
JSW Energy Ltd. 2.85
Solar Industries India Ltd. 2.71
The Federal Bank Ltd. 2.66

Sector Allocation

Sector Holdings (%)
Capital Goods 20.88
Financial 14.64
Services 11.48
Automobile 11.39
Metals & Mining 6.29
Healthcare 6.29
Technology 5.63
Materials 5.49
Construction 4.54
Chemicals 3.48

Peer Comparison

Scheme Name 5Y (%)
Edelweiss MidCap Reg Gr 28.02
Quant MidCap Gr 35.1
ITI Mid Cap Fund Reg Gr 0.0
JM Midcap Fund Reg Gr 0.0
HSBC Midcap Fund Reg Growth 23.17
ICICI Pru MidCap Gr 24.85
Mahindra Manulife Mid Cap Fund Reg Gr 28.31
Nippon India Growth Fund Gr Gr 28.18
Motilal Oswal Midcap Fund Reg Gr 29.67
Sundaram MidCap Gr 22.46