Edelweiss Mid Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 52.1 | 26.55 | 25.3 | 17.9 |
Average Rolling Returns(%) | 26.01 | 21.32 | 18.01 | 21.29 |
The Current NAV of Edelweiss Mid Cap Fund - Growth - Direct Plan is ₹90.08.
You can consider SIP in Edelweiss Mid Cap Fund - Growth - Direct Plan as it has consistently outperformed the benchmark and has a Somewhat Good quality portfolio. Funds returns are more likely to be different than its benchmark Nifty Midcap 100 returns, as Funds portfolio is significantly different.
Edelweiss Mid Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.43%
The process for redemption is
The AUM of Edelweiss Mid Cap Fund - Growth - Direct Plan is currently ₹5,115 Crores.
The Top three stocks are Persistent Systems, Trent and Power Finance Corp and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 33% of fund’s portfolio respectively.
Top three sectors of Edelweiss Mid Cap Fund - Growth - Direct Plan fund are BFSI, Construction & Infrastructure and Auto accounting for 46% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Edelweiss Mid Cap Fund - Growth - Direct Plan Fund is Equity - Mid Cap Fund.
Trideep Bhattacharya and Sahil Shah manage the Edelweiss Mid Cap Fund - Growth - Direct Plan Fund.
Edelweiss Mid Cap Fund - Growth - Direct Plan current PE ratio is 55.77 and PB ratio is 10.10
The asset allocation of Edelweiss Mid Cap Fund - Growth - Direct Plan is Stocks : 98.16%, Debt : 0.84% and Gold : 0.98%
The minimum SIP amount for Edelweiss Mid Cap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Edelweiss Mid Cap Fund - Growth - Direct Plan is 1% on or before 90 days, Nil after 90 days