FAQ : Edelweiss Mid Cap Fund - Regular Plan - Growth

Edelweiss Mid Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 47.8 29.78 25.15 16.77
Average Rolling Returns(%) 23.86 21.73 18.73 18.76

The Current NAV of Edelweiss Mid Cap Fund - Regular Plan - Growth is ₹77.47.

You can consider SIP in Edelweiss Mid Cap Fund - Regular Plan - Growth 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 - Regular Plan - Growth fund’s expense ratio is 1.82%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Edelweiss Mid Cap Fund - Regular Plan - Growth is currently ₹4,915 Crores.

The Top three stocks are Persistent Systems, Power Finance Corp and Trent and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 33% of fund’s portfolio respectively.

Top three sectors of Edelweiss Mid Cap Fund - Regular Plan - Growth fund are BFSI, Auto and Construction & Infrastructure accounting for 48% 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 - Regular Plan - Growth Fund is Equity - Mid Cap Fund.

Trideep Bhattacharya and Sahil Shah manage the Edelweiss Mid Cap Fund - Regular Plan - Growth Fund.

Edelweiss Mid Cap Fund - Regular Plan - Growth current PE ratio is 53.17 and PB ratio is 9.24

The asset allocation of Edelweiss Mid Cap Fund - Regular Plan - Growth is Stocks : 97.40%, Debt : 2.60% and Gold : 0%

The minimum SIP amount for Edelweiss Mid Cap Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Edelweiss Mid Cap Fund - Regular Plan - Growth is 1% on or before 90 days, Nil after 90 days

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