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(%) | 59.41 | 27.23 | 28.42 | 19.02 |
Average Rolling Returns(%) | 25.27 | 22.01 | 19.05 | 18.70 |
The Current NAV of Edelweiss Mid Cap Fund - Regular Plan - Growth is ₹92.97.
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 150 returns, as Funds portfolio is significantly different.
Edelweiss Mid Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.66%
The process for redemption is
The AUM of Edelweiss Mid Cap Fund - Regular Plan - Growth is currently ₹6,625 Crores.
The Top three stocks are Dixon Technologies, Persistent Systems and Trent and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 30% of fund’s portfolio respectively.
Top three sectors of Edelweiss Mid Cap Fund - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and Auto accounting for 43% 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 manages the Edelweiss Mid Cap Fund - Regular Plan - Growth Fund.
Edelweiss Mid Cap Fund - Regular Plan - Growth current PE ratio is 71.33 and PB ratio is 13.04
The asset allocation of Edelweiss Mid Cap Fund - Regular Plan - Growth is Stocks : 97.41%, 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