Edelweiss Mid Cap Fund
Mid Cap Fund
Launch Date: 9 Nov 2007
Suitable for
Investment Period
5+ year investments
Moderate risk investors
Okay with some fluctuations but prefer steadier growth.
Edelweiss Mid Cap Fund
Mid Cap Fund
Fund Health
Returns 📈
Typically 15-28% if held 5+ years
Risk ⚠️
Risk of less than FD returns -
Medium
Quality 🏆
Extra Returns for the Risk -
Good
Consistency of Performance -
Good
Peer Performance
| Fund | Rolling 5Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Edelweiss Mid Cap Fund | 21% | 24% | 14% | Good |
Nippon India Growth Mid Cap Fund | 20% | 24% | 13% | Good |
Kotak Midcap Fund | 20% | 20% | 12% | Good |
Nifty Midcap 150 Benchmark | 19% | 23% | 14% | — |
Mid Cap Fund Category Average | 18% | 21% | 15% | — |
Return
Long Term -
Good
Better or close to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Strong
Does well in both long-term and recent performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Good
Consistently outperforms - rarely underperforms compared to peers
Overall Performance
Overall
Strong
Strong overall performance across all metrics. Can also consider index fund as it's risk and return are very close to top performing funds, and low expense ratio.
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Details
AUM
₹2484 Cr
Expense Ratio
0.38%
Exit Load
N/A
Minimum Amount
₹5000.00
Fund Manager
N/A
Fund House
Edelweiss Asset Management Limited
Launch Date
9 Nov 2007
Age
18 years
Category
Mid Cap Fund
Benchmark
NIFTY MIDCAP 150 TRI
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