Edelweiss Mid Cap Fund - Direct Plan has delivered 83.01% absolute return over the last 5 years.
The average return for Mid Cap funds is 82.60% .
This fund ranks #9 in its category based on 5-year returns.
The largest portfolio holding is THE FEDERAL BANK LTD with a portfolio weight of 4.00% .
The fund currently owns more than 97 stocks.
The top 10 holdings account for 23.90% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 18.96% | 1.15% |
| 2 Year Return | 74.36% | 14.53% |
| 3 Year Return | 120.02% | 40.78% |
| 4 Year Return | 309.84% | 68.09% |
| 5 Year Return | 343.30% | 82.60% |
| 6 Year Return | 343.73% | 138.43% |
| 7 Year Return | 556.81% | 178.44% |
| Expense Ratio | 0.41% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
4.00%
|
|
| 2 |
3.04%
|
||
| 3 | Financials |
2.33%
|
|
| 4 | Exchange Platform |
2.26%
|
|
| 5 | Consumer Staples |
2.19%
|
|
| 6 | IT Consulting & Software |
2.15%
|
|
| 7 | Health Care |
2.11%
|
|
| 8 | IT Consulting & Software |
2.01%
|
|
| 9 | Materials |
2.01%
|
|
| 10 | Financials |
1.80%
|
|
| 11 | Consumer Staples |
1.76%
|
|
| 12 | Financials |
1.73%
|
AMC: EDELWEISS
Category: Equity • Mid Cap
Launch Date: 01 Jan 2013
Fund Manager: Mr. Trideep Bhattacharya
Minimum Purchase: ₹100
Exit Load: If the units are redeemed /switched out on or before 90 days from the date of allotment - 1.00% If the units are redeemed /switched out after 90 days from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
Edelweiss Mid Cap Fund - Direct Plan is managed by EDELWEISS and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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