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Fund Overview of Edelweiss Mid Cap Direct Plan-growth
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₹16,848.6 CrAUM
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₹125.75NAV
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0.64%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Edelweiss Mid Cap Direct Plan-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 10.89% | NA | 4.37% |
| 6 Months | 4.62% | NA | 15.67% |
| 1 Year | 7.05% | 7.05% | -0.50% |
| 2 Years | 19.94% | 9.52% | 23.18% |
| 3 Years | 89.96% | 23.85% | 22.72% |
| 5 Years | 158.55% | 20.92% | 26.92% |
| 7 Years | 348.85% | 23.92% | NA |
| 10 Years | 526.64% | 20.14% | 16.72% |
Compare Edelweiss Mid Cap Direct Plan-growth with other mutual funds in the same category
Edelweiss Mid Cap Direct Plan-growth
Motilal Oswal Midcap Fund Direct-growth
Motilal Oswal Midcap Fund Direct-idcw
Asset Allocation
equities
96.05%debt instruments
3.85%other assets or cash equivalents
0.10%Edelweiss Mid Cap Direct Plan-growth is one Equity mutual fund offered by Edelweiss Mutual Fund. Launched on 01 Jan 2013, the fund aims Long term capital growth. Investments predominantly in equity and equity related securities focused on smaller companies (generally, the universe will be the companies constituting the bottom fourth by way of market capitalization of stocks listed on th It manages assets worth ₹16,848.6 crore as on Sun May 31, 2026. The expense ratio stands at 0.64%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Edelweiss Mid Cap Direct Plan-growth
The portfolio allocation consists of 96.05% in equities, 3.85% in debt instruments, 0.10% in other assets or cash equivalents.Managed by Trideep Bhattacharya, it has delivered a return of 7.05% in the last year, a total return since inception of 21.40%.
Selecting an appropriate best sip has a key role in long-term wealth creation.
Key Metrics of Edelweiss Mid Cap Direct Plan-growth
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Standard Deviation17.78%
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Sharpe Ratio1.03%
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Alpha4.07%
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Beta0.95%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-growth  |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Invesco India Mid Cap Fund Direct-growth |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Invesco India Mid Cap Fund Direct-idcw |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Motilal Oswal Midcap Fund Regular-growth |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Edelweiss Mid Cap Direct Plan-growth |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
| Edelweiss Mid Cap Direct Plan-idcw |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Edelweiss Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Edelweiss Mid Cap Fund Regular-growth
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₹16,849 | 2.00% | 10.56% | 3.98% | 5.72% | 22.21% |
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Edelweiss Mid Cap Direct Plan-idcw
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₹16,849 | 2.11% | 10.89% | 4.62% | 7.05% | 23.85% |
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Edelweiss Mid Cap Fund Regular-idcw
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₹16,849 | 2.00% | 10.56% | 3.98% | 5.72% | 22.21% |
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Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-growth
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₹1,676 | 3.52% | 11.56% | 4.36% | 1.45% | 19.85% |
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Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-growth
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₹1,676 | 3.57% | 11.73% | 4.69% | 2.13% | 20.70% |
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Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-idcw
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₹1,676 | 3.52% | 11.56% | 4.36% | 1.45% | 19.85% |
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Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-idcw
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₹1,676 | 3.57% | 11.73% | 4.69% | 2.13% | 20.70% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹97,350 | ₹202.51 | 20.00% | 19.88% | 17.89% |
| HDFC Mid Cap Fund Direct-growth |
₹97,350 | ₹224.28 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Direct-idcw |
₹97,350 | ₹79.64 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Regular-idcw |
₹97,350 | ₹50.81 | 20.00% | 19.88% | 17.89% |
| Kotak Midcap Fund Regular-growth |
₹64,749 | ₹143.78 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-growth |
₹64,749 | ₹167.97 | 21.23% | 19.00% | 19.10% |
| Kotak Midcap Fund Regular-idcw |
₹64,749 | ₹78.97 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-idcw |
₹64,749 | ₹100.07 | 21.23% | 19.00% | 19.10% |
| Nippon India Growth Mid Cap Fund-growth |
₹47,415 | ₹4,457.74 | 22.50% | 20.65% | 18.74% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | ₹4,918.68 | 23.48% | 21.61% | 19.63% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Others Cblo | Unspecified | 3.85% | ₹647.90 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.03% | ₹511.27 Cr |
| Bse Ltd | Financial | 2.94% | ₹496.01 Cr |
| The Federal Bank Ltd | Financial | 2.90% | ₹488.39 Cr |
| Fortis Healthcare Ltd | Healthcare | 2.23% | ₹376.26 Cr |
| Marico Ltd | Consumer Staples | 2.22% | ₹374.44 Cr |
| Solar Industries India Ltd | Materials | 2.14% | ₹360.65 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 2.00% | ₹336.64 Cr |
| Jsw Energy Ltd | Energy & Utilities | 1.91% | ₹321.07 Cr |
| Indian Bank | Financial | 1.65% | ₹278.07 Cr |
| Coforge Ltd | Technology | 1.63% | ₹275.46 Cr |
| Idfc First Bank Ltd | Financial | 1.63% | ₹274.38 Cr |
| Cummins India Ltd | Industrials | 1.61% | ₹270.51 Cr |
| Ge T&d India Ltd | Industrials | 1.57% | ₹264.90 Cr |
| Nmdc Ltd | Materials | 1.56% | ₹263.65 Cr |
| Persistent Systems Ltd | Technology | 1.56% | ₹263.25 Cr |
| Au Small Finance Bank Ltd | Financial | 1.55% | ₹261.64 Cr |
| Radico Khaitan Ltd | Consumer Staples | 1.53% | ₹258.31 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 1.53% | ₹258.29 Cr |
| Indus Towers Ltd | Technology | 1.53% | ₹257.36 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹108.95 | 19.05% | 23.01% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹44.44 | 19.05% | 23.01% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹231.24 | 25.62% | 21.86% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹80.73 | 25.62% | 21.86% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹94.42 | 17.89% | 21.73% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹42.67 | 17.89% | 21.73% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,918.68 | 23.48% | 21.61% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹190.79 | 23.48% | 21.61% | - |
| Edelweiss Mid Cap Direct Plan-growth |
₹125.75 | 23.85% | 20.92% | - |
| Edelweiss Mid Cap Direct Plan-idcw |
₹91.69 | 23.85% | 20.92% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Edelweiss Mid Cap Direct Plan-growth
What is the current AUM of Edelweiss Mid Cap Direct Plan-growth?
As of Sun May 31, 2026, Edelweiss Mid Cap Direct Plan-growth manages assets worth ₹16,848.6 crore
How has Edelweiss Mid Cap Direct Plan-growth performed recently?
- 3 Months: 10.89%
- 6 Months: 4.62%
What is the long-term performance of Edelweiss Mid Cap Direct Plan-growth?
- 3 Years CAGR: 23.85%
- 5 Years CAGR: 20.92%
- Since Inception: 21.40%
What is the portfolio composition of Edelweiss Mid Cap Direct Plan-growth?
Equity: 96.05%, Debt: 3.85%, Others: 0.10%.
Who manages Edelweiss Mid Cap Direct Plan-growth?
Edelweiss Mid Cap Direct Plan-growth is managed by Trideep Bhattacharya from Edelweiss Mutual Fund.
What is the market-cap allocation of Edelweiss Mid Cap Direct Plan-growth?
Large Cap: 14.10%, Mid Cap: 74.80%, Small Cap: 11.10%.
Which are the top companies Edelweiss Mid Cap Direct Plan-growth has invested in?
- Others CBLO – 3.85% of the fund's portfolio
- Multi Commodity Exchange Of India Ltd – 3.03% of the fund's portfolio
- BSE Ltd – 2.94% of the fund's portfolio
- The Federal Bank Ltd – 2.90% of the fund's portfolio
- Fortis Healthcare Ltd – 2.23% of the fund's portfolio
Which are the major sectors Edelweiss Mid Cap Direct Plan-growth focuses on?
- Financial – 13.70% of the fund's portfolio
- Industrials – 5.18% of the fund's portfolio
- Technology – 4.72% of the fund's portfolio
- Unspecified – 3.85% of the fund's portfolio
- Consumer Staples – 3.75% of the fund's portfolio
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