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Edelweiss Mutual Fund · Equity: Mid Cap
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realised.
EquityBenchmark · Nifty Midcap 150 TRITER · 1.67%Inception · 26-12-2007
NAV
₹108.33
+0.54% · as of 15-07-2026
Since inception
13.69%
CAGR
Benchmark (inception)
17.23%
CAGR
Fund size
₹17,748 Cr
AUM
Expense ratio
1.67%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +13.69% CAGR vs benchmark +17.23%.
Portfolio
Where the money is invested
Top holdings
Clearing Corporation of India Ltd.3.85%
Multi Commodity Exchange of India L3.03%
BSE LIMITED EQ NEW FV RS. 2/-2.94%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-2.90%
FORTIS HEALTHCARE LIMITED. EQ2.23%
MARICO LIMITED NEW EQ RE.12.22%
SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/-2.14%
BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/-2.00%
JSW ENERGY LIMITED EQ1.91%
INDIAN BANK EQ1.65%
Sector allocation
Financial Services27.75%
Capital Goods15.82%
Healthcare8.98%
Automobile and Auto Components7.28%
Fast Moving Consumer Goods4.76%
Chemicals4.75%
Metals & Mining4.26%
Information Technology3.53%
Consumer Services3.34%
Power3.25%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 13.7% p.a.₹10,000
10 years
Projected value
₹25,71,947
Invested: ₹12,00,000
Gained: ₹13,71,947
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Trideep Bhattacharya, Mr. Dhruv Bhatia & Mr. Raj Koradia
Manager since fund inception data not available
ISIN & identifiers
AMFI code
140225
ISIN (Growth)
INF843K01013
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Mid Cap funds
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