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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 · 1.89%Inception · 26-12-2007
NAV
₹108.53
-0.32% · as of 11-09-2026
Since inception
13.58%
CAGR
Benchmark (inception)
17.03%
CAGR
Fund size
₹19,891 Cr
AUM
Expense ratio
1.89%
30-08-2026
Performance
Returns vs benchmark & category
Since inception: +13.58% CAGR vs benchmark +17.03%.
Portfolio
Where the money is invested
Top holdings
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-3.87%
BSE LIMITED EQ NEW FV RS. 2/-2.61%
FORTIS HEALTHCARE LIMITED. EQ2.25%
MARICO LIMITED NEW EQ RE.12.22%
SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/-2.15%
Multi Commodity Exchange of India L2.14%
BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/-1.88%
IDFC FIRST BANK LIMITED EQ1.78%
CITY UNION BANK LIMITED EQ NEW RS. 1/-1.78%
IPCA LABORATORIES LIMITED EQ NEW FV RE .1/-1.76%
Sector allocation
Financial Services28.47%
Capital Goods15.18%
Healthcare10.08%
Automobile and Auto Components7.59%
Chemicals4.73%
Fast Moving Consumer Goods4.53%
Consumer Services4.00%
Metals & Mining3.53%
Information Technology3.15%
Telecommunication2.85%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 13.6% p.a.₹10,000
10 years
Projected value
₹25,54,833
Invested: ₹12,00,000
Gained: ₹13,54,833
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. Mehul Dalmia
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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