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Edelweiss Mid Cap Fund - Regular Plan - Growth Option

(Erstwhile Edelweiss Mid and Small Cap Fund - Regular Plan - Growth Option)

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Category: Equity: Mid Cap
Launch Date: 26-12-2007
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.68% As on (31-10-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 12,646.93 Cr As on (31-10-2025)
Turn over: 53
NAV as on 08-12-2025

102.324

-1.71 (-1.6692%)

CAGR Since Inception

13.82%

NIFTY Midcap 150 TRI 17.42%

PERFORMANCE of Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 08-12-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Edelweiss Mid Cap Fund - Regular Plan - Growth Option -0.31 23.45 25.19 18.3 13.82
NIFTY MIDCAP 150 TRI 1.33 21.99 24.06 18.42 17.42
Equity: Mid Cap -1.81 19.71 21.67 16.14 17.47

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Raj Koradia

Investment Objective

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.

RETURNS CALCULATOR for Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 13.78 1.15 1.84 0.94 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 -0.31 20.83 23.45 25.19 18.3
Invesco India Midcap Fund - Growth Option 19-04-2007 4.23 24.39 25.26 24.55 18.31
HDFC Mid Cap Fund - Growth Plan 25-06-2007 4.01 18.15 24.02 25.61 18.34
ICICI Prudential MidCap Fund - Growth 10-10-2004 3.46 18.8 20.66 22.67 15.89
Mirae Asset Midcap Fund - Regular Plan-Growth Option 01-07-2019 3.44 15.46 19.03 22.34 0.0
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 3.08 19.59 24.04 0.0 0.0
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 0.96 18.35 22.6 23.29 15.45
Tata Mid Cap Fund Regular Plan- Growth Option 01-07-1994 0.27 13.63 20.13 20.93 15.82
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 -0.18 15.83 19.48 0.0 0.0
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 -0.4 14.77 18.08 21.6 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Portfolio as on