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Edelweiss Mid Cap Fund - Direct Plan

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.

Fund Info

Scheme Class	Equity
Scheme Category	Mid-Cap
Expense Ratio	0.4%
Min subscription	₹ 100

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 9,242
AMC AUM (in Crs.)	₹ 11,665
Min Addition Subscription	₹ 100

Benchmark Type

BSE Midcap TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-90) days. No Exit load, if redeemed after 90 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	30.59%
HSBC Midcap Fund - Direct Plan	1000	1000	26.82%
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	30.59%
Axis Midcap Fund - Direct Plan	100	100	22.32%
Kotak Emerging Equity Scheme - Direct Plan	1000	1000	25.11%
DSP Midcap Fund - Direct Plan	500	1000	21.82%

Top 10 Holdings

Company	Holding Type	Asset(%)
Indian Hotels Co Ltd	Equity	4
Max Healthcare Institute Ltd Ordinary Shares	Equity	3
Persistent Systems Ltd	Equity	3
Dixon Technologies (India) Ltd	Equity	3
Marico Ltd	Equity	3
Coforge Ltd	Equity	3
Solar Industries India Ltd	Equity	3
Edelweiss Liquid Dir Gr	Mutual Fund - Open End	3
PB Fintech Ltd	Equity	2
CG Power & Industrial Solutions Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	96
Mutual Fund - Open End	3
Cash - Repurchase Agreement	1
Cash	0
Cash - Collateral	0

Sector Allocation(%)

Sector	Percent
Financial Services	21
Consumer Cyclical	18
Healthcare	12
Industrials	12
Technology	10

Fund Manager

Dhruv Bhatia

0+ years of experience

Trideep Bhattacharya

3+ years of experience

Raj Koradia

0+ years of experience

Edelweiss Mutual Fund

AUM₹11,665 Cr

About

Edelweiss Group is the parent company of Edelweiss Mutual Fund. Edelweiss Financial Services Limited is the trust that sponsors it. Edelweiss Asset Management Limited is the investment manager of EMF. Edelweiss Finance Ltd. was established in 1996; since then, it has been a key player in the financial marketplace. The company deals in providing asset management, investment banking, and insurance broking services to its clients. The firm has registered its presence in 19 states of India and it is headquartered in Mumbai. In 2008, Edelweiss got the green signal to set up its mutual fund house.##The asset management company follows a process oriented approach, which ultimately helps investors reach their financial goal. The fund house offers a bouquet of mutual funds ranging across various categories like equity, debt and hybrid and invests in various market capitalization. This approach caters to the needs of all its customers with different investment styles.

emfhelp@edelweissfin.com

Phone

1800 425 0090

Address

Edelweiss House, Off C.S.T. Road, Kalina, Mumbai - 400 098

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m