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Edelweiss Mid Cap Fund Direct growth
Equity • Mid Cap • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Mid Cap
Direct growth
Launched On
01 Jan 2013
12.7 years ago
Lock-in Period
No lock-in
NAV
as of 03 Sep 2025
₹117.78
+0.4589% (0.60)
AUM
₹10,988 Cr
Expense ratio
0.39%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 90D
1%
If units sold after 90D
0%
What's in this fund?
Sectors
Holdings
Financial Services
Consumer Cyclical
Industrials
Basic Materials
Healthcare
Fund House
Edelweiss
Inc: 14 Jun 2007 • Total AUM: ₹1,32,893 Cr • Rank #13Edelweiss Mutual Fund, started in 2009, has Edelweiss as its sponsor. The fund house is headed by Radhika Gupta as the CEO. As of 31 March 2024, it has an AUM of ₹1,61,815 Cr.
Fund Managers
Trideep Bhattacharya
Experience: 3.91 yrs • Total AUM: 1,82,632 Cr
Dhruv Bhatia
Experience: 6.13 yrs • Total AUM: 1,25,405 Cr
Raj Koradia
Experience: 1.07 yrs • Total AUM: 1,80,309 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
Motilal Oswal Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
29.99%
Expense ratio
0.7%
Returns vs category
Risk vs category
Invesco India Mid Cap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
28.77%
Expense ratio
0.55%
Returns vs category
Risk vs category
Nippon India Growth Mid Cap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
25.34%
Expense ratio
0.71%
Returns vs category
Risk vs category
Kotak Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
22.50%
Expense ratio
0.37%
Returns vs category
Risk vs category
Axis Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
19.39%
Expense ratio
0.55%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.