About Fund
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.
The Edelweiss Mid Cap Fund Direct Plan Growth Option has an AUM of 13553.62 crores & has delivered CAGR of 22.29 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.49%. The minimum investment in Edelweiss Mid Cap Fund Direct Plan Growth Option is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Clearing Corporation Of India Ltd., Federal Bank, Multi Commodity Exchange Of India, Marico.
The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Investment Services, Chemical Manufacturing.
Some of the similar funds are Edelweiss Mid Cap Fund Direct Plan Growth Option, HSBC Midcap Fund Direct Plan Growth, Sundaram Mid Cap – Direct Plan – Growth Option, Mirae Asset Midcap Fund Direct Growth, DSP Midcap Fund Direct Plan Growth. Edelweiss Mid Cap Fund Direct Plan Growth Option has a sharpe ratio of 1.06 & a standard deviation of 17.90%.
