
Edelweiss Mid Cap Fund(G)-Direct Plan
+18.95%
5Y annualised
+18.95%
5Y annualised
-0.40% 1D
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Buy, Hold or Sell?
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NAV : 09 Sep 2026
₹129.22
Min. SIP amount
₹100
Fund size (AUM)
18693 Cr
Expense ratio
0.4%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 09 Sep 2026
₹129.22
Min. SIP amount
₹100
Fund size (AUM)
18693 Cr
Expense ratio
0.4%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
13.92%
Mid Cap
70.71%
Small Cap
12.11%
Others
3.26%
Sector Allocation
Finance
13.56%
Bank
11.93%
Automobile & Ancillaries
11.19%
Healthcare
9.64%
It
5.73%
Capital Goods
5.39%
Domestic Equities
4.74%
Chemicals
4.67%
Others
32.98%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 90D, Nil after 90D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Trideep Bhattacharya
Present
Dhruv Bhatia
Present
Mehul Dalmia
Present
Similar/Peer Fund Comparison
HSBC Midcap Fund(G)-Direct Plan
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ITI Mid Cap Fund(G)-Direct Plan
Mahindra Manulife Mid Cap Fund(G)-Direct Plan
Bandhan Mid Cap Fund(G)-Direct Plan
Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan
Mirae Asset Midcap Fund(G)-Direct Plan
FAQs
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