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EQUITYMID CAP FUND

Edelweiss Mid Cap Fund

3 Year return

25.65%
NAV on December 12, 2025
120.584
1D Returns
+0.99%
Launched on January 2013(12 years)

Investment Details

₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

Your Investment3,600
Gain
51.5%1,854
Total Value 5,454

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹13,195.72 Cr.
Expense Ratio
0.4% (inclusive of GST)
Exit Load
1.00% - If redeemed / switched out on or befoe 90 days from the date of allotment. Nil - If redeemed / switched out after 90 days from the date of allotment.

Ratings

ARQ Rating
3

Ratings by other agencies

Value Research
4
Crisil
3
Morning Star
4

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Edelweiss Mutual Fund Manager

DB

Dhruv Bhatia

Fund Manager since Oct 2024

RK

Raj Koradia

Fund Manager since Aug 2024

TB

Trideep Bhattacharya

Fund Manager since Oct 2021

Fund House Details

Edelweiss Mutual Fund

Edelweiss Mutual Fund

Asset management company

AUM
₹1,78,677.92 Cr.
No. of Schemes
175
Setup Date
2009

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Midcap Fund24.4831%
4.5
Invesco India Midcap Fund27.4122%
2
HDFC Mid Cap Fund25.2226%
4

Schemes by Edelweiss Mutual Fund

List of mutual fund schemes by AMC

About Edelweiss Mid Cap Fund Direct Plan Growth

Categorised as a mid cap equity fund, the Edelweiss Mid Cap Fund — Direct Plan Growth is offered by Edelweiss Mutual Fund. It predominantly invests in mid cap stocks, which belong to companies that are in the 101st to 250th positions in terms of market capitalisation. Mid cap companies have more growth potential than large cap companies, but their stocks are also more volatile. However, when compared with small cap stocks, they are relatively less risky, although their growth potential is also comparatively lower. The Edelweiss Mid Cap Fund Direct Plan Growth is benchmarked against the Nifty Midcap 150 Total Return Index and is classified as a high-risk mutual fund scheme.

Investment Objective of the Scheme

The Edelweiss Mid Cap Fund — Direct Plan Growth has the primary objective of generating long-term capital gains for investors by investing in equity assets of mid cap companies. The fund’s net assets are allocated among companies that have an array of profitable products or services and a good management team leading them.

Key Features of The Fund

5-year return
27.1805%
Expense Ratio
0.4%
Fund Manager
Dhruv Bhatia
Fund Size
₹13195.72 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The Edelweiss Mid Cap Fund Direct Plan Growth could be a good addition to your portfolio if you are willing to invest in a high-risk scheme that has a portfolio of companies with the potential to become industry leaders. The ideal investment horizon for this scheme is between 7 and 10 years, so if you are looking for short-term or medium-term options, this scheme may not be suitable for you. Additionally, it may also be prone to short-term volatility and risks, so you will have to factor that into your investment decision.

AMC Contact Details

NameEdelweiss Mutual Fund
Launch DateJanuary 2009
AddressEdelweiss House, Off. C.S.T Road, Kalina, Mumbai - 400 098
Contact1800 425 0090
EmailEMFHelp@edelweissmf.com
Websitehttps://www.edelweissmf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Edelweiss Mid Cap Fund on December 12, 2025, is ₹120.584
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Edelweiss Mid Cap Fund, is ₹13195.72 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Edelweiss Mid Cap Fund is 0.4%
The Edelweiss Mid Cap Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Edelweiss Mid Cap Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

5,454 in 3Y at 25.6526% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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