3 Year return
29.44%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹7677.01 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.
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
Fund Holdings
Edelweiss Mutual Fund Managers
TB
Trideep Bhattacharya
Fund Manager since Oct 2023
Fund House Details
Edelweiss Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Motilal Oswal Midcap Fund |
38.13% |
4.5 |
Quant Mid Cap Fund |
27.05% |
4 |
PGIM India Midcap Opportunities Fund |
17.4% |
5 |
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Bharat Bond ETF FoF April 2033 Direct Plan Growth
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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 | 33.18% |
Expense Ratio | 0.4% |
Fund Manager | Trideep Bhattacharya |
Fund Size | ₹7677.01 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
Name | Edelweiss Mutual Fund |
Launch Date | 2009 |
Addresss | Edelweiss House, Off. C.S.T Road, Kalina, Mumbai - 400 098 |
Contact | 1800 425 0090 |
EMFHelp@edelweissmf.com | |
Website | https://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
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What is the minimum SIP amount to invest in Edelweiss Mid Cap Fund?
How do I invest in Edelweiss Mid Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Edelweiss Mid Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Edelweiss Mid Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Edelweiss Mid Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.