EQUITY•MID CAP FUND
Edelweiss Mid Cap Fund
3 Year return
23.74%
NAV on August 10, 2026
129.718
1D Returns
+0.17%
Launched on January 2013(13 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 Investment₹3,600
Gain
46.67%₹1,680
Total Value ₹5,280
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹17,748.32 Cr.
Expense Ratio
0.71% (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
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
MD
Mehul Dalmia
Fund Manager since Aug 2026
RK
Raj Koradia
Fund Manager since Aug 2024
TB
Trideep Bhattacharya
Fund Manager since Oct 2021
Fund House Details
Edelweiss Mutual Fund
Asset management company
AUM
₹1,95,092.01 Cr.
No. of Schemes
184
Setup Date
2009
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Motilal Oswal Midcap Fund | 20.5839% | 4.5 |
| Invesco India Midcap Fund | 26.1279% | 2 |
| HDFC Mid Cap Fund | 20.481% | 4 |
Schemes by Edelweiss Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
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
19.8325%
Expense Ratio
0.71%
Fund Manager
Dhruv Bhatia
Fund Size
₹17748.32 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 | January 2009 |
| Address | 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
What is today's NAV of Edelweiss Mid Cap Fund?
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 August 10, 2026, is ₹129.718
What is the AUM of Edelweiss Mid Cap Fund?
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 ₹17748.32 crore.
What is the expense ratio of Edelweiss Mid Cap Fund?
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 0.71%
What are the returns of Edelweiss Mid Cap Fund since inception?
The Edelweiss Mid Cap Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Edelweiss Mid Cap Fund?
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 ₹100.
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.
ENTER AMOUNT
₹
₹5,280 in 3Y at 23.7377% returns
SIP Date1st of every month
Your next SIP Payment will be on 10 September 2026
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