3 Year return
29%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹7400.59 Cr.
Expense Ratio
0.38% (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 |
38.77% |
4.5 |
Quant Mid Cap Fund |
31.94% |
4 |
Edelweiss Mid Cap Fund |
29% |
3 |
Schemes by Edelweiss Mutual Fund
List of mutual fund schemes by AMC
Other . FoFs Domestic
Bharat Bond ETF FoF April 2032 Direct Growth
Other . FoFs Domestic
Bharat Bond ETF FoF April 2032 Direct Plan Dividend Payout
Other . FoFs Domestic
Bharat Bond ETF FoF April 2032 Direct Plan Dividend Reinvestment
Other . FoFs Domestic
Bharat Bond ETF FoF April 2033 Direct Plan Growth
Other . FoFs Domestic
Bharat Bond ETF FoF April 2033 Direct Plan IDCW Payout
About Edelweiss Mid Cap Fund Direct Plan IDCW Reinvestment
Edelweiss Mid Cap Fund Direct Plan IDCW Reinvestment is an actively managed mid-cap fund managed by Edelweiss Mutual Fund. It is a direct plan, which means that you will pay lower fees than if you invested in a regular plan. The fund has an IDCW (in-built dividend reinvestment) option, which means that your dividends will be reinvested in the fund.
Investment Objectives of the Scheme
The investment objective of Edelweiss Mid Cap Fund Direct Plan IDCW Reinvestment is to generate long-term capital appreciation by investing in a diversified portfolio of mid-cap stocks. The fund seeks to achieve its objective by investing in a mix of mid-cap stocks that are expected to grow at a faster pace than the overall market.
Key Features of The Fund
5-year return | 33.95% |
Expense Ratio | 0.38% |
Fund Manager | Trideep Bhattacharya |
Fund Size | ₹7400.59 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
Edelweiss Mid Cap Fund Direct Plan IDCW Reinvestment is a good option for investors who are looking for a growth-oriented investment with the potential for high returns. The fund is suitable for investors who have a moderate risk tolerance and are looking for an investment that can help them achieve their long-term financial goals.
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.
Fast-Track Your Short-Term Goals With SIPs
FAQs
What is today's NAV of Edelweiss Mid Cap Fund Direct Plan IDCW Reinvestment?
What is the AUM of Edelweiss Mid Cap Fund Direct Plan IDCW Reinvestment?
What is the expense ratio of Edelweiss Mid Cap Fund Direct Plan IDCW Reinvestment?
What are the returns of Edelweiss Mid Cap Fund Direct Plan IDCW Reinvestment since inception?
What is the minimum SIP amount to invest in Edelweiss Mid Cap Fund Direct Plan IDCW Reinvestment?
How do I invest in Edelweiss Mid Cap Fund Direct Plan IDCW Reinvestment?
- 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 Direct Plan IDCW Reinvestment?
- 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 Direct Plan IDCW Reinvestment?
- 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 Direct Plan IDCW Reinvestment?
- 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.