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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹13,554 Cr

Lock In Period

N/A

Expense Ratio

1.68

Benchmark

Nifty Midcap 100 Total Return

Exit Load

If the units are redeemed /switched out on or before 90 days from the date of allotment - 1.00%If the units are redeemed /switched out after 90 days from the date of allotment - Nil.

Summary

Latest details for Edelweiss Mid Cap Fund Growth include a ₹103.583 NAV as of May 04,2026 and returns since inception of 94.35%. Minimum investments start at SIP ₹100. The Edelweiss Mid Cap Fund Growth AUM is ₹13,554 Cr, with a lock-in of N/A years, expense ratio of 1.68%, and benchmark Nifty Midcap 100 Total Return. Exit load is - If the units are redeemed /switched out on or before 90 days from the date of allotment - 1.00%If the units are redeemed /switched out after 90 days from the date of allotment - Nil.. In the growth review for 1M Month/Year, the fund recorded 11.86% returns, against a category average of 1.80% and a category best of 16.89%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M11.861.8016.89
6M-0.590.7526.07
1Y10.734.9647.78
3Y24.7914.54142.86

Portfolio Analysis

  • Equity: 94.20%
  • Debt: 5.80%
  • Others
As on: 2026-03-31
View allocation % by

1. The Federal Bank Ltd.2.95%
2. AU Small Finance Bank Ltd.2.08%
3. IDFC First Bank Ltd.1.67%
4. Karur Vysya Bank Ltd.1.22%
5. City Union Bank Ltd.1.11%

1. L&T Finance Ltd.1.47%
2. Sundaram Finance Ltd.1.33%
3. Mahindra & Mahindra Financial Services Ltd1.21%
4. Muthoot Finance Ltd.1.16%
5. Cholamandalam Investment & Finance Company Ltd.0.60%

1. Lupin Ltd.1.65%
2. IPCA Laboratories Ltd.1.62%
3. Ajanta Pharma Ltd.0.82%
4. Mankind Pharma Ltd.0.66%

1. Multi Commodity Exchange Of India Ltd.2.42%
2. BSE Ltd.1.82%

1. Fortis Healthcare Ltd.2.03%
2. Max Healthcare Institute Ltd.1.44%

1. Persistent Systems Ltd.1.76%
2. Coforge Ltd.1.54%

1. Indian Bank1.95%
2. Canara Bank1.02%

1. SRF Ltd.1.64%
2. Navin Fluorine International Ltd.0.98%

1. Marico Ltd.2.40%

1. Max Financial Services Ltd.1.46%
2. 360 One Wam Ltd.0.46%
3. KFIN Technologies Ltd.0.44%

1. KEI Industries Ltd.1.29%
2. Polycab India Ltd.0.98%

1. Jubilant Foodworks Ltd.1.14%
2. The Indian Hotels Company Ltd.0.76%
3. ITC Hotels Ltd.0.25%

1. The Phoenix Mills Ltd.1.10%
2. Prestige Estates Projects Ltd.0.74%
3. Oberoi Realty Ltd.0.23%

1. Oil India Ltd.1.99%

1. APL Apollo Tubes Ltd.1.82%

1. Ashok Leyland Ltd.1.69%

1. LG Electronics India Ltd.0.99%
2. Dixon Technologies (India) Ltd.0.70%

1. Indus Towers Ltd.1.68%

1. JK Cement Ltd.1.68%

1. Solar Industries India Ltd.1.65%

1. Bharat Electronics Ltd.1.15%
2. Bharat Dynamics Ltd.0.44%

1. NMDC Ltd.1.58%

1. UNO Minda Ltd.1.56%

1. Bharat Forge Ltd.1.52%

1. Jindal Stainless Ltd.1.50%

1. Torrent Power Ltd.1.47%

1. Cummins India Ltd.1.43%

1. Vodafone Idea Ltd.0.72%
2. Bharti Hexacom Ltd.0.68%

1. Bharat Heavy Electricals Ltd.0.95%
2. Triveni Turbine Ltd.0.43%

1. HDFC Asset Management Company Ltd.1.37%

1. GE Vernova T&D India Limited1.34%

1. PB Fintech Ltd.1.33%

1. Radico Khaitan Ltd.1.33%

1. Balkrishna Industries Ltd.0.91%
2. CEAT Ltd.0.42%

1. Creditaccess Grameen Ltd.1.24%

1. Vishal Mega Mart Ltd1.10%

1. Page Industries Ltd.1.07%

About Fund

Edelweiss Mid Cap Fund Growth managed by Edelweiss Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹13,554 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 1.68. Under the expert guidance of Trideep Bhattacharya ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Trideep Bhattacharya

Mr. Trideep Bhattacharya is a B.Tech (Electrical Engineer), MBA (Finance). Prior to joining Edelweiss Asset Management Limited he has worked with Axis Mutual Fund, State Street Global Advisors, UBS Global Asset Management and Kotak Securities.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundSundaram Mid Cap Fund Growth511898.19 CR1.73
This FundMahindra Manulife Mid Cap Fund Growth44098.63 CR1.85
This FundEdelweiss Mid Cap Fund Growth413553.62 CR1.68
This FundICICI Prudential MidCap Fund Growth46568.77 CR1.87
This FundHSBC Midcap Fund Growth411341.83 CR1.73
Fund Name1Y3Y
This FundSundaram Mid Cap Fund Growth11.304191.712
This FundMahindra Manulife Mid Cap Fund Growth12.026491.9642
This FundEdelweiss Mid Cap Fund Growth10.733294.3474
This FundICICI Prudential MidCap Fund Growth24.3281101.4126
This FundHSBC Midcap Fund Growth21.5972104.5605

FAQs

Edelweiss Mid Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Edelweiss Mid Cap Fund Growth is 1.68. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Edelweiss Mid Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 11.86%
  • 6 Months : -0.59%
  • 1 Year : 10.73%
  • 3 Years : 24.79%
Returns of Edelweiss Mid Cap Fund Growth are updated daily based on NAV of ₹ 103.583 as on May 04,2026. Since inception, the return has been 94.35%.

You can invest in Edelweiss Mid Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Edelweiss Mid Cap Fund Growth is ₹13,554 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Edelweiss Mid Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500