Edelweiss Mid Cap Fund

Mutual Fund

By Rajendra Apr 23, 2023 image source -Unsplash Scheme Analysis

Top 5 Holding

Cummins India Federal Bank Persistent Indian Bank ABB 6.07 5.03 4.69 4.15 3.84 Total - 23.78

Investment Strategy

[{"selector":"#anim-423755b0-7716-4b47-a475-e1b05fc0bd10","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-9660c26b-d35f-448b-bb5e-65769fdc8dfb","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Fund invest only in quality businesses having profitable products and services and run by good managements Image Credit - Unsplash

Capital Goods

24.10 18.71 9.36 8.09 6.91

Market Cap Exposure

[{"selector":"#anim-6a958fdf-ab40-490b-8574-994dd4ea6762","keyframes":{"opacity":[0,1]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-19376806-d01f-4337-8715-4fbb4373b521","keyframes":{"transform":["rotate(-120deg) translate3d(0px, -59.64385%, 0) rotate(120deg)","rotate(-120deg) translate3d(0px, 0px, 0) rotate(120deg)"]},"delay":0,"duration":4000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-0ffc7293-d07b-40be-9793-5a9ba7f99874","keyframes":{"transform":["scale(1)","scale(1.5)","scale(0.95)","scale(1)"],"offset":[0,0.33,0.66,1]},"delay":0,"duration":1450,"easing":"ease-in-out","fill":"both","iterations":1}] Brush Stroke Large Cap Mid Cap 14.80% 68.35% Small Cap 16.85%

Investment Strategy

[{"selector":"#anim-df1fdddc-5b3c-47af-973c-16c472103b38","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-748fefca-1282-4d06-a0db-321b55aa9996","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Fund avoid businesses run by weak management and those who do not have earnings or growth visibility Image Credit - Unsplash

Scheme Performance

[{"selector":"#anim-559fc3f4-38e0-4b22-a4c5-39c5723f92d0","keyframes":{"transform":["translate3d(-109.63855%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-a96e091d-f34a-4925-8173-f37145e187d0","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-eabb63c5-a8a8-4c92-b229-25ada7967269","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}] Thick Brush Stroke Upto 1 Year - 1.00% Scribbled Arrow As on 3 Apr. 2023 1 Year 3 Year 5 Year 1.98% 36.90% 11.95%

Investment Strategy

[{"selector":"#anim-01e55992-95ce-4166-9848-e665ee0ed9dd","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-ce3ecece-af7b-4294-b70d-fa86cdc1a3ad","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Fund invest in strong businesses that promise good earnings growth opportunities Image Credit - Unsplash

SIP Performance

Thick Brush Stroke upto 12 month - 1% Scribbled Arrow As on 3 Apr. 2023 1 Year 3 Year 5 Year 12,052 47,466 93,507 0.80% 18.75% 17.75% Monthly SIP of 1,000

Investment Strategy

[{"selector":"#anim-578aa832-8a46-4277-b64e-dbf934bfe42b","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-318c3fb1-b1ab-46d9-b306-58902895007c","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] You want to invest in emerging businesses that can become big tomorrow Image Credit - Unsplash

[{"selector":"#anim-341a9a54-69cd-4350-8bd5-15e7a12ad30a","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-ef643ed0-53ab-4411-bf04-fa68d3bbbb4b","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] You will ignore any short-term negative performance or sharp changes in the value of investment Image Credit - Unsplash

Mutual Fund

Edelweiss Mid Cap Fund

Category

Inception

Benchmark

AUM - 2,617 Cr

Fund Manager