Edelweiss Mid Cap Fund

Mutual Fund

Edelweiss Mid Cap Fund

By Rajendra

Apr 23, 2023

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Scheme Analysis

Category

Mid Cap

Inception

Dec 26, 2007

Benchmark

Nifty MidCap 150

AUM - 2,617 Cr Fund Manager Trideep Bhattacharya & Sahil Shah

Edelweiss Mid Cap Fund

Top 5 Holding

Cummins India

Federal Bank

Persistent

Indian Bank

ABB

6.07

5.03

4.69

4.15

3.84

Total - 23.78

Fund invest only in quality businesses having profitable products and services and run by good managements

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Investment Strategy

Capital Goods

Financial Service

Chemical

Top 5 Sector 24.10

18.71

9.36

8.09

6.91

Construction Material

Healthcare

Market Cap Exposure Large Cap

Mid Cap

14.80%

68.35%

Edelweiss Mid Cap Fund

Small Cap

16.85%

Fund avoid businesses run by weak management and those who do not have earnings or growth visibility

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Investment Strategy

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Returns

1.98%

36.90%

11.95%

Edelweiss Mid Cap Fund

Fund invest in strong businesses that promise good earnings growth opportunities

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Investment Strategy

SIP Performance Exit Load upto 12 month - 1%

As on 3 Apr. 2023

1 Year

3 Year

5 Year

Period

Value

12,052

47,466

93,507

Returns

0.80%

18.75%

17.75%

Monthly SIP of 1,000

Edelweiss Mid Cap Fund

You want to invest in emerging businesses that can become big tomorrow

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Investment Strategy

You will ignore any short-term negative performance or sharp changes in the value of investment

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