Mutual Fund

Edelweiss Mid Cap Fund

By Rajendra

Oct 15, 2022

image source -Unsplash

Scheme Analysis

Category 

Mid Cap

Inception

Dec 26, 2007

Benchmark

Nifty MidCap 150

Scribbled Arrow

AUM  - 2,293 Cr

Fund Manager

Trideep Bhattacharya & Sahil Shah

Thick Brush Stroke

Edelweiss Mid Cap Fund

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

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Investment Strategy

Top 5 Holding

ABB

Cummins India

Federal Bank

Trent

Cholamandalam Invest.

4.29

3.85

3.82

3.51

3.48

Total 18.95

Brush Stroke

Market Cap Exposure

Large Cap

Mid Cap

9.09%

69.50%

Edelweiss Mid Cap Fund

Small Cap

21.42%

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

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Investment Strategy

Financial Service

Capital Goods

Chemical

Top 5 Sector

20.94

19.94

10.17

8.10

8.06

Consumer Service

Healthcare

Fund invest in strong businesses that promise good earnings growth opportunities

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Investment Strategy

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

Scribbled Arrow

As on 30Sep. 2022

1 Year

3 Year

5 Year

Period

Returns

5.10%

26.28%

15.29%

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

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Investment Strategy

Thick Brush Stroke

SIP Performance

Exit Load

upto 1 year - 1%

Scribbled Arrow

As on 30 Sep. 2022

1 Year

3 Year

5 Year

Period

Value

12,668

54,399

1,01,000

Returns

10.51%

28.78%

20.97%

Monthly SIP of 1,000

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

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