Edelweiss Mid Cap Fund Regular-Growth
The fund is rated 4.5 stars. The strongest areas were investment selection within each asset type, investment selection within each industry, and balance between returns and downside risk. Higher annual fee of 1.87% and above-average fund size of Rs 19,891 crore were minor drawbacks.
This fund has a good track record with Asset Selection/Timing, a good track record with Stock Selection/Timing, a good risk-reward ratio. It is important to note, however, that this fund has a 19890.998 AUM and a 1.87 expense ratio. Considering all these factors, we have rated this fund as 4.5 star.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 8 Oct 2026
Risk ratios
As of 30 Sep 2026
Portfolio
As of 31 Aug 2026
Market-cap split
Sector allocation
Holdings (99)
| Holding | % of fund | Value | Shares |
|---|---|---|---|
| The Federal Bank Ltd. | 3.73% | ₹742.79 Cr | 2,08,23,817 |
| Multi Commodity Exchange Of India Ltd. | 2.69% | ₹534.37 Cr | 15,71,687 |
| Coforge Ltd. | 2.18% | ₹432.76 Cr | 21,79,829 |
| Solar Industries India Ltd. | 2.06% | ₹410.06 Cr | 2,03,930 |
| Persistent Systems Ltd. | 2.04% | ₹405.56 Cr | 7,24,918 |
| City Union Bank Ltd. | 1.98% | ₹393.12 Cr | 1,71,52,756 |
| BSE Ltd. | 1.97% | ₹392.63 Cr | 11,96,328 |
| Marico Ltd. | 1.94% | ₹385.54 Cr | 47,01,724 |
| Fortis Healthcare Ltd. | 1.91% | ₹379.21 Cr | 41,81,418 |
| Ipca Laboratories Ltd. | 1.82% | ₹362.09 Cr | 18,33,465 |
Fund details
Long term capital growth. Investments predominantly in equity and equity related securities focused on smaller companies (generally, the universe will be the companies constituting the bottom fourth by way of market capitalization of stocks listed on th
The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Mid Cap companies.
Exit load of 1%, if redeemed within 90 days.