Edelweiss Mid Cap Direct Plan Growth-1.57%

3Groww
-15.39%
1 Year Return
Equity
Mid Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Edelweiss Mid Cap Direct Plan Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.68%
NAV27.58 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size848 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Edelweiss Mid Cap Direct Plan Growth
-15.4%
5.0%
11.2%
16.4%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -15.4% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    5. 10Y Returns are higher than the benchmark
    Cons
    1. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    CBLO(CCIL)Current AssetsMoney Market17.5%
    RBL Bank Ltd.Financial ServicesEquity4.9%
    Divis Laboratories Ltd.PharmaEquity4.3%
    Apollo Hospitals Enterprise Ltd.Healthcare ServicesEquity3.6%
    Mahindra & Mahindra Financial Services Ltd.Financial ServicesEquity3.1%
    Cholamandalam Investment and Finance Company Ltd.Financial ServicesEquity3.1%
    Aditya Birla Fashion & Retail Ltd.Consumer GoodsEquity2.8%
    Sterlite Technologies Ltd.TelecomEquity2.7%
    Torrent Pharmaceuticals Ltd.PharmaEquity2.6%
    Indian Hotels Co. Ltd.ServicesEquity2.6%
    See All

    Fund Managers

    addHarshad Patwardhan
    Education
    Mr. Patwardhan is B.Tech from IIT, MBA from IIM and CFA.
    Experience
    Mr. Patwardhan has an overall work experience of over 23 years in the investment management function and has joined Edelweiss AMC as Chief Investment Officer - Equity and a key personnel. Prior to joining Edelweiss AMC, he was associated with JPMorgan Asset Management India Private Limited since June 2006 as CIO-Equities. Prior to that Mr. Patwardhan worked for two years with Deutsche Equities India Private Limited as a senior research analyst and has had extensive experience with several foreign brokerage houses covering a variety of sectors.
    Funds Managed

    Other Details

    Edelweiss Mid Cap Direct Plan Growth is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Harshad Patwardhan is the Current Fund Manager of Edelweiss Mid Cap Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹848 Cr and the Latest NAV as of 08 Jul 2019 is ₹27.58.

    The Edelweiss Mid Cap Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 12 months.

    Investment Objective

    The investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of 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 the National Stock Exchange or The Bombay Stock Exchange. The fund manager may from time to time include other equity and equity related securities outside the universe to achieve optimal portfolio construction. However, there can be no assurance that the investment objective of the scheme will be realised.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 12 months
    Exit Load

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    About Edelweiss Mutual Fund

    Address
    Tower 3, Wing B, Ground Floor, Kohinoor City Mall, Kohinoor City, Kirol Road, Kurla(W), Mumbai 400070
    Phone
    +91 22 40979900
    Launch Date
    29 Apr 2008
    Edelweiss Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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