EquityMid Cap FundDirect · Growth
Edelweiss Mid Cap Fund - Direct Plan - Growth Option
Edelweiss · Scheme 140228
₹129.60▼ 0.29%NAV · 2026-08-05
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
23.8%
Risk level
High
Min SIP
—
Benchmark
Nifty Midcap 150 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.00% |
| 3 Months | +5.67% |
| 6 Months | +7.00% |
| 1 Year | +11.36% |
| 3 Years (CAGR) | +23.78% |
| 5 Years (CAGR) | +19.73% |
| 10 Years (CAGR) | — |
| Since Launch | +20.65% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns83
Consistency81
Risk-adjusted58
Downside protection52
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +23.8%
- ✓ 3Y CAGR vs category: +4.0% vs category avg
- ✓ Positive 3Y windows: 97% of rolling 3Y windows positive
- ✓ Beat category: beat category in 76% of windows
- ✓ Alpha vs benchmark: +13.3%
Risk metrics
Sharpe ratio
0.82
Sortino ratio
0.97
Volatility
17.23%
Max drawdown
-39.21%
Downside capture
84.60%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.