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Edelweiss Mid Cap Fund - Direct Plan - Growth Option

Edelweiss · Scheme 140228

130.71 0.18%NAV · 2026-09-18
73
Strong FundScore
Start SIP
AUM
₹18,694 cr
Expense ratio
0.72%
3Y CAGR
23.9%
Risk level
High
Min SIP
₹100
Benchmark
Nifty Midcap 150 TRI
Fund manager: Harshad PatwardhanExit load: Exit load of 1%, if redeemed within 90 days.
Strong · 73/100

A high-quality fund that scores well on the factors that matter.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • Strong long-term record — 20.3% CAGR over 5 years.
  • Compounding well recently — 23.9% CAGR over 3 years.
  • Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • 3Y CAGR: +23.9%
  • Positive 3Y windows: 97% of rolling 3Y windows positive

📉 What could drag it down

  • Mid Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.

FundScore breakdown

73/100 · Strong
How it works →
82
Returns
Excellent
81
Consistency
Excellent
58
Risk-adjusted
Decent
53
Downside protection
Average
81
Cost efficiency
Excellent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.