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Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Edelweiss · Mid Cap
High
₹106.56
Current NAV
25 Jun 2026
33.2%
1Y Return
30.2%
3Y CAGR
17.2%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.82).
  • Well-diversified portfolio aligned with the Mid Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.22%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.82
Sharpe Ratio
1.02
Beta
4.82
Alpha
0.92
Sortino
Fund Details
Fund House Edelweiss
Category Mid Cap
AUM ₹370 Cr
Expense Ratio 2.22%
Min SIP ₹500
Min Lumpsum ₹1000
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