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Fund Overview of Edelweiss Mid Cap Fund Regular-idcw
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₹17,748.3 CrAUM
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₹61.45NAV
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1.89%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Edelweiss Mid Cap Fund Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 3.69% | NA | 4.37% |
| 6 Months | 7.22% | NA | 15.67% |
| 1 Year | 5.25% | 5.25% | -0.50% |
| 2 Years | 14.24% | 6.88% | 23.18% |
| 3 Years | 79.58% | 21.55% | 22.72% |
| 5 Years | 126.14% | 17.73% | 26.92% |
| 7 Years | 334.23% | 23.34% | NA |
| 10 Years | 419.16% | 17.90% | 16.72% |
Asset Allocation
equities
96.17%debt instruments
3.60%other assets or cash equivalents
0.23%Edelweiss Mid Cap Fund Regular-idcw is one Equity mutual fund offered by Edelweiss Mutual Fund. Launched on 26 Dec 2007, the fund aims 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 It manages assets worth ₹17,748.3 crore as on Tue Jun 30, 2026. The expense ratio stands at 1.89%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Edelweiss Mid Cap Fund Regular-idcw
The portfolio allocation consists of 96.17% in equities, 3.60% in debt instruments, 0.23% in other assets or cash equivalents.Managed by Trideep Bhattacharya, it has delivered a return of 5.25% in the last year, a total return since inception of 13.58%.
Based on risk tolerance individuals often evaluate best sip plan during their long-term financial strategy.
Key Metrics of Edelweiss Mid Cap Fund Regular-idcw
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Standard Deviation17.68%
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Mean21.84%
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Sharpe Ratio0.91%
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Alpha3.13%
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Beta0.95%
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Sortino Ratio1.14%
Fund Details
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Compare Edelweiss Mid Cap Fund Regular-idcw with other mutual funds in the same category
Edelweiss Mid Cap Fund Regular-idcw
Motilal Oswal Midcap Fund Direct-growth
Motilal Oswal Midcap Fund Direct-idcw
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-growth  |
₹37,474 | 3.58% | 7.18% | -3.96% | 19.57% | 22.53% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹37,474 | 3.58% | 7.18% | -3.96% | 19.57% | 22.53% |
| Motilal Oswal Midcap Fund Regular-growth |
₹37,474 | 3.52% | 6.97% | -4.73% | 18.42% | 21.26% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹37,474 | 3.52% | 6.97% | -4.73% | 18.42% | 21.26% |
| Invesco India Mid Cap Fund Direct-growth |
₹13,767 | 0.30% | 9.10% | 7.50% | 25.44% | 20.54% |
| Invesco India Mid Cap Fund Direct-idcw |
₹13,767 | 0.30% | 9.10% | 7.50% | 25.44% | 20.54% |
HDFC Mid Cap Fund Direct-growth  |
₹100,858 | -0.25% | 4.24% | 4.83% | 19.40% | 20.01% |
| HDFC Mid Cap Fund Direct-idcw |
₹100,858 | -0.25% | 4.24% | 4.83% | 19.40% | 20.01% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹49,169 | -1.16% | 2.81% | 6.30% | 21.52% | 19.80% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹49,169 | -1.16% | 2.81% | 6.30% | 21.52% | 19.80% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Edelweiss Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Edelweiss Mid Cap Fund Regular-growth
|
₹17,748 | -0.41% | 3.69% | 7.22% | 5.25% | 21.55% |
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Edelweiss Mid Cap Direct Plan-growth
|
₹17,748 | -0.31% | 4.00% | 7.86% | 6.56% | 23.16% |
|
Edelweiss Mid Cap Direct Plan-idcw
|
₹17,748 | -0.31% | 4.00% | 7.86% | 6.56% | 23.16% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹100,858 | ₹205.14 | 18.64% | 19.22% | 17.25% |
| HDFC Mid Cap Fund Direct-growth |
₹100,858 | ₹227.32 | 19.40% | 20.01% | 18.14% |
| HDFC Mid Cap Fund Regular-idcw |
₹100,858 | ₹51.47 | 18.64% | 19.22% | 17.25% |
| HDFC Mid Cap Fund Direct-idcw |
₹100,858 | ₹80.72 | 19.40% | 20.01% | 18.14% |
| Kotak Midcap Fund Regular-growth |
₹67,611 | ₹143.78 | 18.79% | 16.55% | 17.04% |
| Kotak Midcap Fund Direct-growth |
₹67,611 | ₹168.14 | 20.04% | 17.86% | 18.46% |
| Kotak Midcap Fund Direct-idcw |
₹67,611 | ₹100.18 | 20.04% | 17.86% | 18.46% |
| Kotak Midcap Fund Regular-idcw |
₹67,611 | ₹78.97 | 18.79% | 16.55% | 17.04% |
| Nippon India Growth Mid Cap Fund-growth |
₹49,169 | ₹4,431.80 | 20.55% | 18.86% | 18.02% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹49,169 | ₹4,893.71 | 21.52% | 19.80% | 18.91% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Others Cblo | Unspecified | 5.88% | ₹796.45 Cr |
| Others Cblo | Unspecified | 5.27% | ₹727.32 Cr |
| The Federal Bank Ltd | Financial | 3.87% | ₹687.29 Cr |
| The Federal Bank Ltd | Financial | 3.87% | ₹687.29 Cr |
| The Federal Bank Ltd | Financial | 3.87% | ₹687.29 Cr |
| The Federal Bank Ltd | Financial | 3.87% | ₹687.29 Cr |
| Others Cblo | Unspecified | 4.15% | ₹659.66 Cr |
| Others Cblo | Unspecified | 3.85% | ₹647.90 Cr |
| Others Cblo | Unspecified | 3.60% | ₹639.19 Cr |
| Others Cblo | Unspecified | 3.60% | ₹639.19 Cr |
| Others Cblo | Unspecified | 3.60% | ₹639.19 Cr |
| Others Cblo | Unspecified | 3.60% | ₹639.19 Cr |
| Others Cblo | Unspecified | 3.59% | ₹514.69 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.03% | ₹511.27 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 3.15% | ₹501.42 Cr |
| Bse Ltd | Financial | 2.94% | ₹496.01 Cr |
| The Federal Bank Ltd | Financial | 2.90% | ₹488.39 Cr |
| Others Cblo | Unspecified | 4.25% | ₹468.30 Cr |
| Bse Ltd | Financial | 2.61% | ₹462.45 Cr |
| Bse Ltd | Financial | 2.61% | ₹462.45 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹112.30 | 19.57% | 22.53% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹45.80 | 19.57% | 22.53% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹97.25 | 18.42% | 21.26% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹43.95 | 18.42% | 21.26% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹236.65 | 25.44% | 20.54% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹82.62 | 25.44% | 20.54% | - |
| HDFC Mid Cap Fund Direct-growth |
₹227.32 | 19.40% | 20.01% | - |
| HDFC Mid Cap Fund Direct-idcw |
₹80.72 | 19.40% | 20.01% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,893.71 | 21.52% | 19.80% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹189.82 | 21.52% | 19.80% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Edelweiss Mid Cap Fund Regular-idcw
What is the current AUM of Edelweiss Mid Cap Fund Regular-idcw?
As of Tue Jun 30, 2026, Edelweiss Mid Cap Fund Regular-idcw manages assets worth ₹17,748.3 crore
How has Edelweiss Mid Cap Fund Regular-idcw performed recently?
- 3 Months: 3.69%
- 6 Months: 7.22%
What is the long-term performance of Edelweiss Mid Cap Fund Regular-idcw?
- 3 Years CAGR: 21.55%
- 5 Years CAGR: 17.73%
- Since Inception: 13.58%
What is the portfolio composition of Edelweiss Mid Cap Fund Regular-idcw?
Equity: 96.17%, Debt: 3.60%, Others: 0.23%.
Who manages Edelweiss Mid Cap Fund Regular-idcw?
Edelweiss Mid Cap Fund Regular-idcw is managed by Trideep Bhattacharya from Edelweiss Mutual Fund.
What is the market-cap allocation of Edelweiss Mid Cap Fund Regular-idcw?
Large Cap: 21.23%, Mid Cap: 67.05%, Small Cap: 11.72%.
Which are the top companies Edelweiss Mid Cap Fund Regular-idcw has invested in?
- Others CBLO – 5.88% of the fund's portfolio
- Others CBLO – 5.27% of the fund's portfolio
- The Federal Bank Ltd – 3.87% of the fund's portfolio
- The Federal Bank Ltd – 3.87% of the fund's portfolio
- The Federal Bank Ltd – 3.87% of the fund's portfolio
Which are the major sectors Edelweiss Mid Cap Fund Regular-idcw focuses on?
- Unspecified – 41.38% of the fund's portfolio
- Financial – 32.72% of the fund's portfolio
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