Edelweiss Mid Cap Fund Direct-Growth
Benchmark: NIFTY Midcap 150 TRI · Inception: 09/11/2007 · NAV: ₹109.80 (04/09/2026)
AUM: ₹18693 Cr · Expense Ratio: 1.89% · Riskometer: Very High
4.0
★★★★☆
Strong Buy
Analyst Insight
Edelweiss Mid Cap Fund carries an overall rating of 4.0/5 (Strong Buy), demonstrating strong performance within the Mid Cap category. Its alpha of 3.84 underperformss the category average of 5.06, suggesting room for improvement in active management. The Sharpe ratio of 0.86 sits below the category mean of 5.06, while volatility (std dev 17.63%) is higher than peers (15.07%), indicating relatively higher volatility. With a 5-year CAGR of 17.54% and expense ratio of 1.89%, this fund presents a compelling long-term case for risk-tolerant investors.
Rating
4/5
Risk Rating
2/5
Return Rating
4/5
Overall Rating
4.0/5
Alpha vs Cat
3.84 / 5.06
Sharpe vs Cat
0.86 / 5.06
Beta vs Cat
0.96 / 0.77
Std Dev vs Cat
17.63 / 15.07
Return Track Record
| Period | CAGR |
|---|---|
| 1Y | 9.67% |
| 3Y | 19.74% |
| 5Y | 17.54% |
| 10Y | 17.53% |
| Since Launch | 13.67% |
Risk & Return Scores
Sharpe Score4/5
Sortino Score4/5
SD Score3/5
ETM Risk Score4/5
ETM Return Score5/5
Portfolio Allocation
Large Cap 18.8% Mid Cap 68.9% Small Cap 12.3% Debt 3.0%
Strengths
- ✅ Strong Rating 4/5
Watch Points
- ⚠️ Alpha 3.84 below category avg 5.06
- ⚠️ Higher volatility 17.63% vs peers 15.07%
- ⚠️ High expense ratio 1.89% (above 1%)