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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.40 | 60.16 | 2.14 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.29 | 58.28 | 1.72 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Nifty Midcap 150 - TRI |
Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Edelweiss Mid Cap Fund(IDCW) | 49.00% | 26.22% | 20.71% |
HDFC Mid-Cap Opportunities Fund(IDCW) | 26.71% | 19.87% | 14.59% |
Kotak Emerging Equity Fund(IDCW-Payout) | 42.23% | 24.93% | 18.02% |
Nippon India Growth Fund(IDCW) | 29.69% | 21.70% | 11.73% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
4.03 %
Holdings
3.69 %
Holdings
3.03 %
Edelweiss Asset Management Limited (EAML) is part of the Investment & Advisory line of Business of Edelweiss Group. EMAL is one of the fastest growing and young AMCs’ in India.
No.of Schemes
50
Total AUM
₹ 1,04,487.05 Cr.
Trideep Bhattacharya
AUM: ₹22,351.51 Cr.
|
Exp: 13yrs
Dhruv Bhatia
AUM: ₹11,933.08 Cr.
|
Exp: 7yrs
Raj Koradia
AUM: ₹22,351.51 Cr.
|
Exp: 7yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%