Edelweiss Mid Cap Fund Growth
Medium
Risk
Equity
Mid Cap Fund
+
24.62
%
24.62
%
3Y annualised
+
0.71
%
0.71
%
1D
1M
6M
1Y
3Y
All
Fund size
5067
NAV:
Mar 7, 2024
77.192
Sector
Tech
Type
Equity
Launched
Dec 2007
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Persistent Systems Ltd
4.88
%
Trent Ltd
4.42
%
Coforge Ltd
3.55
%
Power Finance Corp Ltd
3.49
%
Indian Bank
3.42
%
Dixon Technologies (India) Ltd
3.18
%
The Federal Bank Ltd
2.86
%
Cummins India Ltd
2.8
%
TVS Motor Co Ltd
2.78
%
Max Healthcare Institute Ltd Ordinary Shares
2.49
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 90.0 Days, 0.0 % if redeemed after 90.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Edelweiss Mid Cap Fund Growth
More details
Investment objective
The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realised.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
One-time
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