Edelweiss Mid Cap Fund

An open ended equity scheme predominantly investing in Mid Cap stocks

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This fund is suitable for investors who are seeking:

•Long term capital appreciation

•Investments predominantly in equity and equity related instruments of mid cap companies

 

IDENTIFYING THE LEGENDS OF TOMORROW

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WHAT ARE MID CAP STOCKS ?

1. As per SEBI’s classification, the companies from rankings 101 to 250 in terms of market capitalization are known as mid-cap companies.

2.  Their market cap generally tends to range from Rs. 5,000 to Rs. 20,000 crores. 

3. Since mid cap companies have a moderate to strong market presence, they may or may not be widely included in broad market indices.

 

 Edelweiss Mid Cap Fund

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Asset Allocation

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• Equity and Equity-related Instruments of Midcap companies* - 65% to 100% (Risk- Very High)

• Equity and Equity-related Instruments of companies other than Midcap companies - 0% to 35% (Very High)

• Debt and Money Market Instruments - 0% to 35% (Low to Medium)

• Units issued by REITs and InvITs - 0% to 10% (Medium to High)

 

Investment Philosophy:

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• We invest in strong businesses that promise good earnings growth opportunities

• We invest only in quality businesses having profitable products and services and run by good managements

• We avoid businesses run by weak management and those who do not have earnings or growth visibility

• We are always fully invested and avoid timing the markets

• We maintain the portfolio’s liquidity to face undue market fluctuations and redemption pressures

• We avoid investing in large cap companies

 

Investment Objective:

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• An investment option enabling you to grow your money by investing in mid and small companies

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Investing Facts :

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•An open-ended equity scheme predominantly investing in mid cap stocks

•Fund seeks to generate Long term capital appreciation

•Investments predominantly in equity and equity related instruments of mid cap companies

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Top 10 Holdings:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performance:

Since Inception Edelweiss Mid Cap Fund has delivered 12.27% CAGR returns

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A SIP of ₹ 10,000 for last 15 yrs would have grown to 89, 84,556 with an investment of ₹ 18,00,000 and 180 No of SIP Installments.

 

₹ 1,00,000 invested since inception has grown to ₹ 6,30,516 at 12.27% CAGR

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Fund Manager:

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 Trideep Bhattacharya is managing the fund since 01-Oct-2021. Mr. Bhattacharya is a B.Tech (Electrical Engineer), MBA (Finance)

Experience: Prior to joining Edelweiss Asset Management Limited he has worked with Axis Mutual Fund, State Street Global Advisors, UBS Global Asset Management and Kotak Securities.

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