Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund Growth invests in mid-size Indian companies, balancing growth and risk.
What This Strategy Does
CW Expert Research Notes
Consistent Outperformance
The fund has demonstrated consistent outperformance across multiple time periods, delivering benchmark-beating returns over 1, 3, 5, and 10 years while exhibiting strong downside protection characteristics.
Differentiated Construction
The fund's portfolio construction process emphasizes a distinct mid-cap bias, with a notable overweight in the industrials and financials sectors, reflecting the manager's high-conviction views on these areas.
Earnings Revisions Catalyst
The fund's positioning is well-aligned to benefit from potential upward earnings revisions, driven by exposure to companies poised to capitalize on structural growth trends and a recovering capital expenditure cycle.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Potential recession driven by high inflation could dampen consumer demand, impacting mid-cap earnings.
Liquidity Risk
Volatility spikes could strain liquidity for mid-cap holdings, hindering rebalancing.
Concentration Risk
Concentrated mid-cap exposure amplifies risks from sector headwinds like regulatory tightening.
Specific Strategy Risk
Mid-cap growth strategy vulnerable to competitive pressures eroding pricing power.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Delivers flexibility that matters during market transitions. By investing across capitalizations without constraints, this approach allows fund managers to rotate capital toward the best risk-reward opportunities—whether that's defensiveness in large caps during uncertainty or growth capture in smaller companies during expansions. The impact is adaptability that can smooth portfolio returns across varying market conditions. Suitable for investors seeking a dynamic multi-cap strategy.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Dhruv Bhatia
Mr. Dhruv Bhatia has experience of 14 years. Manages 30 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹22,167 Cr Holds a PGDM degree.
41 years
Combined Team Experience
₹ 69,560 Cr
Assets Under Management
Trideep Bhattacharya
Co-Portfolio ManagerMr. Trideep Bhattacharya has experience of 17 years. Manages 81 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹23,943 Cr Holds a MBA degree.
Raj Koradia
Co-Portfolio ManagerMr. Raj Koradia has experience of 9 years. Manages 65 funds at Edelweiss Asset Management Limited with an AUM of approximately ₹23,450 Cr Holds a B.Com degree.
CW Expert Take
Edelweiss brings capital markets expertise to fund management. Their investment teams leverage deep sectoral knowledge from the parent group's domain experience. The fund house combines fundamental research with market structure understanding, useful across equity positioning and credit cycle navigation.
Firm Overview
Investment Philosophy & Approach
Disciplined Approach
The fund house follows a disciplined investment approach focused on rigorous research.
Risk Management
Risk management is an integral part of the investment decision-making process.
Long-Term Perspective
The fund house maintains a long-term perspective in capital allocation decisions.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)