Edelweiss Mid Cap Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation19.8%
Sharpe Ratio0.33
Beta0.98
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Clearing Corporation Of India Ltd.Utilities3.42%
Max Healthcare Institute Ltd Ordinary SharesServices3.35%
Coforge LtdTechnology3.25%
Persistent Systems LtdTechnology3.22%
Solar Industries India LtdCapital Goods3.18%
Marico LtdConsumers2.89%
PB Fintech LtdFinancial Services2.33%
Page Industries LtdConsumers2.32%
CG Power & Industrial Solutions LtdCapital Goods2.20%
Dixon Technologies (India) LtdTechnology2.15%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.7%
Regulatory & Tax Information
INF843K01039
ISINDailyDealing Frequency
BSE Midcap TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)