Edelweiss Mid Cap Fund - Direct Plan - Growth Option
Edelweiss Mutual Fund · Equity · mandate: ≥65% in mid-caps (101st–250th by market cap) · benchmark: NIFTY Midcap 150 TRI (TRI proxy)
AUM (all plans)
16,310 cr
TER direct / regular
0.71% / 1.89%
Active return /yr (full)
3.0%
Score
67
Rank (Score, pool)
#4 of 38
Percentile (full, pool)
79
IR vs benchmark
0.56
CAGR (absolute)
22.7%
Max drawdown
-32.6%
Months of data
117
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
3.2%
3.0%
0.51
61
5.0%
24.4%
27.6%
12
FY23
2.1%
3.0%
0.80
84
2.4%
2.4%
4.4%
12
FY24
-4.7%
1.3%
-0.81
45
4.2%
56.9%
52.1%
12
FY25
11.4%
7.7%
1.92
93
5.4%
7.8%
19.2%
12
FY26
1.9%
1.8%
0.44
68
3.9%
1.9%
3.8%
12
FY27*
-0.2%
-1.7%
-0.26
34
2.6%
20.8%
20.6%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
-0.6
+1.0
+1.3
+0.1
+0.4
+1.7
+2.7
-1.5
-1.1
+0.2
+4.1
2020
+1.3
+1.8
+0.7
+0.4
+0.1
-4.8
+2.2
-1.1
+1.4
+0.7
-0.9
-0.4
+1.3
2021
+1.5
+0.8
-0.5
-0.8
+0.8
+1.7
+2.3
-0.9
-2.5
+1.3
-0.8
+1.1
+3.8
2022
-0.7
+1.8
-0.6
-0.2
+0.7
+0.1
+0.2
-0.4
+0.8
+0.6
-1.3
-0.7
+0.2
2023
+0.2
+0.9
+0.9
-1.1
+0.0
-1.4
-2.1
-0.4
-1.6
+1.7
+0.5
-0.6
-2.8
2024
-0.3
+1.8
+0.0
+0.1
+1.3
+2.7
-1.1
+3.2
+0.4
+2.5
+1.7
+0.5
+13.6
2025
-2.2
+0.5
+0.9
-0.3
-1.0
+2.0
-1.2
+1.9
-1.0
-0.2
-0.3
+0.7
-0.3
2026
+1.2
-0.8
+0.6
-1.2
-0.1
+0.8
-0.2
+0.4
+0.7
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2016
-3.6
-3.6
2017
+6.4
+3.8
+4.9
+6.1
-0.4
+1.0
+3.7
+0.7
-0.2
+6.9
+5.0
+5.7
+53.1
2018
-0.4
-3.2
-2.6
+8.0
-7.0
-4.7
+3.5
+2.6
-11.1
-2.4
+1.4
+1.7
-14.6
2019
-3.7
+0.8
+7.8
-2.3
+3.7
-1.4
-8.4
+0.8
+6.2
+3.2
+0.8
+0.2
+6.8
2020
+6.6
-3.8
-26.9
+14.9
-1.7
+6.5
+6.6
+7.5
+3.2
+0.9
+13.9
+4.9
+28.4
2021
+1.7
+12.6
+1.4
+0.7
+7.2
+6.5
+5.5
+1.3
+3.5
+1.6
-2.1
+3.9
+52.5
2022
-1.8
-4.9
+4.1
+0.4
-4.5
-5.1
+11.8
+5.7
-1.0
+2.5
+0.6
-2.4
+4.0
2023
-2.2
-0.6
+0.4
+4.1
+5.7
+4.9
+3.5
+3.6
+1.5
-2.1
+10.2
+6.3
+40.4
2024
+4.4
+1.6
-0.3
+6.4
+3.4
+10.7
+3.9
+3.6
+2.2
-3.9
+1.9
+1.6
+40.8
2025
-8.3
-10.0
+8.5
+3.6
+5.3
+6.1
-3.9
-0.9
+0.4
+4.6
+1.3
+0.1
+5.1
2026
-2.3
+0.9
-10.4
+12.0
+2.5
+1.7
+1.5
+1.7
+6.5
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard