FundLens
72
Mid CapBuy

Edelweiss Midcap

Edelweiss · Direct–Growth · rank #6 of 34 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
11.0%
+1.2% vs index
3 Years
21.9%
+5.5% vs index
5 Years
19.4%
+2.6% vs index
Since launch
21.3%

Year-by-year performance

last entry = YTD
2022
+4.0%
2023
+32.0%
2024
+18.3%
2025
+7.9%
2026
-0.8%

Why this score

Edelweiss Midcap scores 72/100 — #6 of 34 Mid Cap fund (Buy). It stands out for 3y return and 5y return — beating 85% of peers on 3y return. The main drag is its sortino ratio (better than only 24% of peers).

Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.

3Y return21.93% · 85th percentile in category
5Y return19.38% · 79th percentile in category
Sharpe ratio1.05 · 84th percentile in category
Expense ratio0.71% · 94th percentile in category
Alpha3.24 · 85th percentile in category
Sortino ratio0.58 · 24th percentile in category

Top holdings

top 5 = 12.9% of portfolio
1.The Federal Bank Ltd4%
2.BSE Ltd2.33%
3.Multi Commodity Exchange Of India Ltd2.26%
4.Marico Ltd2.19%
5.Persistent Systems Ltd2.15%

94 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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