FundLens
72
Mid CapBuy

Edelweiss Midcap

Edelweiss · Direct–Growth · rank #5 of 34 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
1.5%
+1.8% vs index
3 Years
18.9%
+5.7% vs index
5 Years
15.8%
+2.8% vs index
Since launch
20.6%

Year-by-year performance

last entry = YTD
2022
+4.0%
2023
+32.0%
2024
+18.3%
2025
+7.9%
2026
-5.6%

Why this score

Edelweiss Midcap scores 72/100 — #5 of 34 Mid Cap fund (Buy). It stands out for 3y return and 5y return — beating 88% of peers on 3y return. The main drag is its volatility (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 return18.92% · 88th percentile in category
5Y return15.77% · 79th percentile in category
Expense ratio0.68% · 95th percentile in category
Sharpe ratio0.77 · 84th percentile in category
Alpha4.82 · 82nd percentile in category
Volatility18.37 · 24th percentile in category

Top holdings

top 5 = 11.9% of portfolio
1.The Federal Bank Ltd3.06%
2.Multi Commodity Exchange Of India Ltd2.7%
3.Solar Industries India Ltd2.09%
4.City Union Bank Ltd2.02%
5.Persistent Systems Ltd1.99%

106 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.

Other Mid Cap funds