Edelweiss Mid Cap Fund Direct Growth

Scheme code: INF843K01AO4 NAV value: ₹ 108.6510 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	8.26	71.07	43.55	35.89
3 year	18.16	43.22	28.66	26.04
5 year	11.51	39.38	22.39	18.23
7 year	17.05	24.11	20.85	17.11

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.06	65.77	27.85	43.55
3 year	11.28	45.45	27.04	28.66
5 year	2.1	39.21	17.39	22.39
7 year	4.3	21.04	14.32	20.85
10 year	0.52	21.2	10.89
12 year	0.21	19.63	10.67
15 year	4.97	19.36	10.46

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	65.59	29.29	43.55
3 year	11.11	42.73	26.36	28.66
5 year	0.33	37.55	15.88	22.39
7 year	4.52	19.53	13.82	20.85
10 year	3.36	21.04	13.39
12 year	3.48	19.67	13.16
15 year	7.73	20.72	13.14

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	63.69	25.45	43.55
3 year	13.61	42.26	26.48	28.66
5 year	4.41	36.78	18.12	22.39
7 year	7.26	20.87	16.06	20.85
10 year	5.58	22.47	14.68
12 year	4.77	21.65	14.06
15 year	7.99	22.29	13.65

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-13.86	84	34.98	43.55
3 year	14.52	45.86	31.83	28.66
5 year	8.28	40.38	23.11	22.39
7 year	14.14	28.21	22.09	20.85
10 year	14.44	28.8	21.87
12 year	10.67	28.77	21.53
15 year	14.1	29.21	20.89

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.53	48.04	21.81	43.55
3 year	4.76	30.51	15.88	28.66
5 year	6.69	25.56	14.86	22.39
7 year	8.9	21.06	15.78	20.85
10 year	9.82	25.87	16.94
12 year	11.27	24.54	16.77
15 year	12.8	22.2	16.54

Rolling return for 1 year

- Average return: 43.55% - Median return: 47.25% - Average standard deviation: 6.91

Rolling return for 3 year

- Average return: 28.66% - Median return: 28.46% - Average standard deviation: 2.3

Rolling return for 5 year

- Average return: 22.39% - Median return: 21.23% - Average standard deviation: 1.23

Rolling return for 7 year

- Average return: 20.85% - Median return: 20.92% - Average standard deviation: 0.78

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,86,008	1,86,008	15.51
3 year	36,00,000	53,60,550	17,60,550	14.19
5 year	60,00,000	1,15,54,839	55,54,839	14.01
7 year	84,00,000	2,15,32,082	1,31,32,082	14.39

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Average return (%)	Fund's return (%)
1 year	8.02	15.51
3 year	13.52	14.19
5 year	11.1	14.01
7 year	8.58	14.39

NIFTY MIDCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	8.45	15.51
3 year	13.17	14.19
5 year	10.58	14.01
7 year	8.06	14.39

NIFTY MIDCAP 150

Duration	Average return (%)	Fund's return (%)
1 year	7.14	15.51
3 year	12.89	14.19
5 year	11.21	14.01
7 year	9.03	14.39

NIFTY MIDCAP150 MOMENTUM 50

Duration	Average return (%)	Fund's return (%)
1 year	9.06	15.51
3 year	15.28	14.19
5 year	14.09	14.01
7 year	12.08	14.39

NIFTY MIDCAP150 QUALITY 50

Duration	Average return (%)	Fund's return (%)
1 year	6.82	15.51
3 year	7.27	14.19
5 year	8.09	14.01
7 year	7.95	14.39

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,86,008 - Absolute Returns: ₹1,86,008 - CAGR: 15.51%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹53,60,550 - Absolute Returns: ₹17,60,550 - CAGR: 14.19%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,15,54,839 - Absolute Returns: ₹55,54,839 - CAGR: 14.01%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹2,15,32,082 - Absolute Returns: ₹1,31,32,082 - CAGR: 14.39%