Edelweiss Mid Cap Fund
Direct · GrowthAI Summary
Edelweiss Mid Cap Fund has delivered strong long-term SIP XIRR of 21.82% over 10 years and 21.74% over 12 years, consistently beating the category average SIP XIRR (19.41% and 18.82% respectively). Against the NIFTY Midcap 150 benchmark, the fund has generated positive alpha across all periods, including 6.47% over 3 years and 3.34% over 10 years. Recent 1-year SIP XIRR of 27.64% also outpaces the category average of 21.6%.
The fund exhibits a beta below 1 (0.92-0.96) with downside capture consistently under 94%, indicating it falls less than the benchmark during declines. It has experienced 7 drawdown events exceeding 10%, with the maximum drawdown lasting 798 days and requiring 235 days for recovery, reflecting the inherent volatility of mid-cap investing. Calmar ratios between 0.51 and 0.67 across horizons suggest reasonable risk-adjusted returns given the mid-cap category's volatility profile.
Detailed holdings and sector allocation data were not provided in this analysis, so specific concentration and diversification observations cannot be made. As a Mid Cap Fund under SEBI categorization, it must maintain at least 65% exposure to mid-cap equities, which inherently carries higher concentration risk than large-cap or multi-cap strategies. Investors should review the latest factsheet for current top holdings and sector weights.
The fund outperforms the category average SIP XIRR across every measured horizon, from 27.64% vs 21.6% over 1 year to 21.76% vs 18.82% over 12 years. Calendar year returns show strong consistency in up-markets, with gains above 39% in 2021, 2023, and 2024, though it declined 14.59% in 2018. This combination of benchmark-beating alpha and category outperformance across multiple horizons points to durable, consistent execution.
This fund suits investors with a high risk tolerance seeking mid-cap growth exposure, ideally through SIPs to smooth out volatility. A minimum horizon of 5-7 years is recommended, as evidenced by the 798-day maximum drawdown duration and the fund's strong long-term compounding. It is appropriate as a satellite allocation within a diversified portfolio rather than a core holding for conservative investors.
- Consistent positive alpha versus NIFTY Midcap 150 across all periods from 1Y to 15Y, including 6.47% over 3 years
- SIP XIRR above category averages at every horizon, with a 10-year XIRR of 21.82% versus the category's 19.41%
- Favorable downside capture (below 94% across all periods) with beta under 1, limiting losses relative to the benchmark in declines
- Seven drawdown events exceeding 10%, with the maximum drawdown lasting 798 days, highlighting significant downside risk typical of mid-cap funds
- Recent calendar year returns have moderated sharply, with only 6.23% in 2026 and 4.86% in 2025 after exceptional gains in 2021-2024
Generated on 06-09-2026, 7:51 PM. Verify before investing.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.06 L | 27.6% | -51.4% | 139.6% |
| 3 Years | ₹36.00 L | ₹49.74 L | 21.7% | -21.0% | 48.6% |
| 5 Years | ₹60.00 L | ₹1.03 Cr | 20.9% | -7.6% | 39.3% |
| 7 Years | ₹84.00 L | ₹1.76 Cr | 21.1% | 2.7% | 31.6% |
| 10 Years | ₹1.20 Cr | ₹3.75 Cr | 21.8% | 17.9% | 25.7% |
| 12 Years | ₹1.44 Cr | ₹5.86 Cr | 21.8% | 18.9% | 25.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY MIDCAP 150 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 27.6% | 22.0% | 21.6% | +5.6% |
| 3 Years | 21.7% | 17.3% | 19.9% | +4.4% |
| 5 Years | 20.9% | 16.5% | 19.4% | +4.4% |
| 7 Years | 21.1% | 16.8% | 19.3% | +4.4% |
| 10 Years | 21.8% | 16.6% | 19.4% | +5.2% |
| 12 Years | 21.8% | 16.3% | 18.8% | +5.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 26.3% | 18.7% | -27.8% | 114.6% | 0.68 | 3.15 | 87% | — | — |
| 3 Years | 22.1% | 24.8% | -4.9% | 42.0% | 1.57 | 10.26 | 98% | — | — |
| 5 Years | 20.9% | 20.3% | 0.3% | 39.0% | 1.79 | 27.50 | 100% | — | — |
| 10 Years | 21.2% | 20.8% | 16.9% | 25.2% | 7.63 | — | 100% | — | — |
Calmar Ratio by Duration
Compared against NIFTY MIDCAP 150
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.25 | 0.92 | 93.2% | 91.0% | 10.8% | 9.9% |
| 3 Years | +6.47 | 0.94 | 97.7% | 91.9% | 23.9% | 18.1% |
| 5 Years | +3.40 | 0.95 | 96.5% | 93.3% | 20.3% | 17.5% |
| 7 Years | +4.24 | 0.96 | 97.2% | 93.4% | 25.7% | 22.1% |
| 10 Years | +3.34 | 0.94 | 94.7% | 91.3% | 19.5% | 16.8% |
| 12 Years | +3.83 | 0.94 | 94.8% | 90.9% | 20.1% | 16.9% |
| 15 Years | +4.53 | 0.93 | 94.3% | 89.3% | 19.3% | 15.4% |