Edelweiss Mid Cap Fund Direct Growth

Scheme code: INF843K01AO4 NAV value: ₹ 104.5200 NAV date: 15 April, 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	31.47	43.55
3 year	11.28	45.45	26.77	28.66
5 year	0.26	39.21	16.85	22.39
7 year	4.3	21.04	14.25	20.85
10 year	0.52	21.2	10.83
12 year	0.21	19.63	10.59
15 year	4.97	19.36	10.42

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	66.14	33.04	43.55
3 year	11.11	42.73	26.14	28.66
5 year	-1.26	37.55	15.32	22.39
7 year	4.52	19.53	13.78	20.85
10 year	3.36	21.04	13.39
12 year	3.48	19.67	13.11
15 year	7.73	20.72	13.12

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	65.65	32.3	43.55
3 year	13.26	42.26	26.03	28.66
5 year	1.81	36.78	17.18	22.39
7 year	7.26	20.87	16.01	20.85
10 year	5.58	22.47	14.64
12 year	4.77	21.65	14.31
15 year	8.49	22.29	14.1

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-13.86	86.3	40.82	43.55
3 year	14.52	45.86	31.89	28.66
5 year	6.87	40.38	22.64	22.39
7 year	14.14	28.21	22.13	20.85
10 year	14.44	28.8	21.88
12 year	10.67	28.77	21.49
15 year	14.1	29.21	20.86

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.53	48.04	24.07	43.55
3 year	4.76	30.51	15.95	28.66
5 year	5.2	25.56	14.62	22.39
7 year	8.9	21.06	15.85	20.85
10 year	9.82	25.87	17
12 year	11.27	24.54	16.77
15 year	12.8	22.2	16.57

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	9.32	15.51
3 year	13.53	14.19
5 year	10.89	14.01
7 year	8.53	14.39

NIFTY MIDCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	9.93	15.51
3 year	13.2	14.19
5 year	10.36	14.01
7 year	8.02	14.39

NIFTY MIDCAP 150

Duration	Average return (%)	Fund's return (%)
1 year	9.74	15.51
3 year	12.91	14.19
5 year	10.84	14.01
7 year	8.97	14.39

NIFTY MIDCAP150 MOMENTUM 50

Duration	Average return (%)	Fund's return (%)
1 year	11.63	15.51
3 year	15.42	14.19
5 year	13.92	14.01
7 year	12.09	14.39

NIFTY MIDCAP150 QUALITY 50

Duration	Average return (%)	Fund's return (%)
1 year	7.94	15.51
3 year	7.32	14.19
5 year	8.01	14.01
7 year	8.01	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%