Edelweiss Mid Cap Fund
Direct · Growth ₹125.75
17 Jun 2026
NAV
22.1%
3Y CAGR
20.9%
5Y CAGR
21.3%
10Y CAGR
21.8%
Weighted CAGR
?
Weighted Mean CAGR
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.
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.
7.59
Sharpe
-39.2%
Max Drawdown
?
Max Drawdown
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.
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.
NA
TER
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 | ₹13.09 L | 27.8% | -51.4% | 139.6% |
| 3 Years | ₹36.00 L | ₹49.84 L | 21.8% | -21.0% | 48.6% |
| 5 Years | ₹60.00 L | ₹1.04 Cr | 20.9% | -7.6% | 39.3% |
| 7 Years | ₹84.00 L | ₹1.76 Cr | 21.0% | 2.7% | 31.6% |
| 10 Years | ₹1.20 Cr | ₹3.77 Cr | 21.8% | 17.9% | 25.7% |
| 12 Years | ₹1.44 Cr | ₹5.92 Cr | 21.9% | 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 | 27.8% | 22.1% | 21.9% | +5.7% |
| 3 Years | 21.8% | 17.4% | 20.0% | +4.4% |
| 5 Years | 20.9% | 16.5% | 19.3% | +4.4% |
| 7 Years | 21.0% | 16.7% | 19.1% | +4.4% |
| 10 Years | 21.8% | 16.6% | 19.3% | +5.2% |
| 12 Years | 21.9% | 16.3% | 18.8% | +5.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 26.6% | 19.1% | -27.8% | 114.6% | 0.69 | 3.17 | 87% | — | — |
| 3 Years | 22.1% | 25.1% | -4.9% | 42.0% | 1.55 | 10.16 | 98% | — | — |
| 5 Years | 20.9% | 20.4% | 0.3% | 39.0% | 1.78 | 27.26 | 100% | — | — |
| 10 Years | 21.3% | 21.1% | 16.9% | 25.2% | 7.59 | — | 100% | — | — |
-39.2%
Max Drawdown
27 mo
Drawdown Duration
8 mo
Recovery Time
-6.3%
Avg Drawdown
Calmar Ratio by Duration
0.68
1Y
0.56
3Y
0.53
5Y
0.50
7Y
0.54
10Y
0.60
12Y
Compared against NIFTY MIDCAP 150
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.84 | 0.92 | 92.7% | 90.9% | 7.0% | 6.2% |
| 3 Years | +4.54 | 0.94 | 96.5% | 92.1% | 23.7% | 20.0% |
| 5 Years | +3.86 | 0.95 | 96.9% | 93.2% | 20.9% | 17.7% |
| 7 Years | +4.18 | 0.96 | 96.9% | 93.1% | 23.9% | 20.4% |
| 10 Years | +3.15 | 0.94 | 94.6% | 91.2% | 20.2% | 17.7% |
| 12 Years | +3.79 | 0.94 | 94.7% | 90.8% | 19.9% | 16.8% |
| 15 Years | +4.40 | 0.93 | 94.3% | 89.3% | 19.0% | 15.2% |