Edelweiss Mid Cap Fund
Direct · Growth ₹128.53
31 Jul 2026
NAV
22.1%
3Y CAGR
20.9%
5Y CAGR
21.2%
10Y CAGR
21.7%
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.
7.62
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 | ₹13.07 L | 27.7% | -51.4% | 139.6% |
| 3 Years | ₹36.00 L | ₹49.77 L | 21.8% | -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 | ₹5.87 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 | 27.7% | 22.1% | 21.5% | +5.6% |
| 3 Years | 21.8% | 17.4% | 20.0% | +4.4% |
| 5 Years | 20.9% | 16.5% | 19.4% | +4.4% |
| 7 Years | 21.1% | 16.7% | 19.3% | +4.4% |
| 10 Years | 21.8% | 16.6% | 19.4% | +5.2% |
| 12 Years | 21.8% | 16.3% | 18.8% | +5.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 26.4% | 18.8% | -27.8% | 114.6% | 0.68 | 3.15 | 87% | — | — |
| 3 Years | 22.1% | 24.9% | -4.9% | 42.0% | 1.56 | 10.23 | 98% | — | — |
| 5 Years | 20.9% | 20.3% | 0.3% | 39.0% | 1.79 | 27.44 | 100% | — | — |
| 10 Years | 21.2% | 20.9% | 16.9% | 25.2% | 7.62 | — | 100% | — | — |
-39.2%
Max Drawdown
27 mo
Drawdown Duration
8 mo
Recovery Time
-6.2%
Avg Drawdown
Calmar Ratio by Duration
0.67
1Y
0.56
3Y
0.53
5Y
0.51
7Y
0.54
10Y
0.59
12Y
Compared against NIFTY MIDCAP 150
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +2.39 | 0.92 | 93.6% | 90.5% | 10.6% | 8.3% |
| 3 Years | +5.97 | 0.94 | 97.4% | 92.0% | 23.2% | 17.8% |
| 5 Years | +3.04 | 0.95 | 96.5% | 93.5% | 19.3% | 16.8% |
| 7 Years | +4.34 | 0.96 | 97.2% | 93.4% | 25.6% | 21.9% |
| 10 Years | +3.20 | 0.94 | 94.7% | 91.3% | 19.5% | 16.9% |
| 12 Years | +3.88 | 0.94 | 94.7% | 90.8% | 20.1% | 16.9% |
| 15 Years | +4.46 | 0.93 | 94.3% | 89.3% | 19.1% | 15.3% |