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Edelweiss Mid Cap Fund - Investment Objective, Fund Manager, NAV & Returns

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Learn about Edelweiss Mid Cap Fund investment objective, fund managers (Dhruv Bhatia, Raj Koradia, Trideep Bhattacharya), performance, and AMC details. Check latest NAV, AUM, and investment approach.

Investment Objective and Approach

The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Mid Cap companies. The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.

The fund follows a diversified investment approach by investing in mid-cap companies that offer strong growth potential. When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.

Key characteristics of the fund's approach:

- Focus on equity and equity-related securities of mid-cap companies

- Long-term capital appreciation strategy

- Higher volatility compared to large-cap funds but with potential for superior returns

- Recommended investment horizon of at least 7 years

Fund Managers

The fund is currently managed by a team of experienced professionals:

Dhruv Bhatia - Mr. Bhatia has done PGDM (Finance), Bachelors in Management Studies (Finance). Prior to joining Edelweiss Mutual Fund, he has worked with Bank of India Mutual Fund, AUM Fund Advisors LLP and Sahara Asset Management Company.

Raj Koradia - Mr. Raj Koradia (managing this fund from August 01, 2024). Mr. Koradia has done B.Com and CA ... Prior to joining Edelweiss Mutual Fund, he has worked with First Voyager Advisors, Optimum Infosystem Private Limited, Morgan Stanley and Edelweiss Securities.

Trideep Bhattacharya - The scheme is currently managed by Trideep Bhattacharya (managing this fund from 01-Oct-21). Mr. Bhattacharya is a B.Tech (Electrical Engineer), MBA (Finance) ... Prior to joining Edelweiss Asset Management Limited he has worked with Axis Mutual Fund, State Street Global Advisors, UBS Global Asset Management and Kotak Securities.

About the Fund House (AMC)

Edelweiss Asset Management Company is part of the Edelweiss Financial Services group, one of India's leading financial services conglomerates, offering a robust platform, to a diversified client base across domestic and global geographies. Customer centricity is core to Edelweiss.

Key highlights of Edelweiss AMC:

- Edelweiss Mutual Fund offers 53 schemes across different categories and has an AUM of ₹1,49,382 crore

- Edelweiss AMC today is proud to be a brand that serves 11.7 Lakh folios

- We now represent a team of over 22 investment professionals with a collective experience of more than 150 years

- Brand Edelweiss AMC has always been known for the innovation we bring to the industry

The AMC follows a philosophy of transparent communication and has been proactive in customer outreach. In times of volatility and underperformance, where applicable, it has been fundamental to our philosophy to communicate, communicate, and communicate. Our proactive approach towards communication and outreach has been positively received by our customers.

Should I Invest in Edelweiss Mid Cap Fund?

The fund may be suitable for investors who:

Investment Considerations:

- Have a long-term investment horizon (minimum 7 years)

- Can tolerate higher volatility associated with mid-cap investments

- Seek capital appreciation over income generation

- Want exposure to mid-cap companies with growth potential

Performance Metrics (as of August 2025):

- The AUM of the fund is ₹11027 Cr. Edelweiss Mid Cap Fund Direct Growth has ₹11027 Cr worth of assets under management (AUM) as on Aug 2025

- Edelweiss Mid Cap Fund Direct Growth has given a CAGR return of 22.40% since inception

- Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.90%, 26.03% and 31.47% respectively

- Ranked 3 out of 19 mutual funds in the mid-cap category as per INDmoney

Important Considerations:

- Warning: Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years

- Like for all equity funds, you must invest only through the SIP route

- Mid-cap funds typically experience higher volatility compared to large-cap funds

FAQs

What is today's NAV of Edelweiss Mid Cap Fund?

The NAV changes daily based on market movements. You can check the current NAV on Allvest's platform or the fund house website for the most updated information.

What is the AUM of Edelweiss Mid Cap Fund?

The AUM of the fund is ₹11027 Cr as of August 2025, making it well above the category average.

What is the expense ratio of Edelweiss Mid Cap Fund?

The expense ratio is 0.39% for the direct plan, which is quite competitive in the mid-cap fund category.

What are the returns of Edelweiss Mid Cap Fund since inception?

Edelweiss Mid Cap Fund Direct Growth has given a CAGR return of 22.40% since inception, demonstrating strong long-term performance.

What is the minimum SIP amount to invest in Edelweiss Mid Cap Fund?

The minimum investment required to start investing in Edelweiss Mid Cap Fund - Regular Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.

How do I invest in Edelweiss Mid Cap Fund?

You can invest in Edelweiss Mid Cap Fund through Allvest's platform by completing your KYC, selecting the fund, and choosing between SIP or lump sum investment options.

How to start a SIP in Edelweiss Mid Cap Fund?

Log into your Allvest account, search for Edelweiss Mid Cap Fund, select SIP option, choose your monthly amount and date, then set up auto-debit instructions.

How do I automate an SIP in Edelweiss Mid Cap Fund?

You can automate your SIP through Allvest by setting up a bank mandate or UPI autopay for seamless monthly investments without manual intervention.

How can I withdraw/redeem my investment in Edelweiss Mid Cap Fund?

You can redeem your units through Allvest's platform. Note that Exit load of 1%, if redeemed within 90 days applies for early redemption.