Edelweiss Mid Cap Fund - Direct Plan - Growth Option

Edelweiss Mid Cap Fund - Direct Plan - Growth Option of Edelweiss Mutual Fund has asset class type as Mid-Small Cap. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

High

Expense Ratio (%)

0.83

Age

NA Years

Fund Manager

Harshad Patwardhan

AuM (Rs Crores)

758.2251

Asset Class

Mid-Small Cap

Net Asset Value:

26.914

Rating

2

Exit Load

0.01

Benchmark

Nifty Free Float Midcap 100,Nifty Midcap 100 TRI

Fund Type

Mid & Small cap

SEBI Category

Mid Cap Fund

Turnover Ratio(Monthly)

3.57 Times

Fund Manager Details:

Harshad Patwardhan B.Tech(IIT), MBA(IIM) and CFA. B.Tech (IIT), MBA (IIM) and CFA. Mr. Patwardhan has an overall work experience of over 23 years in the investment management function and has joined Edelweiss AMC as Chief Investment Officer - Equity and a key personnel. Prior to joining Edelweiss AMC, he was associated with JPMorgan Asset Management India Private Limited since June 26 as CIO-Equies. Prior to that Mr. Patwardhan worked for two years with Deutsche Equies India Private Limited as a senior research analyst and has had extensive experience with several foreign brokerage houses covering a variety of sectors.

Objective:

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. However, there can be no assurance that the investment objective of the Scheme will be realised.

Top Holdings:

  • Finance (11.57)
  • Pharmaceuticals (9.5)
  • Miscellaneous (6.87)
  • Banks (6.74)
  • IT - Software (5.77)
  • Capital Goods - Electrical Equipment (5.13)
  • Realty (3.88)
  • Retail (2.83)
  • Cables (2.74)
  • FMCG (2.61)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition