The Edelweiss Mid Cap Fund is a well-established equity mutual fund that focuses on mid-sized companies with strong growth potential. Known for its consistency and ability to outperform benchmarks, this fund has gained popularity among investors seeking higher returns than large-cap funds while managing relatively moderate risk compared to small caps.
What is Edelweiss Mid Cap Fund?
This fund primarily invests in mid-cap companies (ranked 101–250 by market capitalization), aiming to capture the growth phase of emerging businesses.
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Category: Mid Cap Fund
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Launch: 2007
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Benchmark: Nifty Midcap 150 TRI
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Risk Level: High
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AUM: ?13,500+ Cr
Mid caps = Balance of Growth + Risk
Investment Strategy
The fund follows a growth-oriented approach:
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Identifies fundamentally strong mid-sized companies
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Focuses on long-term capital appreciation
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Maintains diversification across sectors like financials, capital goods, and services
Strategy: Invest in companies before they become large caps
Past Performance Comparison
Returns vs Benchmark
| Period | Fund Return | Benchmark |
|---|
| 1 Year | ~10.8% | ~9.7% |
| 3 Year | ~24.3% | ~19.7% |
| 5 Year | ~20.7% | ~17.0% |
| 10 Year | ~18.0% | ~14.7% |
The fund has consistently outperformed its benchmark across all timeframes
Long-Term Performance Insight
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~13–14% returns since inception
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Strong rolling returns (~19%+ average over time)
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Delivered 24%+ returns in recent 3-year period, showing strong momentum
Key Insight:
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Short-term: Moderate fluctuations
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Long-term: Strong wealth creation
Performance vs Category
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Consistently outperformed mid-cap category average across 1Y, 3Y, 5Y, 7Y & 10Y
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Delivered better risk-adjusted returns with relatively controlled volatility
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Recognized as a top performer in mid-cap segment over long periods
Why Investors Prefer This Fund
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Strong consistency across market cycles
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High growth potential of mid-cap companies
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Proven track record of benchmark outperformance
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Balanced risk compared to small-cap funds
Risks You Should Know
Mid-cap funds carry certain risks:
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High volatility during market corrections
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Sensitive to economic cycles
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Can underperform in short-term bearish markets
Requires investment horizon of 5–7+ years
Who Should Invest?
This fund is ideal for:
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Investors seeking high growth with moderate risk
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Long-term investors (5–10 years)
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SIP investors aiming for wealth creation
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Those already invested in large-cap funds and want diversification
When Does This Fund Perform Best?
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During economic expansion phases
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When mid-cap cycle is strong
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In long-term bullish markets
The Edelweiss Mid Cap Fund stands out as a consistent performer in the mid-cap category, offering a strong balance between growth and risk. While it may face short-term volatility, its long-term track record makes it a solid choice for disciplined investors.
Smart Investing with Expert Guidance
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