Edelweiss Mid Cap Fund

Previously Known As : Edelweiss Mid And Small Cap Fund

Click on + to See NAV
Fund Name NAV Date NAV Rupee Change Percent Change
Edelweiss Mid Cap Fund - Regular Plan - IDCW Option 25/Nov/2022 30.735
%
Edelweiss Mid Cap Fund - Direct Plan - IDCW Option 25/Nov/2022 43.736
%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 25/Nov/2022 53.31
%
Edelweiss Mid Cap Fund - Direct Plan - Growth Option 25/Nov/2022 59.981
%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Edelweiss Mid Cap Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.98
1.14
No
No
No
16/25 -1.01 / 4.59
1M Rolling Return %
-0.10
0.09
No
No
No
17/25 -0.69 / 1.09
3M Return %
1.96
2.03
No
No
No
9/25 -1.10 / 8.84
3M Rolling Return %
0.20
-0.28
Yes
No
No
10/24 -3.87 / 4.63
6M Return %
17.74
15.81
Yes
No
No
8/25 10.07 / 21.84
6M Rolling Return %
3.44
2.46
Yes
No
No
10/24 -2.11 / 10.64
1Y Return %
3.54
2.28
Yes
No
No
9/25 -4.39 / 15.04
1Y Rolling Return %
33.52
31.74
Yes
No
No
8/22 21.20 / 53.58
3Y Return %
25.81
23.27
Yes
Yes
No
4/22 15.88 / 36.31
3Y Rolling Return %
21.92
19.44
Yes
Yes
No
4/20 13.21 / 31.03
5Y Return %
13.17
11.89
Yes
No
No
7/20 7.23 / 19.75
Standard Deviation
23.13
22.10
No
No
Yes
17/22 18.46 / 23.56
Semi Deviation
17.95
17.31
No
No
No
14/22 14.24 / 19.20
Max Drawdown
-29.87
-28.44
No
No
No
13/22 -33.64 / -21.50
VaR 1 Y
-18.06
-20.16
Yes
No
No
8/22 -28.01 / -17.07
Average Drawdown
-8.82
-8.99
Yes
No
No
12/22 -12.81 / -5.75
Sharpe Ratio
0.66
0.59
Yes
No
No
8/22 0.35 / 0.93
Sterling Ratio
0.51
0.47
Yes
Yes
No
6/22 0.31 / 0.75
Sortino Ratio
0.31
0.28
Yes
Yes
No
6/22 0.17 / 0.43
Jensen Alpha
3.79
2.65
Yes
No
No
9/20 -6.93 / 15.73
Treynor Ratio
0.24
0.22
Yes
No
No
6/20 0.14 / 0.38
Modigliani Square measure
29.12
27.19
Yes
No
No
6/20 18.75 / 42.06
Active Return
0.01
-0.01
Yes
No
No
6/20 -0.09 / 0.12
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 25, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Edelweiss Mid Cap Fund Performance Analysis

Edelweiss Mid Cap Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Edelweiss Mid Cap Fund

Top Performing Funds in Mid Cap Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Mirae Asset Midcap Fund

4 The Mirae Asset Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 25 funds. The fund has 11 KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Mirae Asset Midcap Fund performance snapshot section. 2.62% 25.28% -28.98% -17.44% 0.92 0.40 0.49

Mahindra Unnati Emerging Business Yojana

5 The Mahindra Unnati Emerging Business Yojana is a Mid Cap Fund. In the Mid Cap Fund category there are 25 funds. The fund has four KPIs that are in top quartile. The fund has 19% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 10% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Mahindra Unnati Emerging Business Yojana performance snapshot section. 2.03% 22.58% -24.60% -20.90% 0.62 0.29 0.47

Pgim India Midcap Opportunities Fund

3 The Pgim India Midcap Opportunities Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 25 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Pgim India Midcap Opportunities Fund performance snapshot section. 3.21% 36.31% -26.36% -20.59% 0.93 0.43 0.47

Quant Mid Cap Fund

1 The Quant Mid Cap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 25 funds. The fund has 20 KPIs that are in top quartile. The fund has 87% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Quant Mid Cap Fund performance snapshot section. 15.04% 35.04% -25.85% -22.70% 0.84 0.42 0.46

Sbi Magnum Midcap Fund

2 The Sbi Magnum Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 25 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has six KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Sbi Magnum Midcap Fund performance snapshot section. 3.93% 27.92% -31.80% -17.07% 0.68 0.32 0.48

Edelweiss Mid Cap Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
1.12
1.24
No
No
No
16/25 -0.91 / 4.75
1M Rolling Return %
0.05
0.19
No
No
No
15/25 -0.60 / 1.15
3M Return %
2.37
2.34
Yes
No
No
9/25 -0.87 / 9.29
3M Rolling Return %
0.58
0.02
Yes
No
No
9/24 -3.30 / 5.12
6M Return %
18.68
16.51
Yes
Yes
No
7/25 10.60 / 22.57
6M Rolling Return %
4.24
3.08
Yes
No
No
8/24 -0.96 / 11.28
1Y Return %
5.17
3.51
Yes
Yes
No
6/25 -3.39 / 17.22
1Y Rolling Return %
35.62
33.30
Yes
No
No
7/22 22.63 / 56.34
3Y Return %
27.75
24.68
Yes
Yes
No
4/22 17.00 / 38.72
3Y Rolling Return %
23.81
20.75
Yes
Yes
No
3/20 14.13 / 33.31
5Y Return %
14.87
13.11
Yes
No
No
6/20 8.21 / 21.50
Standard Deviation
23.13
22.10
No
No
Yes
17/22 18.46 / 23.56
Semi Deviation
17.95
17.31
No
No
No
14/22 14.24 / 19.20
Max Drawdown
-29.87
-28.44
No
No
No
13/22 -33.64 / -21.50
VaR 1 Y
-18.06
-20.16
Yes
No
No
8/22 -28.01 / -17.07
Average Drawdown
-8.82
-8.99
Yes
No
No
12/22 -12.81 / -5.75
Sharpe Ratio
0.66
0.59
Yes
No
No
8/22 0.35 / 0.93
Sterling Ratio
0.51
0.47
Yes
Yes
No
6/22 0.31 / 0.75
Sortino Ratio
0.31
0.28
Yes
Yes
No
6/22 0.17 / 0.43
Jensen Alpha
3.79
2.65
Yes
No
No
9/20 -6.93 / 15.73
Treynor Ratio
0.24
0.22
Yes
No
No
6/20 0.14 / 0.38
Modigliani Square measure
29.12
27.19
Yes
No
No
6/20 18.75 / 42.06
Active Return
0.01
-0.01
Yes
No
No
6/20 -0.09 / 0.12
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 25, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Edelweiss Mid Cap Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 0.98% 1.12%
1M Rolling Return % -0.10% 0.05%
3M Return % 1.96% 2.37%
3M Rolling Return % 0.20% 0.58%
6M Return % 17.74% 18.68%
6M Rolling Return % 3.44% 4.24%
1Y Return % 3.54% 5.17%
1Y Rolling Return % 33.52% 35.62%
3Y Return % 25.81% 27.75%
3Y Rolling Return % 21.92% 23.81%
5Y Return % 13.17% 14.87%
Standard Deviation 23.13% 23.13%
Semi Deviation 17.95% 17.95%
Max Drawdown -29.87% -29.87%
VaR 1 Y -18.06% -18.06%
Average Drawdown -8.82% -8.82%
Sharpe Ratio 0.66% 0.66%
Sterling Ratio 0.51% 0.51%
Sortino Ratio 0.31% 0.31%
Jensen Alpha 3.79% 3.79%
Treynor Ratio 0.24% 0.24%
Modigliani Square measure 29.12% 29.12%
Active Return 0.01% 0.01%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Edelweiss Mid Cap Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 4.80% 23.48% 13.26% 0.00%
One Year -56.33% 143.84% 17.16% 25.33%
Three Year -10.73% 70.26% 14.08% 11.72%
Five Year -2.05% 53.85% 13.27% 0.90%
Seven Year 4.67% 34.90% 12.77% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Mid Cap Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Quant Mid Cap Fund

1.11
1
3.37
1
4.59
1
8.84
1
19.49
4
15.04
1
35.04
2
19.75
1

Tata Mid Cap Growth Fund

0.94
2
1.61
6
2.35
3
1.45
15
14.55
17
1.18
14
21.46
14
11.75
11

Franklin India Prima Fund

0.93
3
2.00
3
1.16
13
3.47
6
19.50
3
0.24
18
17.30
20
9.61
15

Mirae Asset Midcap Fund

0.86
4
1.56
7
1.65
7
1.61
11
15.03
15
2.62
11
25.28
5

Taurus Discovery (Midcap) Fund

0.83
5
2.54
2
2.30
5
3.33
7
17.81
7
3.73
8
21.31
15
11.44
12

Dsp Midcap Fund

0.75
6
1.03
21
-0.22
22
-0.46
23
10.75
24
-4.35
24
15.88
22
9.39
16

Nippon India Growth Fund

0.71
7
1.87
4
1.21
12
2.58
8
17.56
9
4.47
5
24.63
8
13.30
6

Hsbc Mid Cap Fund

0.61
8
1.52
8
0.59
17
0.79
19
10.80
23
-4.39
25

Kotak Emerging Equity Fund

0.60
9
1.12
17
1.54
9
1.13
17
15.49
14
5.80
4
24.57
9
13.70
5

Aditya Birla Sun Life Midcap Fund

0.55
10
1.34
12
0.26
19
-1.10
25
10.07
25
-3.71
22
19.39
17
7.23
20

Pgim India Midcap Opportunities Fund

0.54
11
1.42
11
1.12
14
1.42
16
16.88
10
3.21
10
36.31
1
17.45
2

Hdfc Mid Cap Opportunities Fund

0.48
12
1.66
5
3.07
2
5.46
2
21.63
2
11.73
3
24.46
10
12.07
10

Idbi Midcap Fund

0.47
13
1.48
10
1.84
6
0.94
18
15.99
13
-2.88
21
18.50
18
7.44
18

Uti Mid Cap Fund

0.42
14
0.94
24
0.08
21
1.56
13
16.82
11
0.40
17
24.78
6
11.09
13

Mahindra Unnati Emerging Business Yojana

0.38
15
1.26
13
1.31
10
0.57
20
13.01
21
2.03
12
22.58
12

L&T Midcap Fund

0.37
16
1.17
15
1.29
11
1.62
10
13.10
20
0.45
16
16.89
21
7.52
17

Sundaram Mid Cap Fund

0.35
17
1.48
9
0.44
18
1.60
12
18.19
5
4.10
6
18.28
19
7.37
19

Axis Midcap Fund

0.34
18
1.10
18
0.12
20
-0.56
24
12.95
22
-3.82
23
20.06
16
15.52
3

Sbi Magnum Midcap Fund

0.26
19
0.65
25
-0.34
23
-0.08
22
13.80
18
3.93
7
27.92
3
12.39
9

Motilal Oswal Midcap 30 Fund (Mof30)

0.21
20
0.98
23
-1.01
25
5.17
3
21.84
1
13.67
2
24.67
7
13.87
4

Invesco India Midcap Fund

0.14
21
1.08
19
1.60
8
4.16
4
16.12
12
0.97
15
22.45
13
13.13
8

Union Midcap Fund

0.14
22
1.03
22
-0.83
24
0.42
21
14.58
16
1.28
13

Boi Axa Mid & Small Cap Equity & Debt Fund

0.13
23
1.18
14
2.30
4
3.49
5
13.46
19
-0.82
19
24.40
11
10.55
14

Iti Mid Cap Fund

0.13
24
1.07
20
1.09
15
1.46
14
18.13
6
-1.42
20

Edelweiss Mid Cap Fund

0.00
25
1.13
16
0.98
16
1.96
9
17.74
8
3.54
9
25.81
4
13.17
7
Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Quant Mid Cap Fund

1.11
1
3.41
1
4.75
1
9.29
1
20.61
3
17.22
1
37.64
2
21.50
1

Tata Mid Cap Growth Fund

0.94
2
1.63
6
2.46
3
1.78
16
15.31
17
2.50
14
23.01
14
13.11
10

Franklin India Prima Fund

0.93
3
2.01
3
1.22
15
3.67
6
19.98
4
1.04
18
18.26
20
10.58
15

Mirae Asset Midcap Fund

0.86
4
1.59
7
1.76
7
1.93
11
15.74
15
3.91
11
27.10
5

Taurus Discovery (Midcap) Fund

0.81
5
2.55
2
2.31
5
3.41
7
18.00
9
4.06
10
21.75
15
11.89
13

Dsp Midcap Fund

0.75
6
1.05
22
-0.13
22
-0.21
23
11.31
24
-3.39
25
17.00
22
10.41
16

Nippon India Growth Fund

0.71
7
1.89
4
1.28
12
2.81
8
18.04
8
5.31
5
25.56
9
14.11
8

Hsbc Mid Cap Fund

0.62
8
1.55
8
0.72
17
1.15
19
11.60
23
-3.03
24

Kotak Emerging Equity Fund

0.60
9
1.14
17
1.64
9
1.44
17
16.21
14
7.13
4
26.16
7
15.11
5

Aditya Birla Sun Life Midcap Fund

0.55
10
1.36
12
0.33
19
-0.87
25
10.60
25
-2.83
23
20.49
17
8.21
20

Pgim India Midcap Opportunities Fund

0.54
11
1.43
11
1.25
14
1.80
15
17.80
10
4.87
8
38.72
1
19.46
2

Idbi Midcap Fund

0.48
12
1.46
10
1.90
6
1.19
18
16.54
13
-2.04
21
19.47
18
8.86
17

Hdfc Mid Cap Opportunities Fund

0.48
13
1.68
5
3.13
2
5.65
2
22.07
2
12.54
3
25.33
11
12.96
11

Uti Mid Cap Fund

0.42
14
0.96
24
0.16
21
1.82
14
17.41
11
1.43
17
25.98
8
12.12
12

Mahindra Unnati Emerging Business Yojana

0.39
15
1.29
13
1.46
10
1.01
20
14.00
20
3.79
12
24.63
12

L&T Midcap Fund

0.37
16
1.20
14
1.38
11
1.90
12
13.73
21
1.58
16
18.24
21
8.71
18

Axis Midcap Fund

0.35
17
1.13
18
0.21
20
-0.25
24
13.66
22
-2.59
22
21.68
16
16.99
3

Sundaram Mid Cap Fund

0.35
18
1.50
9
0.52
18
1.84
13
18.75
6
5.07
7
19.28
19
8.25
19

Sbi Magnum Midcap Fund

0.26
19
0.67
25
-0.27
23
0.13
22
14.28
18
4.85
9
29.07
3
13.43
9

Motilal Oswal Midcap 30 Fund (Mof30)

0.21
20
1.00
23
-0.91
25
5.48
3
22.57
1
14.98
2
26.18
6
15.27
4

Union Midcap Fund

0.17
21
1.10
21
-0.67
24
0.85
21
15.48
16
2.82
13

Invesco India Midcap Fund

0.14
22
1.10
20
1.71
8
4.51
4
16.95
12
2.45
15
24.22
13
14.87
7

Iti Mid Cap Fund

0.13
23
1.11
19
1.27
13
2.01
10
19.43
5
0.87
19

Boi Axa Mid & Small Cap Equity & Debt Fund

0.08
24
1.20
15
2.39
4
3.74
5
14.05
19
0.12
20
25.53
10
11.52
14

Edelweiss Mid Cap Fund

0.00
25
1.16
16
1.12
16
2.37
9
18.68
7
5.17
6
27.75
4
14.87
6
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Midcap Fund

-0.30
22
-0.40
14
0.60
17
33.02
9
15.66
16

Axis Midcap Fund

-0.67
23
-1.96
20
0.51
18
28.04
15
20.92
7

Franklin India Prima Fund

-0.02
14
-3.35
23
1.25
13
23.58
20
14.12
18

Mirae Asset Midcap Fund

0.29
8
-0.07
12
2.14
12
35.44
5

Boi Axa Mid & Small Cap Equity & Debt Fund

0.69
4
0.79
4
-0.19
21
35.26
6
19.73
11

Dsp Midcap Fund

-0.68
24
-2.79
22
-1.23
23
24.58
19
16.63
15

Edelweiss Mid Cap Fund

-0.10
17
0.20
10
3.44
10
33.52
8
21.92
4

Hdfc Mid Cap Opportunities Fund

1.09
1
0.22
9
5.34
4
28.63
14
17.22
14

Idbi Midcap Fund

-0.26
21
-2.41
21
-0.36
22
25.93
18
14.14
17

Invesco India Midcap Fund

0.03
12
0.33
7
1.15
14
28.92
13
19.44
12

Kotak Emerging Equity Fund

0.18
9
0.74
5
3.54
9
29.05
12
21.71
5

Mahindra Unnati Emerging Business Yojana

0.06
11
0.25
8
1.11
15
31.44
11

Motilal Oswal Midcap 30 Fund (Mof30)

0.74
3
3.97
2
10.64
1
39.03
3
20.05
9

Nippon India Growth Fund

0.50
6
-0.62
15
3.95
6
31.58
10
20.91
8

Pgim India Midcap Opportunities Fund

-0.12
18
0.60
6
3.94
7
53.58
1
31.03
1

Quant Mid Cap Fund

0.89
2
4.63
1
7.42
2
47.71
2
27.46
2

Sbi Magnum Midcap Fund

0.03
13
1.55
3
5.63
3
36.23
4
22.19
3

Sundaram Mid Cap Fund

-0.16
19
-0.84
17
3.58
8
23.40
21
13.21
20

Tata Mid Cap Growth Fund

0.62
5
-0.37
13
0.80
16
27.22
16
19.84
10

Uti Mid Cap Fund

-0.06
15
-0.91
18
3.39
11
34.08
7
20.99
6

L&T Midcap Fund

0.15
10
-1.54
19
0.25
19
21.20
22
14.05
19

Taurus Discovery (Midcap) Fund

0.38
7
-0.82
16
-0.18
20
26.80
17
17.51
13

Union Midcap Fund

-0.22
20
0.07
11
4.48
5

Iti Mid Cap Fund

-0.69
25
-3.87
24
-2.11
24

Hsbc Mid Cap Fund

-0.10
16
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Union Midcap Fund

-0.12
20
0.42
10
5.29
5

Iti Mid Cap Fund

-0.50
23
-3.30
24
-0.96
24

Aditya Birla Sun Life Midcap Fund

-0.23
22
-0.18
14
1.04
18
34.22
9
16.73
16

Axis Midcap Fund

-0.56
24
-1.65
20
1.15
17
29.78
14
22.55
6

Franklin India Prima Fund

0.05
14
-3.16
23
1.63
15
24.61
20
15.11
19

Mirae Asset Midcap Fund

0.39
8
0.24
12
2.83
12
37.67
4

Boi Axa Mid & Small Cap Equity & Debt Fund

0.78
4
1.03
6
0.27
20
36.40
6
20.77
12

Dsp Midcap Fund

-0.60
25
-2.55
22
-0.74
23
25.77
19
17.73
15

Edelweiss Mid Cap Fund

0.05
15
0.58
9
4.24
8
35.62
7
23.81
3

Hdfc Mid Cap Opportunities Fund

1.15
1
0.40
11
5.71
4
29.53
15
18.02
13

Idbi Midcap Fund

-0.19
21
-2.23
21
0.06
21
27.08
18
15.32
18

Invesco India Midcap Fund

0.16
12
0.69
7
1.87
14
30.71
13
21.22
11

Hsbc Mid Cap Fund

0.01
17

Kotak Emerging Equity Fund

0.30
9
1.05
4
4.18
9
30.72
12
23.25
5

Mahindra Unnati Emerging Business Yojana

0.21
11
0.67
8
1.98
13
33.72
10

Motilal Oswal Midcap 30 Fund (Mof30)

0.83
3
4.25
2
11.28
1
40.71
3
21.50
9

Nippon India Growth Fund

0.56
6
-0.43
15
4.35
7
32.57
11
21.73
8

Pgim India Midcap Opportunities Fund

0.01
18
1.03
5
4.77
6
56.34
1
33.31
1

Quant Mid Cap Fund

1.06
2
5.12
1
8.56
2
51.10
2
29.76
2

Sbi Magnum Midcap Fund

0.10
13
1.79
3
6.10
3
37.46
5
23.30
4

Sundaram Mid Cap Fund

-0.08
19
-0.61
16
4.06
10
24.45
21
14.13
20

Tata Mid Cap Growth Fund

0.73
5
-0.05
13
1.44
16
28.90
16
21.41
10

Uti Mid Cap Fund

0.03
16
-0.65
17
3.90
11
35.38
8
22.08
7

L&T Midcap Fund

0.24
10
-1.27
19
0.81
19
22.63
22
15.38
17

Taurus Discovery (Midcap) Fund

0.41
7
-0.74
18
-0.03
22
27.31
17
17.98
14
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Midcap Fund

-20.71
15
-33.64
22
-10.96
19
23.15
18
18.32
19

Axis Midcap Fund

-17.50
5
-21.50
1
-7.29
3
18.46
1
14.24
1

Franklin India Prima Fund

-20.31
12
-30.16
14
-11.72
20
22.50
10
17.13
9

Mirae Asset Midcap Fund

-17.44
4
-28.98
11
-8.77
11
22.78
12
18.25
17

Boi Axa Mid & Small Cap Equity & Debt Fund

-27.26
21
-21.51
2
-7.81
6
20.04
2
15.89
3

Dsp Midcap Fund

-21.03
17
-27.07
8
-9.16
15
20.49
3
16.00
4

Edelweiss Mid Cap Fund

-18.06
8
-29.87
13
-8.82
12
23.13
17
17.95
14

Hdfc Mid Cap Opportunities Fund

-17.63
6
-30.67
16
-7.98
7
23.16
19
17.92
13

Idbi Midcap Fund

-21.87
19
-30.23
15
-12.81
22
22.81
13
17.72
12

Invesco India Midcap Fund

-21.52
18
-25.91
6
-7.47
4
21.12
5
16.72
7

Kotak Emerging Equity Fund

-18.05
7
-31.67
18
-8.17
8
22.87
14
18.14
16

Mahindra Unnati Emerging Business Yojana

-20.90
16
-24.60
4
-5.75
1
20.50
4
15.78
2

Motilal Oswal Midcap 30 Fund (Mof30)

-19.86
11
-32.22
20
-10.31
18
23.04
16
19.20
22

Nippon India Growth Fund

-18.62
9
-30.86
17
-9.06
14
22.90
15
18.27
18

Pgim India Midcap Opportunities Fund

-20.59
13
-26.36
7
-8.99
13
23.48
21
18.10
15

Quant Mid Cap Fund

-22.70
20
-25.85
5
-9.50
16
22.58
11
16.56
6

Sbi Magnum Midcap Fund

-17.07
1
-31.80
19
-10.21
17
23.56
22
18.35
20

Sundaram Mid Cap Fund

-19.26
10
-32.36
21
-8.24
9
23.22
20
18.61
21

Tata Mid Cap Growth Fund

-17.10
2
-28.62
10
-6.72
2
21.91
8
17.21
10

Uti Mid Cap Fund

-20.67
14
-28.47
9
-7.53
5
21.94
9
17.27
11

L&T Midcap Fund

-17.25
3
-29.31
12
-12.10
21
21.22
6
16.84
8

Taurus Discovery (Midcap) Fund

-28.01
22
-24.00
3
-8.41
10
21.39
7
16.42
5
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Midcap Fund

0.37
19
0.19
19
0.31
21
0.47
-1.96
16 0.87 9
0.95
9
0.17
16
22.61
16
-0.05
17

Axis Midcap Fund

0.73
4
0.33
4
0.59
4
0.46
4.65
5 0.77 20
0.92
16
0.22
10
27.11
10
-0.00
10

Franklin India Prima Fund

0.39
18
0.20
18
0.34
18
0.48
-6.93
20 0.92 4
0.97
2
0.14
20
18.80
19
-0.09
20

Mirae Asset Midcap Fund

0.92
2
0.40
3
0.68
3
0.49
4.90
3 0.85 13
0.96
5
0.25
4
30.56
3
0.01
5

Boi Axa Mid & Small Cap Equity & Debt Fund

0.56
12
0.26
13
0.52
5
0.44

Dsp Midcap Fund

0.46
17
0.22
17
0.39
17
0.49
-2.53
17 0.79 19
0.96
8
0.16
17
21.67
17
-0.08
19

Edelweiss Mid Cap Fund

0.66
8
0.31
6
0.51
6
0.48
3.79
9 0.89 5
0.96
4
0.24
6
29.12
6
0.01
6

Hdfc Mid Cap Opportunities Fund

0.52
15
0.25
15
0.42
16
0.48
1.30
13 0.88 7
0.98
1
0.21
11
26.54
11
-0.02
12

Idbi Midcap Fund

0.35
21
0.18
20
0.32
19
0.47
-3.86
19 0.88 6
0.96
7
0.15
18
20.56
18
-0.07
18

Invesco India Midcap Fund

0.55
14
0.26
14
0.46
13
0.47
2.50
12 0.79 17
0.94
14
0.22
9
27.71
9
-0.03
13

Kotak Emerging Equity Fund

0.67
7
0.30
8
0.49
10
0.48
3.24
10 0.88 8
0.97
3
0.23
8
28.64
8
0.00
9

Mahindra Unnati Emerging Business Yojana

0.62
10
0.29
9
0.51
7
0.47
3.86
7 0.85 12
0.91
18
0.21
12
25.50
13
0.01
8

Motilal Oswal Midcap 30 Fund (Mof30)

0.71
5
0.30
7
0.51
8
0.48
4.75
4 0.84 14
0.89
19
0.25
5
29.33
5
0.01
7

Nippon India Growth Fund

0.64
9
0.29
10
0.48
11
0.48
3.80
8 0.97 1
0.95
11
0.21
13
25.43
14
0.03
3

Pgim India Midcap Opportunities Fund

0.93
1
0.43
1
0.75
1
0.47
15.73
1 0.85 11
0.92
17
0.37
2
42.06
1
0.12
1

Quant Mid Cap Fund

0.84
3
0.42
2
0.68
2
0.46
14.58
2 0.80 16
0.77
20
0.38
1
39.43
2
0.09
2

Sbi Magnum Midcap Fund

0.68
6
0.32
5
0.51
9
0.48
4.09
6 0.94 3
0.95
12
0.25
3
30.08
4
0.03
4

Sundaram Mid Cap Fund

0.35
20
0.18
21
0.31
22
0.49
-2.84
18 0.97 2
0.95
13
0.14
19
18.75
20
-0.03
14

Tata Mid Cap Growth Fund

0.56
13
0.26
12
0.45
14
0.48
0.26
15 0.82 15
0.95
10
0.19
15
25.10
15
-0.04
15

Uti Mid Cap Fund

0.60
11
0.28
11
0.47
12
0.47
2.69
11 0.87 10
0.96
6
0.24
7
29.04
7
-0.01
11

L&T Midcap Fund

0.35
22
0.17
22
0.31
20
0.49

Taurus Discovery (Midcap) Fund

0.48
16
0.24
16
0.45
15
0.46
1.00
14 0.79 18
0.93
15
0.20
14
25.77
12
-0.04
16

Edelweiss Mid Cap Fund Additional Return Analysis

Edelweiss Mid Cap Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 1000.00 1011.29 1009.83 1019.64 1177.39 1035.43 1991.11 1856.33
Direct Plan Value of 1000 Rupee 1000.00 1011.60 1011.19 1023.74 1186.76 1051.73 2084.85 2000.30
Fund Information
Fund Launch Date: 09/Nov/2007
Fund Category: Mid Cap Fund
Investment 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.
Fund Description: An open ended equity scheme predominantly investing in mid cap stocks
Fund Benchmark: Nifty Midcap 100 TR Index
Source: Fund FactSheet


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