The mid-cap equity funds have a niche in the rapidly growing mutual fund sector in India. They provide a combination of growth prospective and calculated risk and are therefore appealing to long-term investors who are willing to take a greater risk. Out of all the schemes in this category, This Mid Cap Fund by Edelweiss Mutual Fund has consistently established itself as a disciplined investor, low cost fund, and a steady generator of alpha. The fund is keen on pinpointing high-quality mid-cap firms with scaleable business models, quality management and sustainable increase in earnings.
In this article will provide complete information about Edelweiss Mid Cap Fund.
Edelweiss Mid Cap Fund Overview
Edelweiss Mid Cap fund is an open-ended equity mutual fund which is a mid-cap fund according to the SEBI classification. The fund majorly invests in mid-cap firms that are classified between 101 and 250 according to market capitalization as well as having a small exposure to small and big-cap investments when opportunities are available. Although mid-cap investing involves a high level of volatility, this scheme is supposed to manage the risks by diversification and bottom-up strategy of stock selection.
The Direct Plan Growth option of the fund has become popular especially because of the low expense ratio and good long-term performance. By early February 2026, the Net Asset Value (NAV) of the fund is approximately 121.62, which demonstrates a considerable level of growth since inception. The Assets Under Management (AUM) have reached 13,650 crore that is a signal of great investor confidence and stable inflows. The scheme is a pure equity growth scheme, and the equity exposure is usually held around 95-98 percent, depending on the scheme, to the Nifty Midcap 150 TRI or S&P BSE 500.
| Parameter | Details |
| Fund Name | Edelweiss Mid Cap Fund |
| Fund House | Edelweiss Mutual Fund |
| Launch Year | 2013 |
| Category | Equity – Mid Cap |
| Plan Options | Direct & Regular |
| Investment Style | Bottom-up stock selection |
| Risk Level | Very High |
| Benchmark | Nifty Midcap 150 TRI / S&P BSE 500 |
Edelweiss Mid Cap Fund Managers
Since its conception, the fund has been run by Trideep Bhattacharya, a CFA and a graduate of IIT Kharagpur with more than 14 years of experience in the investment field. Co-managers support him and help with the research and sector analysis. The team adheres to conviction-based approach, which is manifested in the relatively low turnover ratio of the fund. They still focus on scalable businesses that have good earnings visibility especially in technology, financials and healthcare.
| Manager | Role |
| Trideep Bhattacharya | Lead Fund Manager |
| Experience | 14+ Years |
| Strategy | Bottom-up, growth-focused |
Leadership at the AMC
Radhika Gupta was the MD and CEO of Edelweiss mutual fund since 2017. The assets of AMC have increased to more than 1 lakh crore in few years under her leadership that started at approximately 6,700 crores. She has been credited with the driving of investor education, solution based investing and disciplined risk management in the Edelweiss funds.
| Detail | Information |
| Position | MD & CEO |
| Tenure | Since 2017 |
| Focus Areas | Innovation, governance |
| Recognition | WEF Young Global Leader |
Edelweiss Mid Cap Fund Overview
Edelweiss Mid Cap Fund is an equity mutual fund investor, which has the potential to invest in mid-sized companies in India with the potential of growth. It has Regular and Direct Growth plans, both of which accommodate distributor and self-managed investors. The fund has a bottom-up stock-picking strategy and seeks to achieve long-term capital gains as opposed to short-term returns. It has earned notice of some stable performance in the turbulent mid-cap over the years.
| Feature | Details |
| Fund Category | Mid Cap Equity |
| Risk Profile | High |
| Investment Objective | Long-term capital growth |
| Suitable For | Long-term investors, SIPs |
Edelweiss Mid Cap Fund Portfolio Composition
The fund is made up of approximately 97.17% in equities as of November 30, 2025, which consists of 86 stocks. Although it belongs to the mid-cap fund category, it also invests in small-cap and few large-cap stocks to diversify. The industry has sector exposure that is skewed in IT, financial services, and consumer-based businesses. The fact that its turnover ratio is approximately 42% reflects a long-term approach to investment that is stable.
| Allocation | Percentage |
| Mid Cap | ~31.6% |
| Small Cap | ~23.9% |
| Large Cap | ~7.9% |
| Equity Overall | ~97.2% |
Edelweiss Mid Cap Fund Last 10 Years Returns
Edelweiss Mid Cap Fund has been performing well in the long-term, as the 10-year CAGR stood between 17.94% and 19.8 as of 2013, since the debut of the fund in 2013. The initial lump sum of 1 lakh would have increased to around 4.2 -5.2 lakh after inception which is better than the average in the mid-cap category which is approximately 16.72. The fund has received a boon in the up markets but sharper drawdowns have also been witnessed during the corrections like in the year 2022. The performance is still appealing to long-term investors having a 7-10 year and above long-term horizon when adjusted to volatility.
| Metric | Value |
| Launch Year | 2013 |
| 10-Year CAGR | ~17.9%–19.8% |
| Category Avg CAGR | ~16.7% |
| Ideal Strategy | Long-term SIP |
Edelweiss Mid Cap Fund Latest NAV Details
Direct Growth Plan is better placed in terms of NAV with 121.57 whereas the Regular plan is 103.40. This disparity is largely based on the fact that the direct plan is cheaper. NAVs change on a day-to-day basis according to the market trends and the performance of the stocks in the mid-cap. The Regular plan has demonstrated high compounding over a 10 year period (NAV growth of more than 420) even during the market cycles.
| Plan Type | NAV (Feb 2026) |
| Direct Growth | ₹121.57 |
| Regular Growth | ₹103.40 |
| NAV Trend | Market-linked |
Good or Bad: Fund Assessment
Generally, Edelweiss Mid Cap Fund can be taken as a good choice by high-risk investors interested in long-term wealth creation. It has demonstrated a steady performance, a comparatively low portfolio turnover, and a good performance in the bull market. Nevertheless, it cannot avoid mid-cap volatility and may experience more significant corrections during bear markets. Once the markets are on a roll, valuations might stretch and this can affect short run returns. In general, it is appropriate for investors to be able to remain in the market in its periods.
| Pros | Cons |
| Strong long-term returns | High volatility |
| Low turnover ratio | Sharper drawdowns |
| Experienced management | Elevated valuations |
Edelweiss Mid Cap Fund Regular vs Direct Growth Plan
The primary distinction between the Regular and Direct plans is their cost. Direct Growth Plan is much less costly in terms of its expense ratio and hence net returns high in the long term. Plans are the same in terms of investing in the same portfolio and pursuing the same strategy. The online platform is largely preferred by investors who are comfortable with that and want to enjoy better compounding benefits under the direct plan.
| Aspect | Direct | Regular |
| NAV | ₹121.57 | ₹103.40 |
| Expense Ratio | ~0.40% | ~1.67% |
| Returns | Higher | Slightly lower |
| Suitable For | DIY investors | Advisor-led investors |
Edelweiss Mid Cap Fund Investment Objective and Strategy
Edelweiss Mid Cap Fund is primarily aimed at long term capital appreciation through investment in fundamentally good mid-cap companies. The fund management team is a bottom-up approach (i.e. the company-specific fundamentals determine the selection of stocks and not macroeconomic or sector calls). The strategy focuses on businesses that have scalable products, clean balance sheets, rising returns ratios, and management teams. The discipline of valuation is a very valuable factor, and the fund does not overexpose itself to overheating areas even in the bull markets. The effect of this measured strategy is that this fund has been able to restrict downside risk in volatile periods. Other prominent features include portfolio diversification. Although the fund holds around 80 90 stocks, it manages position sizes to eliminate concentration risk. There is also sector exposure in financials, IT services, consumer discretionary, industries and healthcare.
Edelweiss Mid Cap Fund Time Period Analysis Performance
The strongest part of Edelweiss Mid Cap Fund is performance. In the short, medium and long-term, the fund has shown competitive returns, many times beating category averages, as well as benchmark indices. During the one year, returns have been middling as the mid-cap market consolidation has been extended. But the three-year and five-year annualized returns are also impressive and point to the fact that the fund is able to make money no matter what the market cycle is doing.
| Period | Fund Returns | Category Average | Benchmark |
| 1 Year | ~12.9% | ~8–10% | ~9–11% |
| 3 Years (CAGR) | ~28% | ~23–25% | ~24% |
| 5 Years (CAGR) | ~24% | ~28–30% | ~28% |
| Since Inception | ~21.7% CAGR | — | — |
The fund has also shown good downside coverage as compared to its peers and does not lose much during market corrections and joins the market meaningfully when the markets are rallying.
Edelweiss Mid Cap Fund SIP Returns and Wealth Creation Potential
SIPs are best applied to mid-cap funds because they are vulnerable to market fluctuations. Edelweiss Mid Cap Fund has been performing well in regards to the returns of SIP, as it has enjoyed the advantages of rupee-cost averaging and long-term compounding.
A five year SIP of 10,000 monthly would turn into a corpus of above 12 lakh, according to past performance. Even the small amounts given to SIPs might yield serious wealth over a period of 10 years, which makes this fund appropriate to long-term financial objectives like retirement or education of children.
Edelweiss Mid Cap Fund Holdings and Sector Exposure
The best performance of the fund is distributed in the IT services, financials, exchanges, healthcare and auto ancillaries. The portfolio is not dominated by a single stock, which guarantees diversification.
| Company | Sector | Allocation |
| Coforge Ltd. | IT Services | ~3.4% |
| Persistent Systems | IT Services | ~3.1% |
| BSE Ltd. | Financial Exchanges | ~2.5% |
| Indian Bank | Banking | ~2.2% |
| PB Fintech | Fintech | ~2.1% |
| Federal Bank | Banking | ~2.1% |
| MCX | Exchanges | ~2.1% |
| Max Healthcare | Hospitals | ~2.0% |
| UNO Minda | Auto Ancillaries | ~2.0% |
| IDFC First Bank | Banking | ~2.0% |
The distribution of the sectors is also even with the three top sectors contributing below 20 percent of the total exposure.
Edelweiss Mid Cap Fund Cost Efficiency and Expense Ratio
Cost effectiveness is one of the strengths of Edelweiss Mid Cap Fund. Direct Plan has one of the lowest ratios of costs in the mid-cap category and that is 0.40 percent which is a fantastic method of expanding the long term returns. Regular Plan is more costly at 1.67 and 1.73 percent ratio.
The lower costs would mean that more of the returns on the funds would be passed straight to the investors especially in cases where the investment was made on the long-term basis.
Edelweiss Mid Cap Fund Risk Metrics and Volatility
Edelweiss Mid Cap Fund is also a mid-cap fund, and it renders it a very risky investment. Its risk-adjusted indicators are however higher than those of its peers. The standard deviation is slightly lower than the category standard deviation that is controlled volatility and Sharpe ratio is higher, which indicates better risk adjusted returns.
| Metric | Value |
| Standard Deviation | ~15.4 |
| Beta | ~0.93 |
| Sharpe Ratio | ~1.25 |
In spite of these strengths, investors should expect to experience a short term fluctuation and would preferably have a duration of stay of not less than 7-10 years.
Who should invest in Edelweiss Mid Cap Fund?
This fund is most appropriate to the investor who has high risk appetites and has a long term investment horizon. It suits best the individuals who are trying to gain capital and not fixed income and who can withstand interim volatility.
This fund can be of great interest to investors with long-term SIPs to build a wealth or beat inflation returns. Mid-cap funds are more risky and should not be taken by conservative investors or people with short term objectives.
How to Invest in Edelweiss Mid Cap Fund
Investors have an option to invest in Edelweiss Mid Cap Fund both by using official Edelweiss Mutual Fund webpage or through Groww, INDmoney, and Moneycontrol. The Direct Plan is the most recommended option to the cost-effective investors. SIPs are highly suggested in order to deal with volatility and have the advantage of compounding.
Conclusion
The Edelweiss Mid Cap Fund has been able to establish itself as an effective and disciplined mid-cap equity fund to long term investors. Supported by Edelweiss mutual fund, the fund is a combination of bottom up stock picking strategy, low cost ratio (in the direct plan) and the ability to generate a consistent alpha regardless of the market cycle. Its diversified investment portfolio, managed volatility and seasoned fund management team gives it a strong investment choice to investors with a capital growth of 7-10 years. Nonetheless, due to the high volatility of the classes characterized by mid-cap stocks, the fund will most suitably apply to investors of a high risk range who can remain invested during bad economic times and take SIPs to smooth returns.
FAQs
A1. Yes, it is appropriate to long term investors (7 years and above) who seek capital growth and can tolerate increased volatility.
A2. The fund is rated as a Very High Risk due to the fact that it mainly deals in mid-cap stocks that may change drastically over the short-term.
A3. No, the Growth alternative reinvested the profits to earn more returns in the long term rather than paying dividends.
A4. Yes, SIP is mostly desirable because it can be used to deal with the market volatility and enjoy rupee-cost averaging in the middle-cap investments.
A5. In the Direct and the Regular plans, the minimum investment is 100 in lump sum as well as SIP
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