Mid Cap Data As On 04-Jul-18

Objective: The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities focused on smaller companies.

Smart Tip: -

Invest in Edelweiss Mid Cap Fund via SIP or lumpsum
11.41%

ANNUALIZED RETURN FOR 3 YRS
>3 years

INVESTMENT HORIZON
1% for redemption within 365 days

EXIT LOAD AFTER 1 YEARS

Basic Details


Fund House Edelweiss Asset Management Ltd.
Launch Date 26-Dec-2007
Expense Ratio 2.33%
Fund Category Risk High
Fund Type Mid Cap
Asset Size 757 Cr
Volatility Measures
Mean 12.79
Std. Deviation 16.58
Sharpe Ratio 0.38

Investment Details


Investment Plan Growth
Return since Launch 9.96%
Minimum Investment 5000
Exit Load 1% for redemption within 365 days% if withdrawn within 1 Year(s) No exit load if withdrawn after 1 Year(s)
Tax Impact -% of profit if withdrawn before 1 year No tax if withdrawn after 1 year

Contact Details


Fund Manager(s) Harshad Patwardhan since Nov 2007
Tel. No. 40933400
Fax No. 23001181
Website www.edelweissmf.com
*Savings account can attract a tax rate as high as 30% depending on your personal tax rate. Debt Mutual Funds have lesser than 5% tax if held for more than three years and same tax as FDs if held for less than 3 years Arbitrage funds have zero tax