MonitorDirect · GrowthWatch before adding
Edelweiss Mid Cap Fund
Edelweiss Mutual FundEquity Scheme - Mid Cap Fund9.9 years
The scheme aims to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Mid Cap companies.
- NAV
- 118.956
- 30 Oct 2026
- 1Y
- -2.0%
- Trailing CAGR
- Upside capture
- +98%
- Vs NIFTY MIDCAP 150 TRI
- Downside capture
- +87%
- Lower is better
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 30 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 100% of rolling 3-year windows.
Fits if · Three-year return is above the category median.
Prefer peers if · Prefer ITI Mid Cap Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
9.9 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.69% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Watch
Peak-to-trough -39.2%. Ask whether you can hold through a similar fall.
Vs category
Pass
100% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Watch
Sumanta Khan · 0.1 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 22.6% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 39%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-2.0%
- 3Y+19.0%
- 5Y+16.3%
- 10Yn/a
- SI+19.1%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-4.9%
- 3Y+6.9%
- 5Y+15.8%
- 10Yn/a
- Since inception
- +19.1%
- Calendar-day CAGR
- Excess 1Y
- +0.2%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 100
- Vs comparable share classes
- SIP 3Y XIRR
- +6.9%
- Simulated monthly SIP
- Worst rolling 3Y
- -4.9%
- 1710 daily-ending windows
- Median rolling 3Y
- +26.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1216 daily-ending windows
Official benchmark
Date-aligned against NIFTY MIDCAP 150 TRI. Capture ratios use common month-end observations through 30 Oct 2026.
- 1Y excess
- +2.4%
- Fund minus TRI
- 3Y excess
- +5.2%
- Fund minus TRI
- Upside capture
- +98%
- Benchmark-up months
- Downside capture
- +87%
- Lower is better
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -39.2%
- Worst peak-to-trough
- Current
- -9.8%
- Below last peak
- Current spell
- 60 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 132 recovered episodes
- Longest recovery
- 235 days
- Trough to prior peak
15 Jan 2018 – 13 Nov 2020
Trough 23 Mar 2020 · recovered in 235 days
-39.2%
16 Dec 2024 – 30 Jun 2025
Trough 28 Feb 2025 · recovered in 122 days
-20.1%
18 Oct 2021 – 30 Aug 2022
Trough 20 Jun 2022 · recovered in 71 days
-19.0%
7 Jan 2026 – 6 May 2026
Trough 23 Mar 2026 · recovered in 44 days
-12.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
100
Vs category
51
Consistency
94
Risk-adjusted
64
Drawdown
2
Mean
62
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 100% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Portfolio
30 Sept 2026 · 106 holdings · top 10 are 22.6%.
- Top 5
- 13.0%
- Top 10
- 22.6%
- Largest holding
- 3.1%
- Effective holdings
- 75.5
Others CBLO
Unspecified
3.1%
The Federal Bank Ltd
Financial
3.1%
Multi Commodity Exchange Of India Ltd
Financial
2.7%
Solar Industries India Ltd
Materials
2.1%
City Union Bank Ltd
Financial
2.0%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
ITI Mid Cap Fund
ITI Mutual Fund
- 1Y
- -1.3%
- 3Y
- +17.7%
- Vol
- 16.4%
- Max DD
- -22.7%
- Sharpe
- 0.67
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns
Axis Midcap Fund
Axis Mutual Fund
- 1Y
- +1.3%
- 3Y
- +16.1%
- Vol
- 14.9%
- Max DD
- -29.4%
- Sharpe
- 0.82
- 3Y win
- +41%
- Lower volatility
- Shallower drawdown
Caveat: Higher TER · Lower trailing returns
Baroda BNP Paribas Mid Cap Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +0.8%
- 3Y
- +15.3%
- Vol
- 14.5%
- Max DD
- -18.6%
- Sharpe
- 0.70
- 3Y win
- +97%
- Lower volatility
- Shallower drawdown
Caveat: Higher TER · Lower trailing returns
DSP Midcap Fund
DSP Mutual Fund
- 1Y
- -4.4%
- 3Y
- +12.6%
- Vol
- 16.2%
- Max DD
- -32.7%
- Sharpe
- 0.66
- 3Y win
- +49%
- Lower volatility
- Shallower drawdown
Caveat: Higher TER · Lower trailing returns
Franklin India Mid Cap Fund
Franklin Templeton Mutual Fund
- 1Y
- -8.4%
- 3Y
- +13.4%
- Vol
- 15.4%
- Max DD
- -36.6%
- Sharpe
- 0.74
- 3Y win
- +58%
- Lower volatility
- Shallower drawdown
Caveat: Higher TER · Lower trailing returns