MonitorDirect · Growth
Edelweiss Mid Cap Fund
Edelweiss Mutual FundEquity Scheme - Mid Cap Fund9.8 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
- 125.457
- 15 Sept 2026
- 1Y
- +8.5%
- Trailing CAGR
- Upside capture
- +98%
- Vs NIFTY MIDCAP 150 TRI
- Downside capture
- +86%
- Lower is better
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+8.5%
- 3Y+20.3%
- 5Y+18.8%
- 10Yn/a
- SI+20.3%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+10.8%
- 3Y+14.0%
- 5Y+19.6%
- 10Yn/a
- Since inception
- +20.3%
- Calendar-day CAGR
- Excess 1Y
- +0.8%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 100
- Vs comparable share classes
- Worst rolling 3Y
- -4.9%
- 1678 daily-ending windows
- Median rolling 3Y
- +26.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1184 daily-ending windows
- SIP 3Y XIRR
- +14.0%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY MIDCAP 150 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- +1.6%
- Fund minus TRI
- 3Y excess
- +5.9%
- Fund minus TRI
- Upside capture
- +98%
- Benchmark-up months
- Downside capture
- +86%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 132 recovered episodes
- Longest recovery
- 235 days
- Trough to prior peak
- Current spell
- 11 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
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
55
Consistency
94
Risk-adjusted
69
Drawdown
2
Mean
64
Portfolio
31 Aug 2026 · 98 holdings · top 10 are 25.3%.
- Top 5
- 15.4%
- Top 10
- 25.3%
- Largest holding
- 4.8%
- Effective holdings
- 65.5
Others CBLO
Unspecified
4.8%
The Federal Bank Ltd
Financial
3.7%
Multi Commodity Exchange Of India Ltd
Financial
2.7%
Coforge Ltd
Technology
2.2%
Solar Industries India Ltd
Materials
2.1%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
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.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
ITI Mid Cap Fund
ITI Mutual Fund
- 1Y
- +9.1%
- 3Y
- +19.2%
- Vol
- 16.3%
- Max DD
- -22.7%
- Sharpe
- 0.81
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
LIC MF Mid Cap Fund
LIC Mutual Fund
- 1Y
- +3.9%
- 3Y
- +15.3%
- Vol
- 16.5%
- Max DD
- -21.5%
- Sharpe
- 0.72
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Lower trailing returns
Axis Midcap Fund
Axis Mutual Fund
- 1Y
- +5.0%
- 3Y
- +15.5%
- Vol
- 14.9%
- Max DD
- -29.4%
- Sharpe
- 0.88
- 3Y win
- +41%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Baroda BNP Paribas Mid Cap Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +8.9%
- 3Y
- +16.1%
- Vol
- 14.4%
- Max DD
- -18.6%
- Sharpe
- 0.86
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
DSP Midcap Fund
DSP Mutual Fund
- 1Y
- +1.8%
- 3Y
- +13.1%
- Vol
- 16.1%
- Max DD
- -32.7%
- Sharpe
- 0.73
- 3Y win
- +50%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns