Edelweiss Mid Cap Fund - Regular Plan - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Category : Mid Cap Fund

Latest (Updated on 30th Jun 2025)

Crisil Rank
(Updated on 31st Mar 2025)

Crisil Rank
(Updated on 31st Dec 2024)

Crisil Rank
(Updated on 30th Sep 2024)

Crisil Rank
(Updated on 30th Jun 2024)

Crisil Rank

Returns (NAV as on 08th September, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	01-Sep-25	10014.80	0.15%	-	0.38%	23/33
1 Month	08-Aug-25	10226.80	2.27%	-	2.35%	15/32
3 Month	06-Jun-25	9961.50	-0.39%	-	0.21%	19/32
6 Month	07-Mar-25	11758.70	17.59%	-	16.29%	10/31
YTD	01-Jan-25	9930.70	-0.69%	-	-0.18%	19/31
1 Year	06-Sep-24	10179.50	1.80%	1.79%	-1.66%	4/31
2 Year	08-Sep-23	15578.60	55.79%	24.78%	18.96%	3/31
3 Year	08-Sep-22	18540.30	85.40%	22.83%	19.83%	6/29
5 Year	08-Sep-20	36499.00	264.99%	29.54%	26.08%	2/26
10 Year	08-Sep-15	54074.60	440.75%	18.37%	16.59%	4/22
Since Inception	26-Dec-07	100303.00	903.03%	13.90%	17.94%	27/33

Returns Calculator

SIP Returns (NAV as on 08th September, 2025)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	06-Sep-24	12000	12577.58	4.81 %	9 %
2 Year	08-Sep-23	24000	28505.79	18.77 %	17.46 %
3 Year	08-Sep-22	36000	50712.51	40.87 %	23.53 %
5 Year	08-Sep-20	60000	108042.21	80.07 %	23.72 %
10 Year	08-Sep-15	120000	361998.98	201.67 %	20.91 %

SIP Calculator

Compare performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	0.18%	2.27%	-0.39%	17.59%	-0.44%	1.79%	24.78%	22.83%	29.54%
Nifty 50	0.13%	1.68%	-0.92%	9.85%	4.77%	-0.32%	12.03%	11.64%	16.95%
Benchmark: Nifty Midcap 150 TRI	0.39%	2.03%	-1.73%	16.63%	1.01%	-1.37%	18.87%	21.42%	28.31%
Category Average	0.31%	2.35%	0.21%	16.29%	-0.18%	-1.66%	18.96%	19.83%	26.08%
Category Rank	24/33	15/32	19/32	10/31	19/31	4/31	3/31	6/29	2/26
Best in Category	0.71%	4.84%	5.83%	24.27%	4.83%	9.67%	28.25%	26.80%	33.79%
Worst in Category	-0.06%	-1.02%	-6.95%	5.20%	-7.58%	-15.42%	10.11%	12.52%	19.71%

quartely results (NAV as on 08th September, 2025)

Period

This Fund

Nifty 50

Nifty Midcap 150 TRI

Category Average

2025

-0.69%

-0.83%

Q3 - 2025	-3.03%	-3.01%	--	-0.91%
Q2 - 2025	17.19%	10.15%	--	10.96%
Q1 - 2025	-11.04%	-2.43%	--	-2.82%

2024

38.47%

8.75%

27.2%

Q4 - 2024	-1.33%	-8.34%	--	-3.95%
Q3 - 2024	8.13%	6.91%	--	7.85%
Q2 - 2024	19.54%	7.48%	--	18.80%
Q1 - 2024	5.11%	3.31%	--	4.92%

2023

37.71%

19.48%

34.82%

Q4 - 2023	14.28%	11.33%	--	11.96%
Q3 - 2023	8.38%	1.07%	--	10.16%
Q2 - 2023	14.96%	10.29%	--	11.17%
Q1 - 2023	-2.78%	-4.60%	--	-3.96%

2022

2.36%

3.24%

1.07%

Q4 - 2022	0.18%	7.76%	--	0.58%
Q3 - 2022	16.12%	8.52%	--	14.96%
Q2 - 2022	-10.19%	-10.70%	--	-9.49%
Q1 - 2022	-3.21%	-0.91%	--	0.68%

2021

46.79%

23.79%

36.15%

Q4 - 2021	2.97%	-1.02%	--	1.75%
Q3 - 2021	10.36%	12.36%	--	11.01%
Q2 - 2021	13.59%	5.75%	--	13.27%
Q1 - 2021	14.22%	4.80%	--	12.38%

2020

25.91%

14.77%

22.56%

Q4 - 2020	19.37%	22.46%	--	18.66%
Q3 - 2020	17.79%	7.84%	--	15.42%
Q2 - 2020	21.49%	24.82%	--	20.39%
Q1 - 2020	-25.44%	-29.43%	--	-24.80%

2019

5.01%

11.53%

2.24%

Q4 - 2019	5.58%	7.12%	--	4.64%
Q3 - 2019	-2.56%	-3.30%	--	-2.55%
Q2 - 2019	-0.70%	1.68%	--	-1.60%
Q1 - 2019	4.25%	6.96%	--	3.31%

2018

-15.72%

4.09%

-12.74%

Q4 - 2018	0.80%	-1.32%	--	3.07%
Q3 - 2018	-5.85%	3.29%	--	-4.04%
Q2 - 2018	-4.55%	4.36%	--	-8.25%
Q1 - 2018	-6.41%	-2.14%	--	-7.96%

2017

52.25%

27.58%

40.67%

Q4 - 2017	18.47%	5.84%	--	12.98%
Q3 - 2017	4.10%	2.54%	--	3.35%
Q2 - 2017	6.71%	3.06%	--	4.52%
Q1 - 2017	15.69%	12.16%	--	16.48%

2016

1.7%

2.72%

3.7%

Q4 - 2016	-8.52%	-6.39%	--	-7.27%
Q3 - 2016	9.21%	3.40%	--	8.91%
Q2 - 2016	6.58%	7.45%	--	7.18%
Q1 - 2016	-6.51%	-2.82%	--	-6.94%

2015

8.92%

-4.08%

6.05%

Q4 - 2015	0.66%	-0.06%	--	2.09%
Q3 - 2015	0.29%	-5.96%	--	-0.02%
Q2 - 2015	-0.48%	-2.54%	--	0.53%
Q1 - 2015	8.88%	2.50%	--	6.07%

2014

82.76%

31.44%

65.65%

Q4 - 2014	15.95%	4.24%	--	12.07%
Q3 -	--	4.32%	--	--
Q2 - 2014	34.22%	13.25%	--	28.63%
Q1 - 2014	9.94%	6.39%	--	7.87%

Best Quarters

Period	This Fund	Nifty 50	Nifty Midcap 150 TRI	Category Average
Q2 - 2014	34.22%	13.25%	--	28.63%
Q2 - 2020	21.49%	24.82%	--	20.39%
Q2 - 2024	21.41%	7.48%	--	18.8%

Worst Quarters

Period	This Fund	Nifty 50	Nifty Midcap 150 TRI	Category Average
Q1 - 2020	-25.44%	-29.43%	--	-24.8%
Q1 - 2020	-25.37%	-29.43%	--	-24.8%
Q2 - 2018	-11.56%	4.36%	--	-8.25%

Forum

hunch
MF Investment Help
Follow

16 days ago

JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss View more

Posted by : hunch
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss
  
  Repost Cancel
You will now receive notification when someone reply to this message.
shravanashok
MF Investment Help
Follow

32 days ago

need your suggestion for sbi psu fund direct growth stay or switch View more

Posted by : shravanashok
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  need your suggestion for sbi psu fund direct growth stay or switch
  
  Repost Cancel
You will now receive notification when someone reply to this message.
The Fixed Income
Bonds
Follow

48 mins ago

Power Your Savings with a Reliable PSU Bond NHPC Limited – 2029 Bonds are now listed on The Fixed Income ✔️ Coupon: 7.50% p.a. ✔️ Rating: India Ratings AAA Stable, ICRA AAA Stable ✔️ Tenor: 4 years (Maturity: Oct 06, 2029) ✔️ Secured | PSU Bond | High Return | Listed Invest in a high-grade PSU bond backed by government trust, offering steady and secure returns—ideal for investors seeking a safe, long-term investment solution. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dXhDb1pnPT0=/750-nhpc-limited-2029?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list View more

Posted by : The Fixed Income
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  Power Your Savings with a Reliable PSU Bond NHPC Limited – 2029 Bonds are now listed on The Fixed Income ✔️ Coupon: 7.50% p.a. ✔️ Rating: India Ratings AAA Stable, ICRA AAA Stable ✔️ Tenor: 4 years (Maturity: Oct 06, 2029) ✔️ Secured | PSU Bond | High Return | Listed Invest in a high-grade PSU bond backed by government trust, offering steady and secure returns—ideal for investors seeking a safe, long-term investment solution. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dXhDb1pnPT0=/750-nhpc-limited-2029?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list
  
  Repost Cancel
You will now receive notification when someone reply to this message.
sunny85deol
MF Investment Help
Follow

82 days ago

Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV. View more

Posted by : sunny85deol
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV.
  
  Repost Cancel
You will now receive notification when someone reply to this message.
Progrowth Finwealth
MF Investment Help
Follow

82 days ago

Hi Sunny, what is he period of holding and also any particular reson for withdrawl out of these two funds that have grown over a period of time View more | 1

Posted by : Progrowth Finwealth
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  Hi Sunny, what is he period of holding and also any particular reson for withdrawl out of these two funds that have grown over a period of time
  
  Repost Cancel
You will now receive notification when someone reply to this message.
h_purandare
MF Investment Help
Follow

88 days ago

Why are the NAVs of Indian Debt Mutual Funds going down after the rate cut View more

Posted by : h_purandare
- Like
- Reply
  
  reply Cancel
- Share
  
  276
- Repost
  
  Repost this message
  
  Why are the NAVs of Indian Debt Mutual Funds going down after the rate cut
  
  Repost Cancel
You will now receive notification when someone reply to this message.

+ See More

Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of Moneycontrol and soliciting funds on the false promise of assured returns on their investments. We wish to reiterate that Moneycontrol does not solicit funds from investors and neither does it promise any assured returns. In case you are approached by anyone making such claims, please write to us at grievanceofficer@nw18.com or call on 02268882347