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NS Wealth Research
Edelweiss Mid Cap Fund
Details as per 28-Feb-2026
NSW RANK – 2
For March 2026
Category : Mid Cap Equity Scheme
Who should Invest?
Edelweiss uses an investment strategy called the “Fair Investment Framework” to manage the Edelweiss Midcap Fund. The four pillars of the framework are clean accounting, acceptable valuation, scalable opportunities, and robust earning potential. The fund is most suitable for investors seeking to achieve financial goals with a 5- to 7-year time horizon. As a mid-cap fund, this scheme should be expected to experience more volatility in returns than large-cap schemes. It is a scheme with an 18+ year performance record and consistent risk-adjusted returns.
Available Options:
Growth , IDCW (Income Distribution cum Capital Withdrawal) , IDCW Reinvestment:
Latest Returns:
| 1 Year | 3 Year | 5 Year |
|---|---|---|
| 4.20% | 27.7% | 26.8% |
Portfolio Details
| Top Sector Holdings | Details |
|---|---|
| Financials | 29.06% |
| Industrials | 15.17% |
| Consumer Discretionary | 12.82% |
| Materials | 11.09% |
| Healthcare | 8.33% |
| Technology | 6.87% |
| Consumer Staples | 6.04% |
| Energy & Utilities | 4.60% |
| Real Estate | 2.24% |
| Portfolio Concentration | Details |
|---|---|
| No. of Stocks | 87 |
| Top 10 Stocks | 21.06% |
| Top 5 Stocks | 11.52% |
| Top 3 Sectors | 57.58% |
| Portfolio P/B Ratio | 4.42 |
| Portfolio P/E Ratio | 30.7 |
| Top Stock Holdings | Details |
|---|---|
| Marico | 2.43% |
| MCX | 2.34% |
| The Federal Bank | 2.33% |
| Fortis Healthcare | 2.27% |
| Indian Bank | 2.15% |
| APL Apollo Tubes | 2.00% |
| IDFC First Bank | 1.97% |
| Oil India | 1.91% |
| AU Small Fin Bank | 1.90% |
FAQ or Frequently Asked Questions
Disclaimer
The Information in the ranking model and scheme information details is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.
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