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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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