FundLens
72
Mid CapBuy

Edelweiss Midcap

Edelweiss · Direct–Growth · rank #5 of 34 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
6.5%
+1.4% vs index
3 Years
20.9%
+5.8% vs index
5 Years
18.5%
+2.7% vs index
Since launch
21.1%

Year-by-year performance

last entry = YTD
2022
+4.0%
2023
+32.0%
2024
+18.3%
2025
+7.9%
2026
-2.3%

Why this score

Edelweiss Midcap scores 72/100 — #5 of 34 Mid Cap fund (Buy). It stands out for 3y return and 5y return — beating 85% of peers on 3y return. The main drag is its sortino ratio (better than only 23% of peers).

Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.

3Y return20.93% · 85th percentile in category
5Y return18.52% · 79th percentile in category
Sharpe ratio0.96 · 82nd percentile in category
Expense ratio0.72% · 93rd percentile in category
Alpha4.50 · 82nd percentile in category
Sortino ratio0.45 · 23rd percentile in category

Top holdings

top 5 = 12.7% of portfolio
1.The Federal Bank Ltd3.73%
2.Multi Commodity Exchange Of India Ltd2.69%
3.Coforge Ltd2.18%
4.Solar Industries India Ltd2.06%
5.Persistent Systems Ltd2.04%

98 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

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