Edelweiss Mid Cap Direct Plan-Growth
Equity: Mid Cap - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Mid CapBenchmark: NIFTY Midcap 150 Total Return IndexCheck Portfolio Overlap →
NAV: ₹116.16-2.00%
23 Oct 2026
Rolling Returns Analysis
Rolling annualized returns of Edelweiss Mid Cap Direct Plan-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 07 Jan, 2014 - 23 Oct, 2026 | 22 Jan, 2016 - 23 Oct, 2026 | 01 Feb, 2018 - 23 Oct, 2026 | 13 Feb, 2020 - 23 Oct, 2026 |
| Average returns | 26.68% | 22.41% | 21.15% | 20.32% |
| Standard deviation | 29.70% | 10.00% | 7.93% | 2.95% |
| Best returns | 115.79% 1 year ending on 03 Mar, 2015 | 43.41% 3 years ending on 22 Sep, 2016 | 39.34% 5 years ending on 16 Apr, 2025 | 26.07% 7 years ending on 03 Sep, 2026 |
| Worst returns | -28.10% 1 year ending on 23 Mar, 2020 | -4.08% 3 years ending on 23 Mar, 2020 | 0.62% 5 years ending on 30 Mar, 2020 | 12.29% 7 years ending on 23 Mar, 2020 |
| Period with positive return | 86.32% | 98.15% | 100.00% | 100.00% |
| Period with return > 5% | 77.47% | 94.31% | 97.96% | 100.00% |
| Period with return > 10% | 65.34% | 86.43% | 91.68% | 100.00% |
| Period with return > 15% | 55.06% | 72.74% | 75.65% | 96.85% |
| Beat % Category | 72.55% | 92.08% | 98.93% | 99.94% |
| Beat % Benchmark | 65.98% | 78.92% | 90.71% | 95.46% |
Trailing Returns
Point-to-point returns of Edelweiss Mid Cap Direct Plan-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-10%
0%
10%
-5.4%
-4.9%
-7.1%
YTD
-9.6%
-10.2%
-10.2%
1 M
-4.9%
-4.8%
-6.5%
6 M
-3.7%
-4.5%
-5.5%
1 Y
18.2%
13.6%
12.9%
3 Y
15.4%
12.9%
13.0%
5 Y
17.4%
15.0%
15.4%
10 Y
Fund
Equity: Mid Cap
NIFTY Midcap 150 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | -5.38% | -9.63% | -4.93% | -3.68% | 18.17% | 15.42% | 17.43% | 20.11% |
| Equity: Mid Cap | -4.88% | -10.20% | -4.77% | -4.55% | 13.55% | 12.87% | 14.98% | - |
| NIFTY Midcap 150 Total Return Index | -7.06% | -10.16% | -6.48% | -5.55% | 12.92% | 12.96% | 15.41% | - |
| Rank in category | 24 | 11 | 22 | 14 | 4 | 5 | 2 | - |
| Funds in category | 50 | 54 | 53 | 47 | 37 | 28 | 19 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Edelweiss Mid Cap Direct Plan-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Edelweiss Mid Cap Direct Plan-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
Compare performance with respect toAdd benchmark
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Frequently Asked Questions
What are the 1-year returns of Edelweiss Mid Cap Direct Plan-Growth?
Edelweiss Mid Cap Direct Plan-Growth has delivered a 1-year return of -3.68% as of 22 Oct 2026. During the same period, its benchmark NIFTY Midcap 150 Total Return Index returned -5.55%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of Edelweiss Mid Cap Direct Plan-Growth?
Edelweiss Mid Cap Direct Plan-Growth has delivered a 3-year CAGR of 18.17% as of 22 Oct 2026. Its benchmark NIFTY Midcap 150 Total Return Index returned 12.92% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of Edelweiss Mid Cap Direct Plan-Growth?
Edelweiss Mid Cap Direct Plan-Growth has delivered a 5-year CAGR of 15.42% as of 22 Oct 2026. Its benchmark NIFTY Midcap 150 Total Return Index returned 12.96% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of Edelweiss Mid Cap Direct Plan-Growth since inception?
Since its launch on 31 Dec 2012, Edelweiss Mid Cap Direct Plan-Growth has delivered a CAGR of 20.11%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Edelweiss Mid Cap Direct Plan-Growth performed vs its category over the long term?
Over the long term, Edelweiss Mid Cap Direct Plan-Growth has ranked 4 out of 37 funds in the Equity: Mid Cap category on a 3-year basis, and 5 out of 28 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of Edelweiss Mid Cap Direct Plan-Growth?
The Sharpe ratio of Edelweiss Mid Cap Direct Plan-Growth is 0.75 (as of 22 Oct 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of Edelweiss Mid Cap Direct Plan-Growth?
The 3Y alpha of Edelweiss Mid Cap Direct Plan-Growth is 5.23% (as of 22 Oct 2026). Alpha measures the excess return generated by the fund over and above its benchmark NIFTY Midcap 150 Total Return Index, after adjusting for risk. A positive alpha means the fund manager has added value beyond what the market delivered. A negative alpha means the fund has underperformed its benchmark on a risk-adjusted basis.
What is the beta of Edelweiss Mid Cap Direct Plan-Growth?
The beta of Edelweiss Mid Cap Direct Plan-Growth is 0.97 (as of 22 Oct 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark NIFTY Midcap 150 Total Return Index. A beta of 1 means the fund moves in line with the market. A beta above 1 means it is more volatile than the market; below 1 means it is less volatile. Edelweiss Mid Cap Direct Plan-Growth's beta of 0.97 indicates it is more defensive than its benchmark.
What are the rolling returns of Edelweiss Mid Cap Direct Plan-Growth?
The average 1-year and 3-year rolling returns of Edelweiss Mid Cap Direct Plan-Growth is 26.68% and 22.41% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.