Compare Mutual Funds
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| Field | Edelweiss Mid Cap Fund Option Edelweiss Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 6.2/10 · Average |
| Fund house | Edelweiss Mutual Fund |
| Category | Equity Scheme - Mid Cap Fund · mid_cap |
| Type | Open Ended Schemes |
| Plan | Direct |
| AUM | ₹13.6K Cr |
| Performance returns | |
| 1Y return | +10.95% |
| 3Y return (CAGR) | +27.43% |
| 5Y return (CAGR) | +23.20% |
| 10Y return (CAGR) | +19.12% |
| Category avg 1Y | +8.03% |
| SIP returns | |
| SIP 1Y | +7.12% |
| Risk metrics | |
| Volatility (Std Dev 1Y) | 15.25% |
| Sharpe ratio (1Y) | 0.29 |
| Sharpe ratio (3Y) | 1.37 |
| Sortino ratio (1Y) | 0.28 |
| Max drawdown (1Y) | -12.81% |
| Category rank (1Y) | #3 of 10 |
| Quartile (1Y) | Q2 |
| Portfolio | |
| NAV | ₹116.16 |
| Min SIP | ₹500 |
| Min lump sum | ₹5,000 |
| Tax & redemption | |
| Tax treatment | STCG 20% · LTCG 12.5% above ₹1.25L |
| Lock-in period | None |