Overview (as on 17 Sep 2020)

NAV

₹19.584

1y returns

15.626%

Fund AUM

₹917 Cr

Expense Ratio

2.25%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Basic Materials
20.08%
Industrials
18.75%
Financial Services
17.12%
Consumer
13.18%
Health
10.75%
Tech
10.56%
Utilities
6.09%
Defensive
3.47%
Size Breakup
Mid Cap
82.32%
Small Cap
11.50%
Large Cap
6.18%

Key Metrics

Beta 

0.9

Std deviation 

22.01%

Sharpe Ratio 

0.12

Top 10 Holdings

Fund Details

Investment Objectives
The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realised.
Scheme Name
Edelweiss Mid Cap Dividend Payout
Scheme Document
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
26 December, 2007
Fund Manager
Harshad Patwardhan
Fund House Details
Fund House
Edelweiss Asset Management Limited
Email
NA
Phone
NA
Address
Edelweiss House, Off C.S.T. Road, Kalina

Other Related Plans

Peer Funds

Edelweiss Mid Cap Dividend Payout

NAV

₹19.584

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Harshad Patwardhan
Harshad Patwardhan

Manager

Qualifications
B.Tech. (IIT), MBA (IIM) and a CFA qualification
Work Experience
Mr. Harshad is currently Chief Investment Officer - Equity for Edelwiess Asset Management. He has over 23 years of experience in the investment management function. Prior to joining Edelweiss, he was associated with JPMorgan Asset Management India Private Limited as CIO-Equities. He also worked for two years with Deutsche Equities India Private Limited as a senior research analyst. Mr. Harshad has a B.Tech (IIT), MBA (IIM) and a is a CFA Charterholder.

Finzoom Investment Advisors Private Limited (Brand Name - INDmoney, INDwealth, IND.app, IND.money, INDsave.com) makes no warranties or representations, express or implied, on products and services offered through the platform. It accepts no liability for any damages or losses, however, caused in connection with the use of, or on the reliance of its advisory or related services.

Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

INDmoney, INDwealth, IND.app are brand and product of Finzoom Investment Advisors (P) Limited.

© Finzoom Investment Advisors Private Limited

[SEBI RIA Registration No : INA100012190] [ARN - 151913] [Platform Partner : BSE (Member code-24801)] [CIN - U67190HR2018PTC073294] [GST No : 06AADCF3538Q1Z8]