Should I invest in Edelweiss Mid Cap Fund?

We don't give personal investment advice. Edelweiss Mid Cap Fund - Regular Plan - IDCW Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 25.1%. 5-year CAGR: 17.63%.

Edelweiss

Edelweiss Mid Cap Fund - Regular Plan - IDCW Option

Latest NAV

₹60.0080

As of

3 Jun 2026

2,346 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.28%	+0.14%	+0.15	7 / 18	Q2
1W	-2.01%	-1.89%	-0.13	11 / 18	Q3
2W	-0.44%	-0.02%	-0.42	13 / 18	Q3
1M	+0.83%	+0.86%	-0.02	8 / 18	Q2
3M	+2.58%	+2.83%	-0.25	10 / 18	Q3
6M	+0.08%	-3.32%	+3.40	7 / 17	Q2
YTD	-0.32%	-2.40%	+2.08	9 / 17	Q3
1Y	+6.32%	+1.37%	+4.95	6 / 16	Q2
2Y	+9.91%	+2.03%	+7.88	2 / 15	Q1
3Y	+22.94%	+14.91%	+8.04	2 / 15	Q1
4Y	+22.29%	+12.50%	+9.80	1 / 9	Q1
5Y	+17.63%	+10.82%	+6.81	1 / 8	Q1
7Y	+16.11%	+12.54%	+3.56	1 / 6	Q1
10Y	—	—	—	—	—
Inception	+13.09%	+13.31%	-0.23	11 / 18	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-0.32%	-2.40%	+2.08	9 / 17
2025	+3.51%	-3.20%	+6.70	3 / 15
2024	+38.58%	+26.81%	+11.78	2 / 15
2023	+37.90%	+30.78%	+7.11	5 / 14
2022	-4.41%	-4.18%	-0.23	5 / 8
2021	+36.27%	+41.99%	-5.72	5 / 7
2020	+9.19%	+19.92%	-10.73	5 / 6
2019	+1.26%	+0.75%	+0.51	2 / 5
2018	-19.99%	-16.41%	-3.58	2 / 4
2017	+39.18%	+29.70%	+9.49	1 / 4
2016	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+14.92%

104 windows

min -36.1% · max 85.8%

71% positive

3-Year rolling

+14.08%

80 windows

min -15.1% · max 29.9%

85% positive

5-Year rolling

+14.89%

56 windows

min 2.2% · max 29.8%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+13.47%

31 windows

min 10.2% · max 17.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.89%

3-year · annualised

Sharpe ratio

0.93

vs risk-free 6.5%

Sortino ratio

1.50

Downside-only deviation

Max drawdown

-20.28%

Dec 2024 → Feb 2025

% positive months

77.8%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Mid Cap Fund

Scheme	Fund house	NAV	As of
BANDHAN MIDCAP FUND - IDCW - REGULAR PLAN	Bandhan	₹16.6680	3 Jun 2026
Motilal Oswal Midcap Fund-Regular - IDCW Payout/Reinvestment	Motilal Oswal	₹40.7876	3 Jun 2026
Mirae Asset Midcap Fund Regular IDCW	Mirae Asset	₹24.5060	3 Jun 2026
HSBC Midcap Fund - Regular IDCW	HSBC	₹83.1674	3 Jun 2026
BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option	Baroda BNP Paribas	₹55.8003	3 Jun 2026
Canara Robeco Mid Cap Fund- Regular Plan- IDCW	Canara Robeco	₹15.8700	3 Jun 2026
PGIM India Midcap Fund - Regular Plan - Dividend Option - Payout	PGIM India	₹22.3300	3 Jun 2026
Axis Midcap Fund - Regular Plan - IDCW	Axis	₹39.1800	3 Jun 2026
Bank of India Mid Cap Fund - Regular Plan IDCW	Bank of India	₹10.0000	3 Jun 2026
Helios Mid Cap Fund - Regular Plan - IDCW Option	Helios	₹12.7000	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹60.0080
2 Jun 2026	₹60.2150
1 Jun 2026	₹60.0450
29 May 2026	₹60.7990
27 May 2026	₹61.5650
26 May 2026	₹61.4530
25 May 2026	₹61.3570
22 May 2026	₹60.8220
21 May 2026	₹60.7940
20 May 2026	₹60.7770

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Edelweiss Mid Cap Fund - Regular Plan - IDCW Option is ₹60.0080. It's a Mid Cap Fund from Edelweiss, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Edelweiss Mid Cap Fund - Regular Plan - IDCW Option has NAV history starting from 28 Nov 2016, a track record of about 9 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Edelweiss Mid Cap Fund - Regular Plan - IDCW Option is managed by Edelweiss. It's classified by AMFI under the 'Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Edelweiss Mid Cap Fund - Regular Plan - IDCW Option has delivered a absolute return of 6.32% — +4.95 pp ahead of the Mid Cap Fund category average of 1.37%. The fund ranks #6 of 16 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Edelweiss Mid Cap Fund - Regular Plan - IDCW Option has delivered a CAGR of 22.94% — +8.04 pp ahead of the Mid Cap Fund category average of 14.91%. The fund ranks #2 of 15 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Edelweiss Mid Cap Fund - Regular Plan - IDCW Option has delivered a CAGR of 17.63% — +6.81 pp ahead of the Mid Cap Fund category average of 10.82%. The fund ranks #1 of 8 in its category — the top (Q1) quartile.

₹1 lakh invested in Edelweiss Mid Cap Fund - Regular Plan - IDCW Option exactly 5 years ago would be worth approximately ₹225,179 today — a multiplier of 2.25×, based on the 5-year CAGR of 17.63%. The category average over the same window would have grown ₹1 lakh to ₹167,115.

A ₹10,000 monthly SIP in Edelweiss Mid Cap Fund - Regular Plan - IDCW Option over the last 5 years — total invested ₹600,000 — would be worth ₹931,793 today. That's an XIRR (money-weighted annualised return) of 17.63%.

Edelweiss Mid Cap Fund - Regular Plan - IDCW Option doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,663,258 — XIRR 19.16%.

On a 5-year basis, Edelweiss Mid Cap Fund - Regular Plan - IDCW Option ranks #1 out of 8 funds in the Mid Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 10.82%; this fund delivered 17.63%.

The worst peak-to-trough decline Edelweiss Mid Cap Fund - Regular Plan - IDCW Option has experienced over the last 5-year window is 25.12% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Edelweiss Mid Cap Fund - Regular Plan - IDCW Option averaged 14.89% (best 29.82%, worst 2.17%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.70 — reasonable risk-adjusted performance.

In calendar year 2025, Edelweiss Mid Cap Fund - Regular Plan - IDCW Option returned 3.51% — beating the Mid Cap Fund category average of -3.20% by 6.70 pp. It ranked #3 of 15 in its category that year.

Edelweiss Mid Cap Fund - Regular Plan - IDCW Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Edelweiss Mid Cap Fund - Regular Plan - IDCW Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 25.1%. 5-year CAGR: 17.63%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.