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Funds/Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund

Edelweiss Mutual Fund·Mid Cap Fund·vs Nifty Midcap 150 TRI

The fund maintains a defensive tilt toward financials and capital markets infrastructure, reflecting conviction in steady-income businesses rather than cyclical growth. The manager has trimmed exposure to commodity-linked plays like Oil India while adding green energy through JSW Energy, signaling a gradual pivot toward structural themes. With 93 holdings and modest top-10 concentration, the portfolio balances diversification with selective conviction in quality mid-caps positioned for stable earnings.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Direct Growth₹123.4550
Regular Growth₹104.6590+2.90%+7.71%+24.35%+21.10%
Direct IDCW₹90.0210
Regular IDCW₹60.3390
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
92
Top 5 Weight
15.05%
Top 10 Weight
24.60%
Max Position
4.15%
Conviction Bets
7
Gini
0.335
Large Cap
14.65%
Mid Cap
68.42%
Small Cap
8.77%
Top Sector
Banks
Sector Count
35
HHI (bps)
15,226
Balanced Approach
Active Share
47.36%
vs peer portfolio
Weight Overlap
48.99%
with avg peer
Cosine Similarity
0.763
portfolio angle
Peer Count
30
funds in category

Active Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.

Holdings: 8993+4 added0 removed32 weight shifts ≥ 0.1%
StockWeight
Billionbrains Garage Ventures Ltd.1.08%
JSW Energy Ltd.1.02%
ICICI Prudential Asset Mgmt Co Ltd.0.60%
EDELWEISS LIQUID FUND - DIRECT PL -GR0.75%
#Holding% to NAV
1
Clearing Corporation of India Ltd.
4.15%
2
Multi Commodity Exchange Of India Ltd.
INE745G01043
3.15%
3
The Federal Bank Ltd.
INE171A01029
2.88%
4
BSE Ltd.
INE118H01025
2.65%
5
AU Small Finance Bank Ltd.
INE949L01017
2.22%
6
Marico Ltd.
INE196A01026
2.15%
7
Fortis Healthcare Ltd.
INE061F01013
2.08%
8
Solar Industries India Ltd.
INE343H01029
1.86%
9
Indian Bank
INE562A01011
1.73%
10
Torrent Power Ltd.
INE813H01021
1.73%
11
Bharat Heavy Electricals Ltd.
INE257A01026
1.73%
12
IDFC First Bank Ltd.
INE092T01019
1.68%
13
NMDC Ltd.
INE584A01023
1.65%
14
APL Apollo Tubes Ltd.
INE702C01027
1.58%
15
JK Cement Ltd.
INE823G01014
1.54%
16
Persistent Systems Ltd.
INE262H01021
1.53%
17
Radico Khaitan Ltd.
INE944F01028
1.53%
18
L&T Finance Ltd.
INE498L01015
1.52%
19
Bharat Forge Ltd.
INE465A01025
1.51%
20
UNO Minda Ltd.
INE405E01023
1.49%
Banks12.1%
Capital Markets9.4%
Industrial Products6.3%
Finance6.2%
Auto Components6.2%
Electrical Equipment5.0%
Pharmaceuticals & Biotechnology4.1%
Chemicals & Petrochemicals4.0%
Healthcare Services3.4%
IT - Software3.0%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does Edelweiss Mid Cap Fund hold?

Edelweiss Mid Cap Fund holds 92 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 15.05% of NAV.

What is the largest holding in Edelweiss Mid Cap Fund?

The largest position in Edelweiss Mid Cap Fund is Clearing Corporation of India Ltd., accounting for 4.15% of NAV.

Is Edelweiss Mid Cap Fund a concentrated or diversified fund?

With a Gini coefficient of 0.335, Edelweiss Mid Cap Fund is well-diversified. The HHI concentration index is 15,226 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 15.05% of the portfolio.

What is the market cap allocation of Edelweiss Mid Cap Fund?

Based on SEBI's AMFI classification, Edelweiss Mid Cap Fund's equity portfolio is split as: Large Cap: 14.65%, Mid Cap: 68.42%, Small Cap: 8.77%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does Edelweiss Mid Cap Fund invest in most?

Edelweiss Mid Cap Fund has the highest allocation to Banks (12.07%), Capital Markets (9.36%), Industrial Products (6.25%). The fund is invested across 35 sectors in total.

How actively managed is Edelweiss Mid Cap Fund compared to other Mid Cap Fund funds?

Edelweiss Mid Cap Fund has an Active Share of 47.36%, classifying it as "Balanced Approach" among 30 Mid Cap Fund peers. This indicates a moderate level of differentiation from category peers.

What changed in Edelweiss Mid Cap Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, Edelweiss Mid Cap Fund added 4 new stocks (including Billionbrains Garage Ventures Ltd.). Total holding count increased from 89 to 93 stocks.