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MF_140228

Edelweiss Mid Cap Fund - Direct Plan - Growth Option

Equity Scheme - Mid Cap Fund

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End Amount
₹56,484.33
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
19.06%
MF_140228 Return
Benchmark CAGR
12.42%
Nifty 50
Inflation Adj. CAGR
13.61%
Real Annualized Return
Alpha
0.07
Excess Return vs Benchmark
Beta
1.01
Volatility vs Benchmark
Sharpe Ratio
0.72
Risk-Adjusted Return
Sortino Ratio
1.06
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 59% 47% 29%
60 days 62% 31% 18%
90 days 64% 25% 15%
180 days 68% 19% 10%
1Yr 76% 14% 9%
3Yr 80% 11% 3%
5Yr 99% 9% 0%
7Yr 100% 8% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Edelweiss Mid Cap Fund - Direct Plan - Growth Option Nifty 50
30 days -33.1% | -70.9% | 26.8% | 255.2% 26.6% | -62.0% | 15.8% | 181.5%
60 days -46.6% | -60.7% | 24.6% | 164.4% -23.0% | -48.9% | 17.7% | 124.8%
90 days -30.2% | -52.5% | 21.4% | 133.1% -25.0% | -42.3% | 16.9% | 111.6%
1 Year -2.0% | -15.5% | 14.1% | 88.0% -10.0% | -15.3% | 11.4% | 59.1%
3 Years 18.9% | -1.2% | 26.0% | 36.4% 7.7% | 1.3% | 14.6% | 25.8%
5 Years 16.0% | 13.1% | 22.5% | 35.8% 6.4% | 7.2% | 14.7% | 22.6%
7 Years 22.5% | 18.4% | 22.2% | 25.8% 11.2% | 11.4% | 14.2% | 16.2%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 18 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Nov. 30, 2016 Jan. 11, 2017 42 days 7% Nifty 50: 4% 10220 9520 10285
May 16, 2017 July 8, 2017 53 days 7% Nifty 50: 2% 12494 11657 12512
Aug. 2, 2017 Aug. 31, 2017 29 days 5% Nifty 50: 4% 12676 12036 12733
Sept. 19, 2017 Oct. 12, 2017 23 days 6% Nifty 50: 4% 13238 12482 13255
Jan. 15, 2018 Nov. 13, 2020 1033 days 39% Nifty 50: 27% 15658 9519 15807
Jan. 12, 2021 Feb. 3, 2021 22 days 5% Nifty 50: 6% 19014 17988 19346
March 4, 2021 May 8, 2021 65 days 6% Nifty 50: 5% 21147 19791 21273
Aug. 3, 2021 Sept. 2, 2021 30 days 5% Nifty 50: 0% 25312 23987 25467
Oct. 18, 2021 Aug. 30, 2022 316 days 19% Nifty 50: 16% 28133 22791 28148
Sept. 15, 2022 May 20, 2023 247 days 9% Nifty 50: 6% 29349 26575 29509
Sept. 11, 2023 Nov. 8, 2023 58 days 6% Nifty 50: 6% 35039 32985 35070
Feb. 19, 2024 April 1, 2024 42 days 6% Nifty 50: 1% 42233 39794 42288
July 31, 2024 Aug. 20, 2024 20 days 6% Nifty 50: 4% 52716 49702 53147
Sept. 24, 2024 Dec. 10, 2024 77 days 8% Nifty 50: 10% 56622 51896 56908
Dec. 16, 2024 June 28, 2025 194 days 20% Nifty 50: 10% 57198 45723 57457
June 30, 2025 Oct. 25, 2025 117 days 5% Nifty 50: 4% 57457 54411 57600
Jan. 7, 2026 May 6, 2026 119 days 13% Nifty 50: 14% 58847 51311 59170
Aug. 31, 2026 Oct. 30, 2026 60 days 12% Nifty 50: 8% 62621 55157 56484