Latest news with #EdelweissMidCapFund
Time of India
29-05-2025
- Business
- Time of India
Fund Consistency: 29 equity mutual funds offer more than 25% CAGR over 3 and 5 years
Live Events Around 29 equity mutual funds have delivered over 25% CAGR in both the last three and five years, according to an analysis by ETMutualFunds. A total of 199 funds in the market have completed five years of funds from Bandhan Mutual Fund — Bandhan Core Equity Fund and Bandhan Small Cap Fund — delivered over 25% CAGR during both periods. Edelweiss Mid Cap Fund , the only offering from its fund house, posted a CAGR of 28.57% and 34.13% over the last three and five years, and small-cap funds from Franklin Templeton Mutual Fund — Franklin India Prima Fund and Franklin India Smaller Companies Fund — delivered over 25% CAGR in both the three- and five-year funds from HDFC Mutual Fund — HDFC Flexi Cap Fund, HDFC Focused 30 Fund, HDFC Mid-Cap Opportunities Fund , and HDFC Small Cap Fund — also featured in the list of funds that delivered over 25% CAGR during both time funds from Invesco Mutual Fund delivered over 25% CAGR in both the last three and five years. Mahindra Manulife Mid Cap Fund returned 26.68% and 31.07% CAGR over the same schemes from Motilal Oswal Mutual Fund — Motilal Oswal ELSS Tax Saver Fund, Motilal Oswal Large & Midcap Fund, and Motilal Oswal Midcap Fund — also delivered over 25% CAGR during the mentioned time funds from Nippon India Mutual Fund qualified, including the Nippon India Small Cap Fund, which is the largest small-cap fund by assets under management. Quant Small Cap Fund , the only fund from Quant Mutual Fund, delivered 27.95% and 48.17% CAGR over the last three and five years, Long Term Equity Fund, the oldest ELSS fund, posted 27.84% and 29.89% CAGR over the respective time Mid Cap Fund, the sole offering from its fund house, returned 27.83% and 30.93% CAGR in the last three and five years, the 29 qualifying funds, Motilal Oswal Midcap Fund posted the highest return of 32.65% over the last three years, while Bank of India Small Cap Fund recorded the lowest at around 25.31% during the same the last five years, the Quant Small Cap Fund delivered the highest return of 48.17%, while the Invesco India Large & Mid Cap Fund posted the lowest return of 26.56% during the same analysis considered all equity mutual funds, specifically the regular and growth options. CAGR was calculated for both the last three- and five-year This exercise is not an investment recommendation. It was conducted to identify equity mutual funds that delivered over 25% CAGR in both the last three and five years. Investors should not base investment or redemption decisions solely on past should always consider their risk appetite, investment horizon, and financial goals before making any investment decisions.
Time of India
02-05-2025
- Business
- Time of India
Edelweiss Mid Cap Fund only outperformer among 30 peers in April
Outperformer Live Events Underperformers Only the Edelweiss Mid Cap Fund managed to outperform its benchmark in April. There were around 30 funds in the mid-cap category during the period, and approximately 29 of them underperformed their respective benchmarks — indicating a 97% underperformance rate for the mid-cap Mid Cap Fund delivered a return of 5.08% in April, outperforming its benchmark, the Nifty Midcap 150 TRI , which returned 4.99% during the same fund is an open-ended equity scheme that primarily invests in mid-cap stocks. Its investment approach follows a bottom-up stock-picking strategy — focusing on company-specific fundamentals rather than macroeconomic fund maintains no particular bias toward any sector, with a core focus on mid-cap stocks listed on Indian exchanges. Its strategy is to identify companies early that have the potential to scale up and become materially larger over the medium to long minimum application amount is Rs 100, and in multiples of Re 1 thereafter. The scheme is managed by Dhruv Bhatia, Trideep Bhattacharya, and Raj 29 mid-cap funds underperformed their respective benchmarks during the same period. Of these, 23 are benchmarked against the Nifty Midcap 150 TRI, while the remaining six are benchmarked against the BSE 150 MidCap instance, Aditya Birla SL Midcap Fund returned 3.58% in April, lagging the 4.99% return posted by the Nifty Midcap 150 TRI. Axis Midcap Fund and Bandhan Midcap Fund — both benchmarked against the BSE 150 MidCap TRI — also failed to outperform during the Robeco Mid Cap Fund delivered a return of 4.21% in April but failed to beat its benchmark, the BSE 150 MidCap TRI, which returned 6.35% during the same period. Franklin India Prima Fund, the oldest mid-cap fund, returned 3.92%, underperforming its benchmark, the Nifty Midcap 150 TRI. HDFC Mid-Cap Opportunities Fund , the largest mid-cap fund by assets under management, delivered a 3.75% return in April, also failing to outperform the Nifty Midcap 150 second-largest mid-cap fund, Kotak Emerging Equity Fund , posted a return of 3.72%, underperforming its benchmark return of 4.99% during the Asset Midcap Fund and Motilal Oswal Midcap Fund returned 4.65% and 3.58% respectively in April but lagged behind the Nifty Midcap 150 TRI, their benchmark for the Mid Cap Fund returned 4.21% in April, trailing its benchmark, the Nifty Midcap 150 TRI, which returned 4.99%. SBI Magnum Midcap Fund, also benchmarked to the Nifty Midcap 150 TRI, similarly failed to April, mid-cap funds delivered an average return of 3.81%. Their benchmarks—the Nifty Midcap 150 TRI and the BSE 150 MidCap TRI—posted returns of 4.99% and 6.35% mid-cap funds available during the period were considered for this analysis, focusing on regular plans with the growth option. Returns were calculated from April 1 to April exercise is not a recommendation. It aims solely to evaluate the performance of mid-cap funds against their respective benchmarks in April. Investors should not base investment or redemption decisions on this analysis alone. Always consider individual risk appetite, investment horizon, and financial goals before making any investment decisions.
Economic Times
02-05-2025
- Business
- Economic Times
Edelweiss Mid Cap Fund only outperformer among 30 peers in April
Getty Images On average, mid-cap funds returned 3.81%, underperforming the Nifty Midcap 150 TRI (4.99%) and BSE 150 MidCap TRI (6.35%). Only the Edelweiss Mid Cap Fund managed to outperform its benchmark in April. There were around 30 funds in the mid-cap category during the period, and approximately 29 of them underperformed their respective benchmarks — indicating a 97% underperformance rate for the mid-cap category. Edelweiss Mid Cap Fund delivered a return of 5.08% in April, outperforming its benchmark, the Nifty Midcap 150 TRI, which returned 4.99% during the same fund is an open-ended equity scheme that primarily invests in mid-cap stocks. Its investment approach follows a bottom-up stock-picking strategy — focusing on company-specific fundamentals rather than macroeconomic fund maintains no particular bias toward any sector, with a core focus on mid-cap stocks listed on Indian exchanges. Its strategy is to identify companies early that have the potential to scale up and become materially larger over the medium to long term. The minimum application amount is Rs 100, and in multiples of Re 1 thereafter. The scheme is managed by Dhruv Bhatia, Trideep Bhattacharya, and Raj Koradia. Around 29 mid-cap funds underperformed their respective benchmarks during the same period. Of these, 23 are benchmarked against the Nifty Midcap 150 TRI, while the remaining six are benchmarked against the BSE 150 MidCap instance, Aditya Birla SL Midcap Fund returned 3.58% in April, lagging the 4.99% return posted by the Nifty Midcap 150 TRI. Axis Midcap Fund and Bandhan Midcap Fund — both benchmarked against the BSE 150 MidCap TRI — also failed to outperform during the Robeco Mid Cap Fund delivered a return of 4.21% in April but failed to beat its benchmark, the BSE 150 MidCap TRI, which returned 6.35% during the same period. Franklin India Prima Fund, the oldest mid-cap fund, returned 3.92%, underperforming its benchmark, the Nifty Midcap 150 TRI. HDFC Mid-Cap Opportunities Fund, the largest mid-cap fund by assets under management, delivered a 3.75% return in April, also failing to outperform the Nifty Midcap 150 TRI. The second-largest mid-cap fund, Kotak Emerging Equity Fund, posted a return of 3.72%, underperforming its benchmark return of 4.99% during the month. Mirae Asset Midcap Fund and Motilal Oswal Midcap Fund returned 4.65% and 3.58% respectively in April but lagged behind the Nifty Midcap 150 TRI, their benchmark for the Mid Cap Fund returned 4.21% in April, trailing its benchmark, the Nifty Midcap 150 TRI, which returned 4.99%. SBI Magnum Midcap Fund, also benchmarked to the Nifty Midcap 150 TRI, similarly failed to April, mid-cap funds delivered an average return of 3.81%. Their benchmarks—the Nifty Midcap 150 TRI and the BSE 150 MidCap TRI—posted returns of 4.99% and 6.35% mid-cap funds available during the period were considered for this analysis, focusing on regular plans with the growth option. Returns were calculated from April 1 to April 30. Disclaimer: This exercise is not a recommendation. It aims solely to evaluate the performance of mid-cap funds against their respective benchmarks in April. Investors should not base investment or redemption decisions on this analysis alone. Always consider individual risk appetite, investment horizon, and financial goals before making any investment decisions.
