On this version of the fund efficiency report, we evaluation Edelweiss Giant & Mid Cap Fund. The fund was launched in June 2007 by JP Morgan and was referred to as JPMorgan India Fairness Fund. After Edelweiss acquired the fund home it grew to become Edelweiss Fairness Alternatives Fund after which Edelweiss Giant & Mid Cap Fund to adjust to SEBI rules. The scheme has belongings of solely Rs. 1,270 Crores as of June thirtieth 2022.
Disclaimer: Fund efficiency reviews current return and danger evaluation of a fund with consultant benchmarks and never funding suggestions. It have to be expressly understood that the information beneath replicate solely previous efficiency and is by no means a sign of future efficiency. Our funding suggestions could be discovered right here: Handpicked Listing of Mutual Funds (PlumbLine).
The Market Cap allocation historical past of Edelweiss Giant & Mid Cap Fund is proven beneath. The “others” represents bonds or money parts. The fund has a wholesome dose of midcaps and a pinch of small caps.
We learn the way persistently the Fund has carried out wrt Nifty 200 TRI and Nifty Largemidcap 250 TRI. We’ll use three metrics to research efficiency consistency versus benchmarks. Evaluation akin to this may be discovered for 350+ fairness funds in our month-to-month mutual fund screener.
1 Rolling return outperformance consistency: the fund returns are in contrast with class benchmark returns over each attainable 1Y, 2Y,3Y,4Y, and 5Y interval. Larger the outperformance consistency, the higher. Suppose 876 fund returns have been in contrast with 876 benchmark returns, and the fund has overwhelmed the benchmark 675 instances. The consistency rating might be 675/876 ~ 77%.
One 12 months
| Metric | N200TRI | Nifty Largemidcap 250 TRI |
| No of rolling return entries Index (1 Yr) | 1124 | 1136 |
| No of rolling return entries Fund (1 12 months) | 1124 | 1136 |
| No of instances fund outperformed index (1 12 months) | 857 | 761 |
| rolling return outperformance Consistency Rating (1 12 months) | 76% | 67% |
Two 12 months
| Metric | N200TRI | Nifty Largemidcap 250 TRI |
| No of rolling return entries Index (2 Years) | 876 | 888 |
| No of rolling return entries Fund (2 years) | 876 | 888 |
| No of instances the fund outperformed the index (2 years) | 766 | 699 |
| rolling return outperformance Consistency Rating (2 years) | 87% | 79% |
Three years
| Metric | N200TRI | Nifty Largemidcap 250 TRI |
| No of rolling return entries Index (3 Years) | 645 | 645 |
| No of rolling return entries Fund (3 years) | 645 | 645 |
| No of instances the fund has outperformed index (3 years) | 645 | 645 |
| rolling return outperformance Consistency Rating (3 years) | 100% | 100% |
4 years
| Metric | N200TRI | Nifty Largemidcap 250 TRI |
| No of rolling return entries Index (4 Years) | 401 | 401 |
| No of rolling return entries Fund (4 years) | 401 | 401 |
| No of instances fund outperformed index (4 years) | 401 | 401 |
| rolling return outperformance Consistency Rating (4 years) | 100% | 100% |
5 years
| Metric | N200TRI | Nifty Largemidcap 250 TRI |
| No of rolling return entries Index (5 Years) | 153 | 153 |
| No of rolling return entries Fund (5 years) | 153 | 153 |
| No of instances fund outperformed index (5 years) | 153 | 153 |
| rolling return outperformance Consistency Rating (5 years) | 100% | 100% |
That’s moderately constant outperformance.
2 Upside efficiency consistency over each attainable 1Y,2Y,3Y,4Y, 5Y: Larger the higher. A rating of 70% means, 7 out of 10 instances, the Fund carried out higher than the class benchmark when the benchmark was transferring up. It is a measure of reward. It’s computed from rolling upside seize knowledge (see hyperlink beneath).
| Metric | N200TRI | Nifty Largemidcap 250 TRI |
| upside efficiency consistency (1 years) | 54% | 39% |
| upside efficiency consistency (2 years) | 73% | 51% |
| upside efficiency consistency (3 years) | 100% | 55% |
| upside efficiency consistency (4 years) | 100% | 24% |
| upside efficiency consistency (5 years) | 100% | 11% |
The fund has affordable upside efficiency wrt the Nifty 200 however not wrt Nifty Largemidcap 250 TRI.
3 Draw back efficiency consistency over each attainable 3Y,4Y, 5Y. Larger, the higher. A rating of 60% means, 6 out of 10 instances, the Fund carried out higher than the class benchmark when the benchmark was transferring down. It is a measure of danger safety. It’s computed from rolling draw back seize knowledge. Learn extra: An introduction to Draw back and Upside Seize Ratios.
| Metric | N200TRI | Nifty Largemidcap 250 TRI |
| draw back safety consistency (1 years) | 75% | 70% |
| draw back safety consistency (2 years) | 98% | 93% |
| draw back safety consistency (3 years) | 100% | 100% |
| draw back safety consistency (4 years) | 100% | 100% |
| draw back safety consistency (5 years) | 100% | 100% |
The fund has affordable draw back safety wrt each indices.
The trailing return efficiency can be fairly affordable.
Versus Nifty Largemidcap 250 TRI
| Trailing Returns | Nifty Largemidcap 250 TRI | Edelweiss Giant & Mid Cap Fund – Direct Plan – Development Possibility |
| 1Y | 2.54% | 2.68% |
| 2Y | 29.20% | 29.90% |
| 3Y | 17.02% | 17.76% |
| 4Y | 12.13% | 13.29% |
| 5Y | 11.93% | 13.66% |
Versus Nifty 200 TRI
| Trailing Returns | N200TRI | Edelweiss Giant & Mid Cap Fund – Direct Plan – Development Possibility |
| 1Y | 2.59% | 2.68% |
| 2Y | 24.94% | 29.90% |
| 3Y | 13.93% | 17.76% |
| 4Y | 11.10% | 13.29% |
| 5Y | 11.35% | 13.66% |
In abstract, Edelweiss Giant & Mid Cap Fund has an inexpensive efficiency consistency document. The fund could also be appropriate for an energetic MF fan on the lookout for a “quiet” fund within the giant and mid cap area. Normal previous efficiency disclaimers as famous above apply. Kindly do your individual analysis earlier than investing.
Do share this text with your mates utilizing the buttons beneath.
Use our Robo-advisory Excel Instrument for a start-to-finish monetary plan! ⇐ Greater than 1000 buyers and advisors use this!
- Do you have got a remark in regards to the above article? Attain out to us on Twitter: @freefincal or @pattufreefincal
- Be part of our YouTube Group and discover greater than 1000 movies!
- Have a query? Subscribe to our e-newsletter with this way.
- Hit ‘reply’ to any e-mail from us! We don’t supply personalised funding recommendation. In case you have a generic query we will write an in depth article with out mentioning your title.
Discover the positioning! Search amongst our 2000+ articles for data and perception!
About The Creator
Dr M. Pattabiraman(PhD) is the founder, managing editor and first writer of freefincal. He’s an affiliate professor on the Indian Institute of Expertise, Madras. He has over 9 years of expertise publishing information evaluation, analysis and monetary product improvement. Join with him by way of Twitter or Linkedin or YouTube. Pattabiraman has co-authored three print books: (1) You could be wealthy too with goal-based investing (CNBC TV18) for DIY buyers. (2) Gamechanger for younger earners. (3) Chinchu Will get a Superpower! for youths. He has additionally written seven different free e-books on varied cash administration subjects. He’s a patron and co-founder of “Price-only India,” an organisation for selling unbiased, commission-free funding recommendation.
Our flagship course! Study to handle your portfolio like a professional to attain your targets no matter market circumstances! ⇐ Greater than 2800 buyers and advisors are a part of our unique group! Get readability on learn how to plan on your targets and obtain the required corpus it doesn’t matter what the market situation is!! Watch the primary lecture free of charge! One-time cost! No recurring charges! Life-long entry to movies! Scale back worry, uncertainty and doubt whereas investing! Discover ways to plan on your targets earlier than and after retirement with confidence.
Our new course! Improve your revenue by getting individuals to pay on your expertise! ⇐ Greater than 675 salaried workers, entrepreneurs and monetary advisors are a part of our unique group! Discover ways to get individuals to pay on your expertise! Whether or not you’re a skilled or small enterprise proprietor who desires extra shoppers by way of on-line visibility or a salaried particular person wanting a aspect revenue or passive revenue, we’ll present you learn how to obtain this by showcasing your expertise and constructing a group that trusts you and pays you! (watch 1st lecture free of charge). One-time cost! No recurring charges! Life-long entry to movies!
Our new ebook for youths: “Chinchu will get a superpower!” is now out there!
Most investor issues could be traced to an absence of knowledgeable decision-making. We have all made dangerous selections and cash errors after we began incomes and spent years undoing these errors. Why ought to our kids undergo the identical ache? What is that this ebook about? As dad and mom, if we needed to groom one capability in our kids that’s key not solely to cash administration and investing however to any side of life, what would it not be? My reply: Sound Determination Making. So on this ebook, we meet Chinchu, who’s about to show 10. What he desires for his birthday and the way his dad and mom plan for it and educate him a number of key concepts of determination making and cash administration is the narrative. What readers say!
Should-read ebook even for adults! That is one thing that each mother or father ought to educate their children proper from their younger age. The significance of cash administration and determination making based mostly on their desires and wishes. Very properly written in easy phrases. – Arun.
Purchase the ebook: Chinchu will get a superpower on your baby!
revenue from content material writing: Our new e book for these excited by getting aspect revenue by way of content material writing. It’s out there at a 50% low cost for Rs. 500 solely!
Wish to verify if the market is overvalued or undervalued? Use our market valuation instrument (will work with any index!), otherwise you purchase the brand new Tactical Purchase/Promote timing instrument!
We publish mutual fund screeners and momentum, low volatility inventory screeners each month.
About freefincal & its content material coverage Freefincal is a Information Media Group devoted to offering unique evaluation, reviews, opinions and insights on developments in mutual funds, shares, investing, retirement and private finance. We achieve this with out battle of curiosity and bias. Observe us on Google Information. Freefincal serves greater than three million readers a 12 months (5 million web page views) with articles based mostly solely on factual data and detailed evaluation by its authors. All statements made might be verified from credible and educated sources earlier than publication. Freefincal doesn’t publish any paid articles, promotions, PR, satire or opinions with out knowledge. All opinions offered will solely be inferences backed by verifiable, reproducible proof/knowledge. Contact data: letters {at} freefincal {dot} com (sponsored posts or paid collaborations is not going to be entertained)
Join with us on social media
Our publications
You Can Be Wealthy Too with Objective-Based mostly Investing
Revealed by CNBC TV18, this ebook is supposed that will help you ask the suitable questions, and search the proper solutions, and because it comes with 9 on-line calculators, you can too create customized options on your life-style! Get it now.
Gamechanger: Neglect Startups, Be part of Company & Nonetheless Stay the Wealthy Life You Need
This ebook is supposed for younger earners to get their fundamentals proper from day one! It’s going to additionally aid you journey to unique locations at a low value! Get it or present it to a younger earner.
Your Final Information to Journey
That is an in-depth dive evaluation into trip planning, discovering low cost flights, finances lodging, what to do when travelling, and the way travelling slowly is best financially and psychologically with hyperlinks to the online pages and hand-holding at each step. Get the pdf for Rs 199 (immediate obtain)
