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HomeMutual FundEdelweiss Giant & Mid Cap Fund Overview

Edelweiss Giant & Mid Cap Fund Overview


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.

Market Cap allocation historical past of Edelweiss Giant & Mid Cap Fund

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.

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