EDEdelweiss MFDirect · IDCW

Edelweiss Emerging Leaders Fund - Dividend - Direct Plan (Merged)

Mid Cap FundEquity - Mid Cap FundBenchmark: Nifty Midcap 100
NAV · 25 Nov 2016₹20.60+1.23%
AUM₹74 Crfrom this fund's primary plan
Expense Ratio1.98%
CAGR
Exit Load1% on or before 365D, Nil after 365D
Min SIP₹500from this fund's primary plan
Launched2013

Investment Objective

The primary investment objective of the Scheme is to generate income and capital appreciation from a diversified portfolio predominantly comprising of equity and equity related securities of Mid and Small Cap Companies. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Fund Mandate

Debt & MMI0%–20%
Equity and equity related securities of0%–20%
Equity and equity related securities of Mid and Small Cap Companies80%–100%
Fund Managers
KS
Kartik Soral
Fund Manager
Key Information
1.98%
₹500from this fund's primary plan
₹1,000
1% on or before 365D, Nil after 365D
Nil
Inception14 Jan 2013
AMCEdelweiss MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day+1.23%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.98%
1% on or before 365D, Nil after 365D
Nil
₹500from this fund's primary plan
₹1,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme