Aeterna Wealth

Edelweiss Mid Cap Fund vs Nippon India Growth Mid Cap Fund

Over the last 3 years, Edelweiss Mid Cap Fund returned 19.9% a year against 17.4% for Nippon India Growth Mid Cap Fund (Direct plans). Nippon India Growth Mid Cap Fund was the more consistent: ahead of its index in 100% of rolling 3-year periods, against 89%. They hold 47 stocks in common; the portfolio overlap is 45%. Data as of 12 Nov 2026.

Edelweiss Mid Cap FundNippon India Growth Mid Cap Fund
CategoryMid CapMid Cap
Fund houseEdelweiss Mutual FundNippon India Mutual Fund
BenchmarkNifty Midcap 150 TRINifty Midcap 150 TRI
Age10.0 years13.9 years
AUM on 30 Oct 2026₹18,719 cr₹48,903 cr
Direct plan
RatingBB
Expense ratio0.70%0.79%
1Y return4.6%5.3%
3Y return (a year)19.9%17.4%
5Y return (a year)17.1%16.6%
3Y vs index+5.0%+2.5%
Rating score, rank55 · #12 of 2846 · #19 of 28
Regular plan
RatingBB
Expense ratio1.87%1.56%
1Y return3.3%4.5%
3Y return (a year)18.3%16.4%
5Y return (a year)15.5%15.7%
3Y vs index+3.5%+1.6%
Rating score, rank55 · #11 of 2842 · #20 of 28
Consistency, risk and portfolio
Ahead of index, rolling 3Y periods89%100%
Deepest fall, 3Y-20.1%-19.9%
Volatility, 3Y16.9%16.9%
Max fall, 5Y-20.1%-19.9%
Down capture, 3Y9187
Stocks held105100
Top 10 holdings21%26%
Large / mid / small caps16 / 66 / 15%22 / 66 / 12%
Largest sectorBanksBanks

Common questions

Edelweiss Mid Cap Fund or Nippon India Growth Mid Cap Fund: which is better?

On our track-record ratings (Direct plans), Edelweiss Mid Cap Fund is rated B and Nippon India Growth Mid Cap Fund is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.

Edelweiss Mid Cap Fund or Nippon India Growth Mid Cap Fund: which has done better?

Over the last 3 years, Edelweiss Mid Cap Fund returned 19.9% a year against 17.4% for Nippon India Growth Mid Cap Fund (Direct plans).

How much do Edelweiss Mid Cap Fund and Nippon India Growth Mid Cap Fund overlap?

They hold 47 stocks in common; the portfolio overlap is 45%.

Should I hold both?

Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.

More comparisons

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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.

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