What is the 5-year rolling return of Edelweiss Mid Cap Fund?

Across 1,212 overlapping 5-year holding periods between 28 November 2016 and 16 October 2026, the Direct plan of Edelweiss Mid Cap Fund returned an average of 23.52% a year, with a median of 22.55%. The best 5-year stretch returned 39.10% a year and the worst returned 11.92%.

Has Edelweiss Mid Cap Fund ever lost money over 5 years?

No. Every one of the 1,212 5-year holding periods in this fund's history ended in profit. The weakest returned 11.92% a year, for someone who invested on 25 January 2018. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Edelweiss Mid Cap Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 23.52% a year on the Direct plan against 21.73% on the Regular plan, a difference of 1.79% a year.

What is the 1-year rolling return of Edelweiss Mid Cap Fund?

Across 2,197 overlapping 1-year holding periods between 28 November 2016 and 16 October 2026, the Direct plan of Edelweiss Mid Cap Fund returned an average of 22.41% a year, with a median of 14.20%. The best 1-year stretch returned 114.64% a year and the worst returned -24.89%.

What is the 3-year rolling return of Edelweiss Mid Cap Fund?

Across 1,705 overlapping 3-year holding periods between 28 November 2016 and 16 October 2026, the Direct plan of Edelweiss Mid Cap Fund returned an average of 22.68% a year, with a median of 26.01%. The best 3-year stretch returned 41.52% a year and the worst returned -4.94%.

What is the 7-year rolling return of Edelweiss Mid Cap Fund?

Across 716 overlapping 7-year holding periods between 28 November 2016 and 16 October 2026, the Direct plan of Edelweiss Mid Cap Fund returned an average of 22.22% a year, with a median of 22.10%. The best 7-year stretch returned 26.39% a year and the worst returned 17.78%.

Edelweiss Mutual Fund

Edelweiss Mid Cap Fund — rolling returns

Mid Cap · NAV data as of 16 October 2026

2,440 daily NAV records since 28 November 2016

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 1,212 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 28 November 2016 to 16 October 2026

Average rolling return

23.52%

Windows computed

1,212

Median return

22.55%

Standard deviation

6.96%

Best 5-year window

39.10%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

11.92%a year

Invested 25 Jan 2018 · exited 25 Jan 2023

Consistency — share of 5-year windows

Above 0%: 100.0% (1,212 of 1,212)
Above 8%: 100.0% (1,212 of 1,212)
Above 12%: 99.8% (1,209 of 1,212)
Above 15%: 88.0% (1,066 of 1,212)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 244 of 1,212 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Edelweiss Mid Cap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	22.41%	22.68%	23.52%	22.22%	—
Median	14.20%	26.01%	22.55%	22.10%	—
Minimum	-24.89%	-4.94%	11.92%	17.78%	—
Maximum	114.64%	41.52%	39.10%	26.39%	—
Std deviation	26.88%	9.81%	6.96%	1.89%	—
Consistency
Above 0%	84.62%	96.19%	100.00%	100.00%	—
Above 8%	66.04%	86.86%	100.00%	100.00%	—
Above 12%	55.08%	81.17%	99.75%	100.00%	—
Above 15%	48.79%	78.53%	87.95%	100.00%	—
Coverage
Windows computed	2,197	1,705	1,212	716	—

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.79% a year more than Regular.

5-year rolling returns for Edelweiss Mid Cap Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	23.52%	21.73%
Best window	39.10%from 23 Mar 2020	37.07%from 23 Mar 2020
Worst window	11.92%from 25 Jan 2018	10.24%from 25 Jan 2018
Windows computed	1,212	1,212

Common questions about Edelweiss Mid Cap Fund

What is the 5-year rolling return of Edelweiss Mid Cap Fund?: Across 1,212 overlapping 5-year holding periods between 28 November 2016 and 16 October 2026, the Direct plan of Edelweiss Mid Cap Fund returned an average of 23.52% a year, with a median of 22.55%. The best 5-year stretch returned 39.10% a year and the worst returned 11.92%.
Has Edelweiss Mid Cap Fund ever lost money over 5 years?: No. Every one of the 1,212 5-year holding periods in this fund's history ended in profit. The weakest returned 11.92% a year, for someone who invested on 25 January 2018. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Edelweiss Mid Cap Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 23.52% a year on the Direct plan against 21.73% on the Regular plan, a difference of 1.79% a year.
What is the 1-year rolling return of Edelweiss Mid Cap Fund?: Across 2,197 overlapping 1-year holding periods between 28 November 2016 and 16 October 2026, the Direct plan of Edelweiss Mid Cap Fund returned an average of 22.41% a year, with a median of 14.20%. The best 1-year stretch returned 114.64% a year and the worst returned -24.89%.
What is the 3-year rolling return of Edelweiss Mid Cap Fund?: Across 1,705 overlapping 3-year holding periods between 28 November 2016 and 16 October 2026, the Direct plan of Edelweiss Mid Cap Fund returned an average of 22.68% a year, with a median of 26.01%. The best 3-year stretch returned 41.52% a year and the worst returned -4.94%.
What is the 7-year rolling return of Edelweiss Mid Cap Fund?: Across 716 overlapping 7-year holding periods between 28 November 2016 and 16 October 2026, the Direct plan of Edelweiss Mid Cap Fund returned an average of 22.22% a year, with a median of 22.10%. The best 7-year stretch returned 26.39% a year and the worst returned 17.78%.

Compare with other funds

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.