NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹55.08
-4.82%
NAV as on 16 Jan 25, 12:00 AM
very high risk
mid cap
equity
NAV as on 16 Jan 25, 12:00 AM
very high risk
mid cap
equity
39.07%p.a.
Last 1Y
25.97%p.a.
Last 3Y
29.33%p.a.
Last 5Y
14.28%p.a.
Since Inception
About Edelweiss Mid Cap Fund Payout of Income Distribution cum capital withdrawal option for NRIs
NRIs can achieve long-term capital appreciation by investing in the Edelweiss Mid Cap Fund Payout of Income Distribution cum capital withdrawal option scheme from Edelweiss Asset Management Limited. It is a Mid-Cap mutual fund scheme that predominantly invests in Mid-Cap stocks of companies. Launched on Dec 2007, Edelweiss Mid Cap Fund Payout of Income Distribution cum capital withdrawal option is Mid-Cap fund of its category with 8,280.35 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Mid-Cap funds.
- Edelweiss Mid Cap Fund Payout of Income Distribution cum capital withdrawal option delivered 39.1% annual returns during the last year. It has delivered 14.3% average annual returns since the fund was launched.
- Edelweiss Mid Cap Fund Payout of Income Distribution cum capital withdrawal option scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realised.
Top 10 Holdings
Persistent Systems Ltd
4.08%
Dixon Technologies (India) Ltd
4.02%
Lupin Ltd
2.76%
PB Fintech Ltd
2.75%
The Federal Bank Ltd
2.54%
Coforge Ltd
2.51%
Solar Industries India Ltd
2.43%
Indian Hotels Co Ltd
2.40%
CG Power & Industrial Solutions Ltd
2.25%
UNO Minda Ltd
2.04%
Fund Managers
- Dhruv Bhatia (Oct 2024 - Present)
- Trideep Bhattacharya (Oct 2021 - Present)
- Raj Koradia (Aug 2024 - Present)
Key Information
View Scheme Document
Edelweiss Mid Cap Fund Payout of Income Distribution cum capital withdrawal option SIP Calculator
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NRI Mutual Fund Tax on Edelweiss Mid Cap Fund Payout of Income Distribution cum capital withdrawal option
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Edelweiss Mid Cap Fund Payout of Income Distribution cum capital withdrawal option?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Edelweiss Mid Cap Fund Payout of Income Distribution cum capital withdrawal option
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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