On this version of the fund efficiency report, we evaluate Edelweiss Giant & Mid Cap Fund. The fund was launched in June 2007 by JP Morgan and was often known 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 laws. The scheme has property 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 info under replicate solely previous efficiency and is on no account a sign of future efficiency. Our funding suggestions may be discovered right here: Handpicked Checklist of Mutual Funds (PlumbLine).
The Market Cap allocation historical past of Edelweiss Giant & Mid Cap Fund is proven under. The “others” represents bonds or money parts. The fund has a wholesome dose of midcaps and a pinch of small caps.
We learn the way constantly 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 had been in contrast with 876 benchmark returns, and the fund has overwhelmed the benchmark 675 occasions. The consistency rating might be 675/876 ~ 77%.
One yr
| Metric | N200TRI | Nifty Largemidcap 250 TRI |
| No of rolling return entries Index (1 12 months) | 1124 | 1136 |
| No of rolling return entries Fund (1 yr) | 1124 | 1136 |
| No of occasions fund outperformed index (1 yr) | 857 | 761 |
| rolling return outperformance Consistency Rating (1 yr) | 76% | 67% |
Two yr
| 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 occasions 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 occasions 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 occasions 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 occasions 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 occasions, 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 information (see hyperlink under).
| 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 occasions, 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 information. 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 also be fairly affordable.
Versus Nifty Largemidcap 250 TRI
| Trailing Returns | Nifty Largemidcap 250 TRI | Edelweiss Giant & Mid Cap Fund – Direct Plan – Progress Choice |
| 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 – Progress Choice |
| 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 affordable efficiency consistency file. The fund could also be appropriate for an lively MF fan searching for a “quiet” fund within the massive and mid cap area. Normal previous efficiency disclaimers as famous above apply. Kindly do your individual analysis earlier than investing.
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