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Business News/Market/Market Stats/    Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth

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Invest
Explore On
  • Index Funds
  • Index Funds
  • Rating N.A.
  • Plan
18.13 +0.08 (0.42%) NAV as on 11 Nov, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1183.88
  • CAGR -1.97%
  • Exit Load0.50%
  • Expense ratio1.10%
  • CategoryIndex Funds
  • Min Investment100
  • Min SIP100
  • Launch Date2022-11-30

Morning Star Rating N.A.

High
Risk
Return

Asset Allocation

Holdings As On - 12 November 2025

  • Name
  • Value (Cr)
  • Holding %
  • BSE
  • 46.12
  • 3.90%
  • SRF
  • 38.24
  • 3.23%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

The investment objective of the scheme is to provide returns before expenses that closely correspond to the total returns of the Nifty Midcap150 Momentum 50 Index subject to tracking errors.

 

The Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth has an AUM of 1183.88 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.10%. The minimum investment in Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are High & - respectively.

 

The top holdings of the fund include Max Financial Services, Max Healthcare Institute, Suzlon Energy & BSE.

 

The major sectors where the fund is invested are Chemical Manufacturing, Consumer Financial Services, Software & Programming & Healthcare Facilities.

 

Some of the similar funds are DSP Nifty Next 50 Index Fund Regular Growth, Aditya Birla Sun Life Nifty 50 Index Fund Growth, Tata Nifty 50 Index Fund Regular Plan, Nippon India Nifty Alpha Low Volatility 30 Index Fund Regular Growth, Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth. Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

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FAQs about Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth

According to the morning star rating Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth has a High risk & return.
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth is managed by Bhavesh Jain,Bharat Lahoti.
The expense ratio of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth is 1.10%.
The 5 year annualized return on Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth is 0.00% & it has generated -1.97% in the last 1 year.
The minimum investment in Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth is 100 Rs.
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth has an AUM of 1183.88 crores.
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