Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹1,333.36 Cr
Expense Ratio
1.11%
Exit Load
0.50%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
30 Nov 2022
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +3.42% | -- |
| 3 Months | -0.74% | -- |
| 6 Months | -0.23% | -- |
| 1 Year | +9.92% | +9.92% |
| 2 Years | -- | +4.91% |
| 3 Years | +82.18% | +22.13% |
| 5 Years | -- | 0% |
| Since Launch | +80.88% | +18.78% |
Holdings as on 12 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| BSE | 75.70 | 5.68 |
| Hero Motocorp | 67.12 | 5.03 |
| Cummins India | 61.18 | 4.59 |
| Federal Bank | 60.90 | 4.57 |
| Muthoot Finance | 60.12 | 4.51 |
| AU Small Finance Bank | 57.96 | 4.35 |
| Ashok Leyland | 43.49 | 3.26 |
| L&T Finance | 41.96 | 3.15 |
| GE Vernova T&D India | 41.70 | 3.13 |
| Max Financial Services | 39.89 | 2.99 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.78
Sharpe Ratio
20.28%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth | +9.92% | +22.13% | -- |
| SBI Nifty Smallcap 250 Index Fund Regular Growth | +13.99% | +20.76% | -- |
| Tata Nifty 50 Index Fund Regular Plan | -0.3% | +9.74% | +10.49% |
| HDFC NIFTY50 Equal Weight Index Fund Regular Growth | +9.13% | +15.58% | -- |
| Nippon India Nifty Alpha Low Volatility 30 Index Fund Regular Growth | +1.15% | +13.03% | -- |
Results are calculated on CAGR basis
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 1333.36 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 1.11%. 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 Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include BSE, Hero Motocorp, Cummins India, Federal Bank.
The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Investment Services, Electronic Instr. & Controls.
Some of the similar funds are Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth, SBI Nifty Smallcap 250 Index Fund Regular Growth, Tata Nifty 50 Index Fund Regular Plan, HDFC NIFTY50 Equal Weight Index Fund Regular Growth, Nippon India Nifty Alpha Low Volatility 30 Index Fund Regular Growth. Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth has a sharpe ratio of 0.78 & a standard deviation of 20.28%.
FAQs
According to the morning star rating Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth has a Medium risk & Exceptional return.
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth is managed by Bhavesh Jain,Bharat Lahoti,Manasi Jalgaonkar.
The expense ratio of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth is 1.11%.
The 5 year annualized return on Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth is 0.00% & it has generated 9.92% 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 1333.36 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.