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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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  • Index Funds
  • Index Funds
  • Rating N.A.
  • Plan
13.92 -0.02 (-0.17%) NAV as on 06 Dec, 2023
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)54.29
  • CAGR 38.25%
  • Exit Load0.00%
  • Expense ratio0.92%
  • CategoryIndex Funds
  • Min Investment100
  • Min SIP100
  • Launch Date2022-11-30

Morning Star Rating N.A.

Risk
Return

Asset Allocation

Holdings As On - 08 December 2023

  • Name
  • Value (Cr)
  • Holding %
  • REC
  • 3.99
  • 5.27%
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 54.29 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.92%. 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 - & - respectively.

 

The top holdings of the fund include Power Finance Corp, TVS Motor Co, REC & CG Power & Industrial Solutions .

 

The major sectors where the fund is invested are Consumer Financial Services, Regional Banks, Recreational Products & Electronic Instr. & Controls.

 

Some of the similar funds are LIC MF Nifty Next 50 Index Growth, Edelweiss Nifty Large Mid Cap 250 Index Fund Regular Growth, Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth, HDFC Nifty Smallcap 250 Index Fund Regular Growth, UTI Nifty 500 Value 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%.

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 & 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 0.92%.
The 5 year annualized return on Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth is 0.00% & it has generated 38.25% 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 54.29 crores.
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