Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Growth - Direct Plan

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  • 0.03 %Nav, as on 03-07-2025

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  • Net Change on 03-07-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap150 Momentum 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Nifty 500 Index Fund - Direct Plan Sep 06, 2019 4.63 21.36 22.78 0.17 2,358.60
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan Sep 06, 2019 5.29 30.05 31.22 0.26 2,311.95
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth Oct 23, 2017 6.23 22.35 25.25 0.39 2,136.32
Axis Nifty 100 Index Fund - Direct Plan - Growth Option Oct 18, 2019 4.70 18.78 20.42 0.21 1,882.91
Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan Sep 06, 2019 2.22 29.87 33.65 0.33 919.21

Fund Holdings as on 31-May-2025

  • BSE Ltd.

  • Max Healthcare Institute Ltd.

  • Coforge Ltd.

  • The Indian Hotels Company Ltd.

  • Persistent Systems Ltd.

  • PB Fintech Ltd.

  • Dixon Technologies (India) Ltd.

  • Lupin Ltd.

  • The Federal Bank Ltd.

  • Fortis Healthcare Ltd.

  • Kalyan Jewellers India Ltd.

  • Voltas Ltd.

  • CG Power and Industrial Solutions Ltd.

  • Indus Towers Ltd.

  • Oracle Financial Services Software Ltd.

  • Cummins India Ltd.

  • One 97 Communications Ltd.

  • Coromandel International Ltd.

  • HDFC Asset Management Company Ltd.

  • Solar Industries India Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Oil India Ltd.

  • Page Industries Ltd.

  • Lloyds Metals And Energy Ltd.

  • Mphasis Ltd.

  • Rail Vikas Nigam Ltd.

  • Mazagon Dock Shipbuilders Ltd.

  • Hitachi Energy India Ltd.

  • IPCA Laboratories Ltd.

  • Petronet LNG Ltd.

  • Jubilant Foodworks Ltd.

  • Godrej Properties Ltd.

  • Polycab India Ltd.

  • Aurobindo Pharma Ltd.

  • UNO Minda Ltd.

  • The Phoenix Mills Ltd.

  • Torrent Power Ltd.

  • Prestige Estates Projects Ltd.

  • Oberoi Realty Ltd.

  • Syngene International Ltd.

  • Indian Renewable Energy Dev Agency Ltd.

  • KEI Industries Ltd.

  • Biocon Ltd.

  • Indian Bank

  • CRISIL Ltd.

  • Ajanta Pharma Ltd.

  • Housing & Urban Development Corp Ltd.

  • Bharat Dynamics Ltd.

  • Godrej Industries Ltd.

  • Thermax Ltd.

  • Clearing Corporation of India Ltd.

  • Accrued Interest

  • Net Receivables/(Payables)

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  • IT - Software

  • Hospital & Healthcare Services

  • Finance - Others

  • Pharmaceuticals & Drugs

  • Fintech

  • Hotel, Resort & Restaurants

  • Consumer Durables - Electronics

  • Construction - Real Estate

  • Electric Equipment

  • Bank - Private

  • Diamond & Jewellery

  • Chemicals

  • Air Conditioners

  • Telecommunication - Service Provider

  • Diesel Engines

  • Fertilizers

  • Finance - Asset Management

  • Cable

  • Refineries

  • Oil Exploration

  • Textile

  • Steel/Sponge Iron/Pig Iron

  • Engineering - Construction

  • Ship Building

  • Industrial Gases & Fuels

  • Consumer Food

  • Auto Ancillary

  • Power Generation/Distribution

  • Finance - NBFC

  • Business Support

  • Bank - Public

  • Ratings

  • Finance - Housing

  • Defence

  • Engineering - Industrial Equipments

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

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About Edelweiss Nifty Midcap150 Momentum 50 Index Fund

Scheme Analysis

Edelweiss Nifty Midcap150 Momentum 50 Index Fund is a Index Funds - Other fund and belongs to Edelweiss Mutual Fund. It was launched on 30-Nov-2022 and currently has an AUM of ₹991.39 crore. Edelweiss Nifty Midcap150 Momentum 50 Index Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap150 Momentum 50 - TRI as secondary index.

The NAV of Edelweiss Nifty Midcap150 Momentum 50 Index Fund ended up ₹0.01(0.03%)yesterday to ₹18.7377.

Among its top 3 holdings the fund has exposure to BSE Ltd., and

The Edelweiss Nifty Midcap150 Momentum 50 Index Fund is managed by Bhavesh Jain and Bharat Lahoti.

Fund House Contact

Edelweiss House Off. C.S.T Road, Kalina, Mumbai - 400 098

(022) 40933400
(022) 40933401