Edelweiss Nifty Midcap150 Momentum 50 Index Fund - IDCW - Regular Plan

Other Plans and Options
  • (-0.88%)Nav, as on 09-01-2026

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  • Net Change on 09-01-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | Regular 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.)
NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option Oct 16, 2020 -7.01 18.73 19.59 0.95 2,681.50
Axis Nifty 100 Index Fund - Regular Plan - IDCW Oct 18, 2019 8.63 13.00 12.67 0.92 2,019.44
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - IDCW Option Oct 26, 2020 5.84 19.10 12.99 1.06 170.77
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund-Income Distribution CUM Capital Withdrawal Mar 09, 2004 8.56 17.03 15.42 1.08 132.77

Fund Holdings as on 31-December-2025

  • Hero MotoCorp Ltd.

  • BSE Ltd.

  • Muthoot Finance Ltd.

  • AU Small Finance Bank Ltd.

  • Cummins India Ltd.

  • The Federal Bank Ltd.

  • L&T Finance Ltd.

  • One 97 Communications Ltd.

  • Ashok Leyland Ltd.

  • Max Financial Services Ltd.

  • Fortis Healthcare Ltd.

  • Aditya Birla Capital Ltd.

  • FSN E-Commerce Ventures Ltd.

  • UPL Ltd.

  • IDFC First Bank Ltd.

  • HDFC Asset Management Company Ltd.

  • GMR Airports Ltd.

  • Indian Bank

  • GE Vernova T&D India Limited

  • Persistent Systems Ltd.

  • Mahindra & Mahindra Financial Services Ltd

  • Hindustan Petroleum Corporation Ltd.

  • Glenmark Pharmaceuticals Ltd.

  • Coforge Ltd.

  • Indus Towers Ltd.

  • SRF Ltd.

  • Polycab India Ltd.

  • MRF Ltd.

  • Lupin Ltd.

  • Vodafone Idea Ltd.

  • National Aluminium Company Ltd.

  • Hitachi Energy India Ltd.

  • UNO Minda Ltd.

  • Marico Ltd.

  • Jindal Stainless Ltd.

  • JK Cement Ltd.

  • Coromandel International Ltd.

  • Biocon Ltd.

  • Bank of India

  • Sundaram Finance Ltd.

  • APL Apollo Tubes Ltd.

  • SBI Cards & Payment Services Ltd.

  • Nippon Life India Asset Management Ltd.

  • AIA Engineering Ltd.

  • Dalmia Bharat Ltd.

  • Berger Paints (I) Ltd.

  • Bharti Hexacom Ltd.

  • Indraprastha Gas Ltd.

  • 3M India Ltd.

  • Abbott India Ltd.

  • Clearing Corporation of India Ltd.

  • Accrued Interest

  • Net Receivables/(Payables)

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  • Finance - NBFC

  • Bank - Private

  • Finance - Others

  • Automobile Two & Three Wheelers

  • Pharmaceuticals & Drugs

  • IT - Software

  • Diesel Engines

  • Electric Equipment

  • Fintech

  • Telecommunication - Service Provider

  • Bank - Public

  • Automobiles-Trucks/Lcv

  • Finance - Asset Management

  • Hospital & Healthcare Services

  • e-Commerce

  • Pesticides & Agrochemicals

  • Airport Management Services

  • Refineries

  • Steel & Iron Products

  • Chemicals

  • Cable

  • Cement & Construction Materials

  • Tyres & Allied

  • Aluminium & Aluminium Products

  • Auto Ancillary

  • Edible Oil

  • Fertilizers

  • Castings/Forgings

  • Paints

  • Gas Transmission/Marketing

  • Diversified

  • 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 ₹1,406.61 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 down ₹-0.16(-0.88%)yesterday to ₹17.586.

Among its top 3 holdings the fund has exposure to Hero MotoCorp 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