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Edelweiss Mutual Fund · Index Fund
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth
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.
Benchmark · NIFTY Midcap 150 Momentum 50 TRITER · 1.10%Inception · 01-12-2022
NAV
₹17.91
+1.26% · as of 14-05-2026
Since inception
17.86%
CAGR
Benchmark (inception)
22.79%
CAGR
Fund size
₹16 Cr
AUM
Expense ratio
1.10%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +17.86% CAGR vs benchmark +22.79%.
Portfolio
Where the money is invested
Top holdings
BSE LIMITED EQ NEW FV RS. 2/-5.68%
HERO MOTOCORP LIMITED EQ FV RS 25.03%
CUMMINS INDIA LIMITED EQ FV RS.24.59%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-4.57%
MUTHOOT FINANCE LIMITED EQ4.51%
AU SMALL FINANCE BANK LIMITED EQ4.35%
ASHOK LEYLAND LIMITED EQ NEW FV RE.1/-3.26%
L & T FINANCE HOLDINGS LIMITED EQ3.15%
GE T&D INDIA LIMITED EQ NEW RS. 2/-3.13%
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-2.99%
Sector allocation
Financial Services43.03%
Capital Goods15.97%
Healthcare8.17%
Automobile and Auto Components7.49%
Chemicals4.80%
Telecommunication3.57%
Information Technology3.32%
Metals & Mining3.00%
Consumer Services2.80%
Services2.24%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 17.9% p.a.₹10,000
10 years
Projected value
₹33,32,782
Invested: ₹12,00,000
Gained: ₹21,32,782
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Bhavesh Jain, Mr. Bharat Lahoti & Ms. Manasi Jalgaonkar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
150900
ISIN (Growth)
INF754K01PZ7
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
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