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Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct - Growth

NAV as of Apr 23, 2025Returns since inceptionET Money RankVRO Ratings
25.74% p.a.
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N.A.

Historical NAV & returns

NAV: ₹17.3279 as on Apr 23, 2025
This fund Category average
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This fund Category average

Edelweiss Nifty Midcap150 Momentum 50 Index Fund overview

VRO ratingN.A.
Expense ratio0.45% as on Mar 31, 2025
Exit load0.5%info
Exit load of 0.50%, if redeemed within 30 days.!
AUM (Fund size)802 Crs
Lock-inNo Lockin
Age2 yrs 5 m since Nov 10, 2022
BenchmarkNIFTY Midcap 150 Moment 50 TRI
Min. investment

SIP 100  &  Lump. 105

RiskVery HighVery High Risk
Short term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Returns calculator

Investment type
Investment period
Investment period
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
  • Total investment ₹ 12 lakh
  • Profit ₹12 lakhs
  • Total corpus ₹1 lakh
  • Absolute return 52.69%

Trailing returns as on Apr 22, 2025

PeriodThis fundCategory average
1 month 4.55% 4.23%
3 months 1.02% 2.7%
6 months -7.24% -3.61%
1 year 6.32% 9.05%

Asset allocationas on Mar 31, 2025

Large Cap 9.287213%

Mid Cap 90.68278699999999%

Small Cap 0.0%

Other Cap 0.0%

Top sectors

Services 19.54%

Healthcare 18.26%

Capital Goods 13.809999999999999%

Technology 13.78%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Others 0.51%

Allocation by Instruments

CBLO 0.51%

Cash 3.0E-4%

Other Holdings

Bifurcation by Holding is not available for this fund

Peer comparison

Fund nameETM RankAUM (in Crs.)Fund ageExpense ratio
Edelweiss Nifty Midcap150 Momentum 50 Index FundN.A.₹802 Crs2 yrs 5 m0.45%
Motilal Oswal Nifty Midcap 150 Index FundN.A.₹1,987 Crs5 yrs 8 m0.3%
HDFC NIFTY Midcap 150 Index FundN.A.₹291 Crs2 yrs0.3%
SBI Nifty Midcap 150 Index FundN.A.₹725 Crs2 yrs 7 m0.46%
Navi Nifty Midcap 150 Index FundN.A.₹228 Crs3 yrs 2 m0.2199%
Fund name1M6M1Y3Y5Y10Y
Edelweiss Nifty Midcap150 Momentum 50 Index Fund4.55%-7.24%6.32%N.A.N.A.N.A.
Motilal Oswal Nifty Midcap 150 Index Fund4.17%-3.25%9.33%22.52%33.28%13.62%
HDFC NIFTY Midcap 150 Index Fund4.12%-3.4%8.95%19.91%11.51%5.6%
SBI Nifty Midcap 150 Index Fund4.11%-3.4%8.98%20.4%11.78%5.73%
Navi Nifty Midcap 150 Index Fund4.01%-3.43%9.02%22.2%13.86%6.71%
Fund nameStd. deviationBetaSharpeSortino
Edelweiss Nifty Midcap150 Momentum 50 Index FundN.A.N.A.N.A.N.A.
Motilal Oswal Nifty Midcap 150 Index Fund17.281.00.81.26
HDFC NIFTY Midcap 150 Index FundN.A.N.A.N.A.N.A.
SBI Nifty Midcap 150 Index FundN.A.N.A.N.A.N.A.
Navi Nifty Midcap 150 Index Fund17.210.990.791.24

Key risk & return ratios Compared to other funds in the category

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare Edelweiss Nifty Midcap150 Momentum 50 Index Fund in detail with

ET Money rank

in Mid Cap Index
#NA
Ranking for this fund is unavailable.
  • Return Outperformance: This fund has generated highest return amongst Mid Cap Index funds in the last 2 Years.
  • Return/Risk: The fund is performing poorly than its category.
  • Exit Load: Exit load of 0.50%, if redeemed within 30 days.