Edelweiss Nifty Midcap150 Momentum 50 Index Fund

Q: What are the returns of this mutual fund scheme?

The Edelweiss Nifty Midcap150 Momentum 50 Index Fund is a 2 yrs 11 m old fund and has delivered average annual returns of 22.16% since inception. Edelweiss Nifty Midcap150 Momentum 50 Index Fund Returns 1-Year Since Inception -0.86% 22.16%

NAV as of Oct 20, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹17.9839+0.64% 1 day change	22.16% p.a.	App exclusive #NA View Ranked Funds	₹1,184 Cr

Historical NAV & returns

NAV: ₹17.9839 as on Oct 20, 2025

This fund Category average

Edelweiss Nifty Midcap150 Momentum 50 Index Fund overview

AUM (Fund size)	₹1,184 Cr
Exit load	0.5% Exit load of 0.50%, if redeemed within 30 days.!
Lock-in Period	Nil
Age	2 yrs 11 m since Nov 10, 2022
Benchmark	NIFTY Midcap 150 Moment 50 TRI
Min. investment	SIP: ₹500 & Lumpsum: ₹1000
Expense ratio	1.1% as on Sep 30, 2025
Plan type	Regular
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

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 Oct 17, 2025

Period	This fund	Category average
1 Month	2.97%	2.39%
3 Months	0.44%	1.43%
6 Months	8.09%	9.89%
1 Year	-0.86%	3.68%
2 Years	22.57%	21.3%

View returns in detail

Asset allocationas on Sep 30, 2025

Large Cap 14.19%

Mid Cap 85.2%

Small Cap 0.69%

Other Cap 0%

Top holdings

Max Financial Services Ltd.4.92%

Max Healthcare Institute Ltd.4.79%

Suzlon Energy Ltd.4.0%

BSE Ltd.3.9%

Top sectors

Financial 21.2%

Services 13.06%

Healthcare 12.780000000000003%

Capital Goods 12.57%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Others 0.27%

Allocation by Instruments

CBLO 0.27%

Cash 4.051E-5%

Other Holdings

Bifurcation by Holding is not available for this fund

Detailed portfolio analysis

Peer comparison

Fund name	1M	6M	1Y	3Y	5Y	10Y
Edelweiss Nifty Midcap150 Momentum 50 Index Fund	2.97%	8.09%	-0.86%	N.A.	N.A.	N.A.
Motilal Oswal Nifty Midcap 150 Index Fund	2.5%	11.24%	6.3%	22.82%	27.08%	14.07%
HDFC NIFTY Midcap 150 Index Fund	2.52%	11.28%	6.28%	22.67%	13.04%	6.32%
SBI Nifty Midcap 150 Index Fund	2.53%	11.33%	6.35%	22.72%	13.28%	6.43%
Navi Nifty Midcap 150 Index Fund	2.42%	11.04%	5.86%	22.25%	15.02%	7.25%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Edelweiss Nifty Midcap150 Momentum 50 Index Fund	N.A.	N.A.	N.A.	N.A.
Motilal Oswal Nifty Midcap 150 Index Fund	15.65	0.99	0.92	1.29
HDFC NIFTY Midcap 150 Index Fund	N.A.	N.A.	N.A.	N.A.
SBI Nifty Midcap 150 Index Fund	N.A.	N.A.	N.A.	N.A.
Navi Nifty Midcap 150 Index Fund	15.59	0.99	0.89	1.27

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Edelweiss Nifty Midcap150 Momentum 50 Index Fund	N.A.	1,184 Cr	2 yrs 11 m	1.1%
Motilal Oswal Nifty Midcap 150 Index Fund	N.A.	2,631 Cr	6 yrs 2 m	1.0%
HDFC NIFTY Midcap 150 Index Fund	N.A.	406 Cr	2 yrs 6 m	0.83%
SBI Nifty Midcap 150 Index Fund	N.A.	905 Cr	3 yrs 1 m	0.78%
Navi Nifty Midcap 150 Index Fund	N.A.	324 Cr	3 yrs 8 m	1.0%

View all Mid Cap Index funds

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

About this fund

About Edelweiss Nifty Midcap150 Momentum 50 Index Fund

Edelweiss Nifty Midcap150 Momentum 50 Index Fund is a Mid Cap Index mutual fund scheme from Edelweiss Mutual Fund. This fund has been in existence for 2 yrs 11 m, having been launched on 10/11/2022. Edelweiss Nifty Midcap150 Momentum 50 Index Fund has ₹1,184 Crores worth of assets under management (AUM) as on 30/09/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Edelweiss Nifty Midcap150 Momentum 50 Index Fund as of 20/10/2025 is ₹17.98. The fund has an expense ratio of 1.1%, which is higher than what most other Mid Cap Index funds charge.

Edelweiss Nifty Midcap150 Momentum 50 Index Fund returns of last 1-year are -7.07%. Since launch, it has delivered 22.51% average annual returns.
The fund has the majority of its money invested in Financial, Services, Healthcare, Capital Goods, Chemicals sectors. It has taken less exposure in Financial, Services sectors compared to other funds in the category.
The fund's top 5 holdings are in Max Financial Services Ltd., Max Healthcare Institute Ltd., Suzlon Energy Ltd., BSE Ltd., Solar Industries India Ltd..

...

Fund AUM	1,184 Cr as on Sep 30, 2025
Scheme document	View Scheme Document

Fund managers

Bhavesh Jain

Mr. Jain is a MMS (Finance) from Mumbai University. Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.

Bharat Lahoti

Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.

Investment objective

The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Midcap150 Momentum 50 Index subject to tracking errors.

Edelweiss Mutual Fund details

No. of schemes	55 view all schemes
Total AUM	1,78,678 Cr as on Sep 30, 2025
Address	Edelweiss House Off C.S.T. Road, Kalina Mumbai, 400098
Phone	+91 22 4093 3400

More funds from Edelweiss Mutual Fund

Fund name	ETM Rank	AUM	1Y	5Y
Edelweiss Mid Cap Fund	N.A.	11,731 Cr	6.72%	29.34%
Edelweiss Small Cap Fund	N.A.	5,057 Cr	1.45%	28.66%
Edelweiss Flexi Cap Fund	N.A.	2,842 Cr	3.96%	21.79%
Edelweiss Large & Mid Cap Fund	N.A.	4,133 Cr	3.65%	21.73%
Edelweiss Recently Listed IPO Fund	N.A.	954 Cr	7.7%	19.56%
Edelweiss ELSS Tax Saver Fund	N.A.	417 Cr	5.17%	19.39%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of Edelweiss Nifty Midcap150 Momentum 50 Index Fund?

The current Net Asset Value (NAV) of the Edelweiss Nifty Midcap150 Momentum 50 Index Fund plan is approximately ₹17.9839 as of Oct 20, 2025.

What are the returns of this mutual fund scheme?

The Edelweiss Nifty Midcap150 Momentum 50 Index Fund is a 2 yrs 11 m old fund and has delivered average annual returns of 22.16% since inception.

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Returns

1-Year	Since Inception
-0.86%	22.16%

How much does this mutual fund charge as expense ratio?

The Edelweiss Nifty Midcap150 Momentum 50 Index Fund has an expense ratio of 1.1%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

What is the AUM or fund size of this mutual fund?

The Edelweiss Nifty Midcap150 Momentum 50 Index Fund currently has assets under management (AUM) or fund size valued at approximately 1,184 Cr as on Sep 30, 2025.

What are the top stock holdings of Edelweiss Nifty Midcap150 Momentum 50 Index Fund?

The Edelweiss Nifty Midcap150 Momentum 50 Index Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Max Financial Services Ltd.	4.92%
Max Healthcare Institute Ltd.	4.79%
Suzlon Energy Ltd.	4.0%
BSE Ltd.	3.9%
Solar Industries India Ltd.	3.65%
Coforge Ltd.	3.54%
Fortis Healthcare Ltd.	3.3%
One97 Communications Ltd.	3.28%
SRF Ltd.	3.23%
HDFC Asset Management Company Ltd.	3.14%

What are the top sectors Edelweiss Nifty Midcap150 Momentum 50 Index Fund has invested in?

The Edelweiss Nifty Midcap150 Momentum 50 Index Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Financial	21.2%
Services	13.06%
Healthcare	12.780000000000003%
Capital Goods	12.57%
Chemicals	11.93%
Technology	6.59%
Materials	4.4799999999999995%
Metals & Mining	3.61%
Communication	3.0999999999999996%
Consumer Staples	2.57%

What is risk level of Edelweiss Nifty Midcap150 Momentum 50 Index Fund?

This is a Mid Cap Index fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How can I redeem my investments in Edelweiss Nifty Midcap150 Momentum 50 Index Fund?

Redeeming your investments in the Edelweiss Nifty Midcap150 Momentum 50 Index Fund is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.

If you have invested from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

App exclusive

in Mid Cap Index

#NA

Return Outperformance: This fund has generated highest return amongst Mid Cap Index funds in the last 1 Month.
Return/Risk: The fund is performing poorly than its category.
Exit Load: Exit load of 0.50%, if redeemed within 30 days.