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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.
EquityBenchmark · NIFTY Midcap 150 Momentum 50 TRITER · 1.44%Inception · 01-12-2022
NAV
₹17.50
-0.10% · as of 14-10-2026
Since inception
15.09%
CAGR
Benchmark (inception)
22.19%
CAGR
Fund size
₹1,728 Cr
AUM
Expense ratio
1.44%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +15.09% CAGR vs benchmark +22.19%.
Portfolio
Where the money is invested
Top holdings
Multi Commodity Exchange of India L5.64%
BSE LIMITED EQ NEW FV RS. 2/-5.02%
GE T&D INDIA LIMITED EQ NEW RS. 2/-4.94%
LAURUS LABS LIMITED EQ NEW FV RS. 2/-4.82%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-4.68%
HITACHI ENERGY INDIA LIMITED EQ3.91%
POLYCAB INDIA LIMITED EQ3.64%
BHARAT FORGE LIMITED EQ NEW FV RS. 2/-3.56%
BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/-3.50%
NATIONAL ALUMINIUM COMPANY LIMITED EQ NEW F.V. RS.5/-3.06%
Sector allocation
Financial Services29.37%
Capital Goods24.91%
Healthcare15.48%
Metals & Mining8.21%
Telecommunication5.53%
Fast Moving Consumer Goods3.68%
Automobile and Auto Components3.56%
Power2.44%
Oil, Gas & Consumable Fuels1.71%
Consumer Services1.58%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 15.1% p.a.₹10,000
10 years
Projected value
₹28,02,080
Invested: ₹12,00,000
Gained: ₹16,02,080
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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