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Edelweiss Nifty Midcap150 Momentum 50 Index Fund

Growth
18.421.19% (+0.22)

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Edelweiss Nifty Midcap150 Momentum 50 Index Fund

Growth
EquityIndex Fund
Mid-size FundAssets Under Mgmt: ₹ 709 Cr
Very High RiskPrinciple investment will be at very high risk
18.421.19% (+0.22)

Price Chart

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Returns
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1M
6M
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5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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EquityIndex Fund
Mid-size FundAssets Under Mgmt: ₹ 709 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.4654.451.52
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.5743.180.58

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.50%
0.50% on or before 30D Nil after 30D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty Midcap150 Momentum 50 - TRI

About Index Fund

Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.

Peers & Comparison

Comparing 3 mutual funds from 
EquityIndex Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Edelweiss Nifty Midcap150 Momentum 50 Index Fund38.59%—36.12%
UTI Nifty 50 Index Fund21.76%12.19%13.37%
HDFC Nifty 50 Index Fund21.72%12.16%13.50%
ICICI Pru Nifty 50 Index Fund21.69%12.16%13.44%

Price Comparison

Compare Edelweiss Nifty Midcap150 Momentum 50 Index Fund with any MF, ETF, stock or index
Compare Edelweiss Nifty Midcap150 Momentum 50 Index Fund with any MF, ETF, stock or index
Edelweiss Nifty Midcap150 Momentum 50 Index Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Cash & EquivalentsEquity-0.03%100.03%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+23 moreSpecialized FinancePower GenerationPharmaceuticalsHome Electronics & AppliancesReal Estate58.69 %7.41 %7.77 %7.84 %8.37 %9.92 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 240.94%8.96%8.99%11.26%10.13%9.92%
Real Estate as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • BSE Ltd
    BSE
    3M change : 2.59 %

    Holdings

    5.75 %

    2.59 %
  • Dixon Technologies (India) Ltd
    DIXON
    3M change : 0.93 %

    Holdings

    5.39 %

    0.93 %
  • Cummins India Ltd
    CUMMINSIND
    3M change : -0.25 %

    Holdings

    4.32 %

    -0.25 %

AMC Profile

Edelweiss Asset Management Limited (EAML) is part of the Investment & Advisory line of Business of Edelweiss Group. EMAL is one of the fastest growing and young AMCs’ in India.

  • No.of Schemes

    49

  • Total AUM

    ₹ 1,05,000.62 Cr.

Fund Manager Profile

Bhavesh Jain

AUM:  ₹38,887.11 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 5yrs

Bharat Lahoti

AUM:  ₹25,706.24 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 9yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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