Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,743 Cr

Lock In Period

N/A

Expense Ratio

1.66

Exit Load

0.50% for redemption Within 30 days.

Benchmark

NIFTY Midcap150 Momentum 50 Total Return

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.70-0.3211.66
6M2.672.0533.69
1Y2.895.14114.86
3Y16.8012.96237.39

Portfolio Analysis

  • Equity: 99.94%
  • Debt: 0.06%
  • Others
As on: 2026-07-31
View allocation % by

1. Laurus Labs Ltd.6.22%
2. Lupin Ltd.2.53%
3. Aurobindo Pharma Ltd.2.15%
4. Glenmark Pharmaceuticals Ltd.1.98%
5. Biocon Ltd.1.33%
6. Ajanta Pharma Ltd.0.64%

1. The Federal Bank Ltd.5.02%
2. AU Small Finance Bank Ltd.2.68%
3. IndusInd Bank Ltd.2.32%

1. Multi Commodity Exchange Of India Ltd.4.72%
2. BSE Ltd.4.67%

1. Polycab India Ltd.3.32%
2. KEI Industries Ltd.1.88%

1. Bharat Forge Ltd.4.31%

1. GE Vernova T&D India Limited4.26%

1. Bharat Heavy Electricals Ltd.4.22%

1. Hitachi Energy India Ltd.3.58%

1. National Aluminium Company Ltd.3.18%

1. Vodafone Idea Ltd.2.40%
2. Tata Communications Ltd.0.75%

1. Aditya Birla Capital Ltd.1.69%
2. Max Financial Services Ltd.1.17%

1. Indian Bank1.08%
2. Bank of Maharashtra1.01%
3. Bank of India0.46%

1. Marico Ltd.2.38%

1. JSW Energy Ltd.1.63%
2. NLC India Ltd.0.69%

1. Fortis Healthcare Ltd.2.01%

1. Indus Towers Ltd.1.97%

1. Steel Authority of India Ltd.1.85%

1. Ashok Leyland Ltd.1.69%

1. FSN E-Commerce Ventures Ltd.1.66%

1. Lloyds Metals And Energy Ltd.1.61%

1. Radico Khaitan Ltd.1.55%

1. Apar Industries Ltd.1.51%

1. One 97 Communications Ltd.1.45%

1. NMDC Ltd.1.43%

1. Thermax Ltd.1.40%

1. Oracle Financial Services Software Ltd.1.24%

1. L&T Finance Ltd.1.23%

1. Nippon Life India Asset Management Ltd.1.13%

1. GMR Airports Ltd.1.06%
No Data Found
No Data Found

About Fund Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth managed by Edelweiss Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹1,743 Crore. The fund benchmarks its performance against the NIFTY Midcap150 Momentum 50 Total Return while maintaining an expense ratio of 1.66. Under the expert guidance of Bhavesh Jain ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Bhavesh Jain

Mr. Bhavesh Jain has done his Masters in Management Studies (Finance) from the Mumbai University and has a total work experience of over five years in the equity market segment. Prior to being appointed as an Assistant Fund Manager - Equity, he was designated as a Dealer of all the Equity Schemes of the Fund for over two years. He was also associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
SBI Nifty Smallcap 250 Index Fund Growth01,724 CR0.86
Edelweiss Nifty Smallcap 250 Index Fund Growth0261 CR0.94
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth01,743 CR1.66
Aditya Birla Sun Life Silver ETF Growth02,756 CR0.35
HDFC Silver ETF Growth07,472 CR0.5
Fund Name1Y3Y
This FundSBI Nifty Smallcap 250 Index Fund Growth7.449158.6721
This FundEdelweiss Nifty Smallcap 250 Index Fund Growth7.472759.2968
This FundEdelweiss Nifty Midcap150 Momentum 50 Index Fund Growth2.887259.3398
This FundAditya Birla Sun Life Silver ETF Growth114.1724236.1907
This FundHDFC Silver ETF Growth113.0737237.3893

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth FAQs

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth is 1.66. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 1.70%
  • 6 Months : 2.67%
  • 1 Year : 2.89%
  • 3 Years : 16.80%
Returns of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 18.4446 as on Aug 24,2026. Since inception, the return has been 59.34%.

You can invest in Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth is ₹1,743 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.