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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)

₹1,723 Cr

Lock In Period

N/A

Expense Ratio

1.11

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.62-0.1921.76
6M3.481.7129.93
1Y0.974.2095.20
3Y18.7411.97188.32

Portfolio Analysis

  • Equity: 99.98%
  • Debt: 0.02%
  • Others
As on: 2026-05-31
View allocation % by

1. The Federal Bank Ltd.4.38%
2. AU Small Finance Bank Ltd.4.37%
3. IDFC First Bank Ltd.2.24%

1. Muthoot Finance Ltd.4.11%
2. L&T Finance Ltd.3.23%
3. Mahindra & Mahindra Financial Services Ltd1.48%
4. Sundaram Finance Ltd.0.69%
5. SBI Cards & Payment Services Ltd.0.59%

1. BSE Ltd.7.55%

1. Max Financial Services Ltd.2.89%
2. Aditya Birla Capital Ltd.2.86%

1. Cummins India Ltd.5.16%

1. Glenmark Pharmaceuticals Ltd.1.98%
2. Lupin Ltd.1.46%
3. Biocon Ltd.0.96%
4. Abbott India Ltd.0.35%

1. Hero MotoCorp Ltd.4.20%

1. GE Vernova T&D India Limited3.81%

1. Persistent Systems Ltd.1.79%
2. Coforge Ltd.1.50%

1. HDFC Asset Management Company Ltd.2.46%
2. Nippon Life India Asset Management Ltd.0.81%

1. Indian Bank2.35%
2. Bank of India0.88%

1. One 97 Communications Ltd.2.99%

1. Fortis Healthcare Ltd.2.96%

1. Ashok Leyland Ltd.2.83%

1. FSN E-Commerce Ventures Ltd.2.69%

1. Hitachi Energy India Ltd.2.53%

1. GMR Airports Ltd.2.28%

1. UPL Ltd.2.18%

1. Vodafone Idea Ltd.1.71%
2. Bharti Hexacom Ltd.0.34%

1. National Aluminium Company Ltd.1.87%

1. Polycab India Ltd.1.84%

1. Indus Towers Ltd.1.78%

1. SRF Ltd.1.51%

1. Hindustan Petroleum Corporation Ltd.1.45%

1. JK Cement Ltd.0.93%
2. Dalmia Bharat Ltd.0.38%

1. Marico Ltd.1.27%

1. MRF Ltd.1.13%

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 ₹1,723 Crore. The fund benchmarks its performance against the NIFTY Midcap150 Momentum 50 Total Return while maintaining an expense ratio of 1.11. 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
HDFC Nifty Next 50 ETF Growth0266.36 CR0.2
Nippon India ETF Nifty Next 50 Junior BeES Growth08297.04 CR0.15
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth01723.34 CR1.11
Aditya Birla Sun Life Silver ETF Growth02796.88 CR0.35
ICICI Prudential Silver ETF Growth013863.65 CR0.4
Fund Name1Y3Y
This FundHDFC Nifty Next 50 ETF Growth6.878966.9047
This FundNippon India ETF Nifty Next 50 Junior BeES Growth7.00167.2424
This FundEdelweiss Nifty Midcap150 Momentum 50 Index Fund Growth0.971367.4128
This FundAditya Birla Sun Life Silver ETF Growth95.0697188.0912
This FundICICI Prudential Silver ETF Growth95.1992188.3213

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 1.11. 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 : 0.62%
  • 6 Months : 3.48%
  • 1 Year : 0.97%
  • 3 Years : 18.74%
Returns of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 18.067 as on Jul 14,2026. Since inception, the return has been 67.41%.

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 ₹1,723 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.