Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹1,834 Cr

Lock In Period

N/A

Expense Ratio

1.52

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(%)
1M-5.75-1.736.39
6M8.062.4837.51
1Y0.883.6253.39
3Y11.8012.16201.13

Portfolio Analysis

  • Equity: 99.97%
  • Debt: 0.03%
  • Others
As on: 2026-08-31
View allocation % by

1. Laurus Labs Ltd.6.32%
2. Aurobindo Pharma Ltd.2.25%
3. Lupin Ltd.2.21%
4. Glenmark Pharmaceuticals Ltd.2.12%
5. Biocon Ltd.1.24%
6. Ajanta Pharma Ltd.0.64%

1. Multi Commodity Exchange Of India Ltd.5.74%
2. BSE Ltd.4.05%

1. The Federal Bank Ltd.4.81%
2. AU Small Finance Bank Ltd.2.68%
3. IndusInd Bank Ltd.2.24%

1. Polycab India Ltd.3.32%
2. KEI Industries Ltd.2.09%

1. Bharat Heavy Electricals Ltd.4.42%

1. GE Vernova T&D India Limited4.22%

1. Bharat Forge Ltd.3.97%

1. Hitachi Energy India Ltd.3.62%

1. National Aluminium Company Ltd.3.35%

1. Vodafone Idea Ltd.2.55%
2. Tata Communications Ltd.0.71%

1. Aditya Birla Capital Ltd.1.65%
2. Max Financial Services Ltd.1.19%

1. Indian Bank1.12%
2. Bank of Maharashtra1.01%
3. Bank of India0.46%

1. Marico Ltd.2.16%

1. JSW Energy Ltd.1.48%
2. NLC India Ltd.0.60%

1. Steel Authority of India Ltd.2.06%

1. Indus Towers Ltd.1.89%

1. Fortis Healthcare Ltd.1.86%

1. Apar Industries Ltd.1.80%

1. One 97 Communications Ltd.1.78%

1. Ashok Leyland Ltd.1.73%

1. FSN E-Commerce Ventures Ltd.1.68%

1. Radico Khaitan Ltd.1.54%

1. NMDC Ltd.1.43%

1. Lloyds Metals And Energy Ltd.1.36%

1. Oracle Financial Services Software Ltd.1.34%

1. Thermax Ltd.1.23%

1. L&T Finance Ltd.1.22%

1. APL Apollo Tubes Ltd.1.17%

1. Nippon Life India Asset Management Ltd.1.10%

1. Oil India Ltd.1.01%
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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 ₹1,834 Crore. The fund benchmarks its performance against the NIFTY Midcap150 Momentum 50 Total Return while maintaining an expense ratio of 1.52. 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 Name1Y3Y
This FundICICI Prudential Nifty Infrastructure ETF Growth-4.338139.1383
This FundSundaram NIFTY 100 Equal Weight Fund Growth-1.360839.4069
This FundEdelweiss Nifty Midcap150 Momentum 50 Index Fund Growth0.883539.7533
This FundHDFC Silver ETF Growth50.5151199.9467
This FundAxis Silver ETF Growth51.0742201.1306

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 1.52. 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 : -5.75%
  • 6 Months : 8.06%
  • 1 Year : 0.88%
  • 3 Years : 11.80%
Returns of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 17.3445 as on Oct 01,2026. Since inception, the return has been 39.75%.

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 ₹1,834 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.
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