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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹1,452 Cr
Lock In Period
N/A
Expense Ratio
1.11
Benchmark
NIFTY Midcap150 Momentum 50 Total Return
Exit Load
0.50% for redemption Within 30 days.
Summary
Latest details for Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth include a ₹16.3287 NAV as of Mar 13,2026 and returns since inception of 78.06%. Minimum investments start at SIP ₹100. The Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth AUM is ₹1,452 Cr, with a lock-in of N/A years, expense ratio of 1.11%, and benchmark NIFTY Midcap150 Momentum 50 Total Return. Exit load is - 0.50% for redemption Within 30 days.. In the growth review for 1M Month/Year, the fund recorded -7.84% returns, against a category average of -2.31% and a category best of 6.04%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -7.84 | -2.31 | 6.04 |
| 6M | -5.00 | 0.68 | 109.47 |
| 1Y | 13.01 | 4.77 | 169.70 |
| 3Y | 21.20 | 12.37 | 321.70 |
Portfolio Analysis
- Equity: 99.94%
- Debt: 0.06%
- Others
As on: 2026-01-31
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About Fund
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth managed by Edelweiss Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹1,452 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundNippon India Nifty Midcap 150 Index Fund Growth | 0 | 2188.15 CR | 0.8 |
| This FundUTI Nifty Next 50 Exchange Traded Fund Growth | 0 | 2274.54 CR | 0.15 |
| This FundEdelweiss Nifty Midcap150 Momentum 50 Index Fund Growth | 0 | 1452.18 CR | 1.11 |
| This FundAditya Birla Sun Life Silver ETF Growth | 0 | 3452.56 CR | 0.35 |
| This FundHDFC Silver ETF Growth | 0 | 8421.6 CR | 0.5 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Nifty Midcap 150 Index Fund Growth | 15.144 | 77.836 |
| This FundUTI Nifty Next 50 Exchange Traded Fund Growth | 12.997 | 77.8663 |
| This FundEdelweiss Nifty Midcap150 Momentum 50 Index Fund Growth | 13.0087 | 78.055 |
| This FundAditya Birla Sun Life Silver ETF Growth | 169.2291 | 319.7604 |
| This FundHDFC Silver ETF Growth | 166.2769 | 321.7042 |
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 : -7.84%
- 6 Months : -5.00%
- 1 Year : 13.01%
- 3 Years : 21.20%
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 ₹1,452 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.
Min Inv Amount: ₹500