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Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth Return

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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)

₹1,586 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

Summary

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth NAV is ₹17.9113 as of 16 May, 2026. Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth has delivered 78.05% returns since its launch. The minimum SIP investment amount in Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth is ₹100. The AUM of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth is ₹1,586 Cr. The expense ratio of the fund is 1.11%, and its benchmark is NIFTY Midcap150 Momentum 50 Total Return. The current exit load of the fund is 0.50% for redemption Within 30 days.. In the last 1M months, Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth has delivered 2.29% returns.

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.29-0.0121.20
6M-2.791.0074.47
1Y2.404.28191.16
3Y21.2011.91285.65

Portfolio Analysis

  • Equity: 99.77%
  • Debt: 0.23%
  • Others
As on: 2026-03-31
View allocation % by

1. The Federal Bank Ltd.4.57%
2. AU Small Finance Bank Ltd.4.35%
3. IDFC First Bank Ltd.2.14%

1. Muthoot Finance Ltd.4.51%
2. L&T Finance Ltd.3.15%
3. Mahindra & Mahindra Financial Services Ltd1.62%
4. Sundaram Finance Ltd.0.83%
5. SBI Cards & Payment Services Ltd.0.70%

1. BSE Ltd.5.68%

1. Max Financial Services Ltd.2.99%
2. Aditya Birla Capital Ltd.2.68%

1. Glenmark Pharmaceuticals Ltd.2.16%
2. Lupin Ltd.1.73%
3. Biocon Ltd.0.94%
4. Abbott India Ltd.0.39%

1. Hero MotoCorp Ltd.5.03%

1. Cummins India Ltd.4.59%

1. Indian Bank2.77%
2. Bank of India1.00%

1. Persistent Systems Ltd.1.95%
2. Coforge Ltd.1.37%

1. Ashok Leyland Ltd.3.26%

1. GE Vernova T&D India Limited3.13%

1. HDFC Asset Management Company Ltd.2.37%
2. Nippon Life India Asset Management Ltd.0.69%

1. One 97 Communications Ltd.2.98%

1. Fortis Healthcare Ltd.2.95%

1. FSN E-Commerce Ventures Ltd.2.80%

1. GMR Airports Ltd.2.24%

1. UPL Ltd.2.23%

1. National Aluminium Company Ltd.1.98%

1. Indus Towers Ltd.1.96%

1. Hitachi Energy India Ltd.1.85%

1. Vodafone Idea Ltd.1.21%
2. Bharti Hexacom Ltd.0.40%

1. SRF Ltd.1.57%

1. Polycab India Ltd.1.54%

1. JK Cement Ltd.1.06%
2. Dalmia Bharat Ltd.0.44%

1. Hindustan Petroleum Corporation Ltd.1.43%

1. MRF Ltd.1.37%

1. Marico Ltd.1.32%

1. UNO Minda Ltd.1.09%

1. Jindal Stainless Ltd.1.02%

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 ₹1,586 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
ICICI Prudential BSE Midcap Select ETF Growth0100.25 CR0.15
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth01585.71 CR1.11
DSP Silver ETF Growth01710.79 CR
ICICI Prudential Silver ETF Growth014714.8 CR0.4
Fund Name1Y3Y
This FundICICI Prudential BSE Midcap Select ETF Growth6.479277.5426
This FundEdelweiss Nifty Midcap150 Momentum 50 Index Fund Growth2.403578.0533
This FundDSP Silver ETF Growth190.9771284.4902
This FundICICI Prudential Silver ETF Growth191.1573285.6512

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 : 2.29%
  • 6 Months : -2.79%
  • 1 Year : 2.40%
  • 3 Years : 21.20%
Returns of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 17.9113 as on May 14,2026. Since inception, the return has been 78.05%.

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 ₹1,586 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.