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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(%)
1M1.81-0.2015.92
6M3.271.7330.44
1Y4.134.2497.16
3Y17.5410.63192.87

Portfolio Analysis

  • Equity: 99.65%
  • Debt: 0.35%
  • Others
As on: 2026-06-30
View allocation % by

1. Laurus Labs Ltd.4.82%
2. Lupin Ltd.2.55%
3. Aurobindo Pharma Ltd.2.16%
4. Glenmark Pharmaceuticals Ltd.1.98%
5. Biocon Ltd.1.32%
6. Ajanta Pharma Ltd.0.60%

1. Multi Commodity Exchange Of India Ltd.5.64%
2. BSE Ltd.5.02%

1. The Federal Bank Ltd.4.68%
2. AU Small Finance Bank Ltd.2.69%
3. IndusInd Bank Ltd.2.13%

1. Polycab India Ltd.3.64%
2. KEI Industries Ltd.2.03%

1. GE Vernova T&D India Limited4.94%

1. Hitachi Energy India Ltd.3.91%

1. Bharat Forge Ltd.3.56%

1. Vodafone Idea Ltd.2.68%
2. Tata Communications Ltd.0.85%

1. Bharat Heavy Electricals Ltd.3.50%

1. National Aluminium Company Ltd.3.06%

1. Aditya Birla Capital Ltd.1.65%
2. Max Financial Services Ltd.1.24%

1. Bank of Maharashtra1.14%
2. Indian Bank1.05%
3. Bank of India0.47%

1. JSW Energy Ltd.1.70%
2. NLC India Ltd.0.74%

1. Marico Ltd.2.29%

1. Fortis Healthcare Ltd.2.05%

1. Indus Towers Ltd.2.00%

1. Steel Authority of India Ltd.1.86%

1. Apar Industries Ltd.1.67%

1. Thermax Ltd.1.66%

1. Ashok Leyland Ltd.1.60%

1. FSN E-Commerce Ventures Ltd.1.58%

1. NMDC Ltd.1.43%

1. Lloyds Metals And Energy Ltd.1.39%

1. Radico Khaitan Ltd.1.39%

1. L&T Finance Ltd.1.27%

1. One 97 Communications Ltd.1.25%

1. Oracle Financial Services Software Ltd.1.21%

1. GMR Airports Ltd.1.16%

1. Nippon Life India Asset Management Ltd.1.14%

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
Tata Nifty Midcap 150 Momentum 50 Index Fund Growth01,201 CR1.01
ICICI Prudential Nifty Infrastructure ETF Growth0417 CR0.5
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth01,723 CR1.11
Kotak Silver ETF Growth03,461 CR0.35
ICICI Prudential Silver ETF Growth013,863 CR0.4
Fund Name1Y3Y
This FundTata Nifty Midcap 150 Momentum 50 Index Fund Growth3.802760.1724
This FundICICI Prudential Nifty Infrastructure ETF Growth6.400460.9079
This FundEdelweiss Nifty Midcap150 Momentum 50 Index Fund Growth4.1362.3806
This FundKotak Silver ETF Growth95.8774192.1508
This FundICICI Prudential Silver ETF Growth96.1656192.8733

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 : 1.81%
  • 6 Months : 3.27%
  • 1 Year : 4.13%
  • 3 Years : 17.54%
Returns of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 18.2519 as on Aug 03,2026. Since inception, the return has been 62.38%.

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.