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  • Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,333 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 ₹17.7774 NAV as of Apr 17,2026 and returns since inception of 87.02%. Minimum investments start at SIP ₹100. The Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth AUM is ₹1,333 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 7.67% returns, against a category average of -0.25% and a category best of 15.13%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.67-0.2515.13
6M-1.960.6152.04
1Y8.494.41155.60
3Y23.2112.89220.32

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 managed by Edelweiss Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹1,333 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
This FundNavi Nifty India Manufacturing Index Fund Growth067.24 CR1.01
This FundICICI Prudential BSE Midcap Select ETF Growth086.44 CR0.15
This FundEdelweiss Nifty Midcap150 Momentum 50 Index Fund Growth01333.36 CR1.11
This FundKotak Silver ETF Growth03319.12 CR0.35
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundNavi Nifty India Manufacturing Index Fund Growth19.178485.6888
This FundICICI Prudential BSE Midcap Select ETF Growth12.092786.7929
This FundEdelweiss Nifty Midcap150 Momentum 50 Index Fund Growth8.490587.024
This FundKotak Silver ETF Growth154.5781219.418
This FundICICI Prudential Silver ETF Growth155.2093220.3189

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 : 7.67%
  • 6 Months : -1.96%
  • 1 Year : 8.49%
  • 3 Years : 23.21%
Returns of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 17.7774 as on Apr 17,2026. Since inception, the return has been 87.02%.

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 ₹1,333 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