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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)

₹1,676 Cr

Lock In Period

N/A

Expense Ratio

1.05

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 ₹18.3735 as of 25 Jun, 2026. Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth has delivered 74.89% 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 ₹1,676 Cr. The expense ratio of the fund is 1.05%, 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 2.10% returns.

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.10-0.228.83
6M1.391.4236.24
1Y1.244.03109.58
3Y20.4811.52222.68

Portfolio Analysis

  • Equity: 99.98%
  • Debt: 0.02%
  • Others
As on: 2026-05-31
View allocation % by

1. The Federal Bank Ltd.4.38%
2. AU Small Finance Bank Ltd.4.37%
3. IDFC First Bank Ltd.2.24%

1. Muthoot Finance Ltd.4.11%
2. L&T Finance Ltd.3.23%
3. Mahindra & Mahindra Financial Services Ltd1.48%
4. Sundaram Finance Ltd.0.69%
5. SBI Cards & Payment Services Ltd.0.59%

1. BSE Ltd.7.55%

1. Max Financial Services Ltd.2.89%
2. Aditya Birla Capital Ltd.2.86%

1. Cummins India Ltd.5.16%

1. Glenmark Pharmaceuticals Ltd.1.98%
2. Lupin Ltd.1.46%
3. Biocon Ltd.0.96%
4. Abbott India Ltd.0.35%

1. Hero MotoCorp Ltd.4.20%

1. GE Vernova T&D India Limited3.81%

1. Persistent Systems Ltd.1.79%
2. Coforge Ltd.1.50%

1. HDFC Asset Management Company Ltd.2.46%
2. Nippon Life India Asset Management Ltd.0.81%

1. Indian Bank2.35%
2. Bank of India0.88%

1. One 97 Communications Ltd.2.99%

1. Fortis Healthcare Ltd.2.96%

1. Ashok Leyland Ltd.2.83%

1. FSN E-Commerce Ventures Ltd.2.69%

1. Hitachi Energy India Ltd.2.53%

1. GMR Airports Ltd.2.28%

1. UPL Ltd.2.18%

1. Vodafone Idea Ltd.1.71%
2. Bharti Hexacom Ltd.0.34%

1. National Aluminium Company Ltd.1.87%

1. Polycab India Ltd.1.84%

1. Indus Towers Ltd.1.78%

1. SRF Ltd.1.51%

1. Hindustan Petroleum Corporation Ltd.1.45%

1. JK Cement Ltd.0.93%
2. Dalmia Bharat Ltd.0.38%

1. Marico Ltd.1.27%

1. MRF Ltd.1.13%

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 ₹1,676 Crore. The fund benchmarks its performance against the NIFTY Midcap150 Momentum 50 Total Return while maintaining an expense ratio of 1.05. 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 Nifty Financial Services Ex-BaNk ETF Growth0282.08 CR0.2
IDBI Nifty 50 Index Fund Growth0207.73 CR0.9
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth01675.75 CR1.05
ICICI Prudential Silver ETF Growth015985.7 CR0.4
Axis Silver ETF Growth02163.42 CR0.42
Fund Name1Y3Y
This FundICICI Prudential Nifty Financial Services Ex-BaNk ETF Growth5.874973.8217
This FundIDBI Nifty 50 Index Fund Growth16.163673.9956
This FundEdelweiss Nifty Midcap150 Momentum 50 Index Fund Growth1.243774.8883
This FundICICI Prudential Silver ETF Growth109.5807222.6101
This FundAxis Silver ETF Growth108.9684222.6773

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 1.05. 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 : 2.10%
  • 6 Months : 1.39%
  • 1 Year : 1.24%
  • 3 Years : 20.48%
Returns of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 18.3735 as on Jun 24,2026. Since inception, the return has been 74.89%.

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 ₹1,676 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.