Edelweiss Nifty Midcap150 Momentum 50 Index IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Edelweiss Nifty Midcap150 Momentum 50 Index IDCW Payout Direct Plan

NAV
₹17.3718
-1.81%
(23 Jan)
AUM
1,407 Cr
TER
0.43%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+9.2%
+9.2%
-0.3%
-0.3%
-4.3%
3Y
+23.1%
+23.1%
+22.7%
+22.7%
+22.5%
5Y
NA
NA
NA
NA
NA
ALL
+19.6%
+19.6%
+19.2%
+19.2%
+14.7%
VOL
16.9%
16.9%
18.1%
18.1%
20.2%
TER
0.3%
0.3%
0.4%
0.4%
0.5%
AUM
₹584 Cr
₹584 Cr
₹1,407 Cr
₹1,407 Cr
₹256 Cr
INFO
1.16
1.16
1.06
1.06
0.73
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Edelweiss Nifty Midcap150 Momentum 50 Index IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
Hero MotoCorp Ltd
5.0%
BSE Ltd
5.0%
Muthoot Finance Ltd
4.8%
AU Small Finance Bank Ltd
4.4%
Cummins India Ltd
4.0%
The Federal Bank Ltd
3.9%
L&T Finance Ltd
3.7%
One97 Communications Ltd
3.6%
Ashok Leyland Ltd
3.3%
Max Financial Services Ltd
3.0%
Top industry exposure
Financial Services
40.7%
Industrials
17.6%
Consumer Cyclical
10.5%
Basic Materials
8.9%
Technology
7.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
115%
Lock-in period
-
Exit load
• 0.5% for redemption within 30 days
Fund objective
The investment objective of the scheme is to provide returns before expenses that closely correspond to the total returns of the Nifty Midcap150 Momentum 50 Index subject to tracking errors.
Fund manager(s)
Bhavesh Jain
Bharat Lahoti

FAQs