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
₹16.4316
+0.11%
(28 Mar)
AUM
696 Cr
TER
0.46%
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
+8.2%
+8.2%
+8.2%
+8.2%
+4.9%
3Y
+20.7%
+20.8%
+20.8%
+20.8%
NA
5Y
NA
NA
NA
NA
NA
ALL
+21.3%
+21.2%
+21.2%
+21.2%
+23.8%
VOL
16.9%
16.8%
16.8%
16.8%
18.6%
TER
0.3%
0.4%
0.4%
0.4%
0.5%
AUM
₹1,417 Cr
₹283 Cr
₹283 Cr
₹283 Cr
₹696 Cr
INFO
1.26
1.26
1.26
1.26
1.28
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 28th Feb
Top holdings
BSE Ltd
5.3%
Persistent Systems Ltd
5.2%
Indian Hotels Co Ltd
5.2%
Max Healthcare Institute Ltd Ordinary Shares
5.0%
Coforge Ltd
4.9%
Dixon Technologies (India) Ltd
4.8%
PB Fintech Ltd
4.5%
Lupin Ltd
4.4%
The Federal Bank Ltd
3.6%
Fortis Healthcare Ltd
3.3%
Top industry exposure
Technology
21.1%
Financial Services
18.2%
Healthcare
18.1%
Consumer Cyclical
14.9%
Industrials
11.5%
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