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

Edelweiss Nifty Midcap150 Momentum 50 Index IDCW Reinvest Direct Plan

NAV
₹18.7955
-0.47%
(1 Jul)
AUM
991 Cr
TER
0.38%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.2%
+7.2%
+7.2%
+6.8%
+1.6%
3Y
+33.4%
+33.4%
+33.4%
+33.1%
NA
5Y
NA
NA
NA
NA
NA
ALL
+20.7%
+20.7%
+20.7%
+22.3%
+27.9%
VOL
20.8%
20.8%
20.8%
20.1%
19.1%
TER
0.5%
0.5%
0.5%
0.3%
0.4%
AUM
₹231 Cr
₹231 Cr
₹231 Cr
₹487 Cr
₹991 Cr
INFO
0.99
0.99
0.99
1.11
1.46
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 Reinvest (DR)
₹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 May
Top holdings
BSE Ltd
7.7%
Max Healthcare Institute Ltd Ordinary Shares
4.8%
Coforge Ltd
4.7%
Indian Hotels Co Ltd
4.6%
Persistent Systems Ltd
4.6%
PB Fintech Ltd
4.5%
Dixon Technologies (India) Ltd
4.2%
Lupin Ltd
3.8%
The Federal Bank Ltd
3.4%
Fortis Healthcare Ltd
3.2%
Top industry exposure
Financial Services
20.6%
Technology
19.6%
Healthcare
16.4%
Consumer Cyclical
13.5%
Industrials
12.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
92%
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