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
₹16.1509
-0.86%
(12 Apr)
AUM
194 Cr
TER
0.14%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+75.0%
+70.6%
+70.6%
+62.4%
+62.4%
3Y
NA
+28.4%
+28.4%
+27.0%
+27.0%
5Y
NA
NA
NA
NA
NA
ALL
+43.1%
+37.9%
+37.9%
+27.7%
+27.7%
VOL
14.2%
17.6%
17.6%
15.9%
15.9%
TER
0.1%
0.3%
0.3%
0.4%
0.4%
AUM
₹194 Cr
₹1,197 Cr
₹1,197 Cr
₹169 Cr
₹169 Cr
INFO
3.03
2.15
2.15
1.74
1.74
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 29th Feb
Top holdings
Lupin Ltd
5.1%
REC Ltd
4.9%
Power Finance Corp Ltd
4.7%
Aurobindo Pharma Ltd
4.4%
Bharat Heavy Electricals Ltd
3.9%
Indian Railway Finance Corp Ltd Ordinary Shares
3.5%
Jindal Stainless Ltd
3.4%
Persistent Systems Ltd
3.0%
HDFC Asset Management Co Ltd
3.0%
Polycab India Ltd
3.0%
Top industry exposure
Financial Services
29.2%
Healthcare
19.5%
Industrials
13.5%
Basic Materials
12.8%
Real Estate
9.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
166%
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