Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth

Equity
Mid Cap
Very High Risk
+24.05%
3Y annualised
+0.63% 1D
1M
6M
1Y
3Y
All
NAV: 20 Feb '26
₹17.92
Min. for SIP
Not Supported
Fund size
₹1,380.70 Cr
Expense ratio
1.11%

Holdings (50)

NameSectorInstrumentsAssets
BSE Ltd.ServicesEquity5.34%
Hero Motocorp Ltd.AutomobileEquity4.96%
Muthoot Finance Ltd.FinancialEquity4.93%
The Federal Bank Ltd.FinancialEquity4.57%
AU Small Finance Bank Ltd.FinancialEquity4.57%
Cummins India Ltd.Capital GoodsEquity3.78%
Ashok Leyland Ltd.AutomobileEquity3.75%
L&T Finance Ltd.FinancialEquity3.38%
One97 Communications Ltd.ServicesEquity3.19%
Max Financial Services Ltd.FinancialEquity2.92%
Fortis Healthcare Ltd.HealthcareEquity2.85%
Aditya Birla Capital Ltd.FinancialEquity2.81%
IDFC First Bank Ltd.FinancialEquity2.75%
Indian BankFinancialEquity2.69%
FSN E-Commerce Ventures Ltd.ServicesEquity2.55%
GE Vernova T&D India LtdCapital GoodsEquity2.50%
UPL Ltd.ChemicalsEquity2.49%
HDFC Asset Management Company Ltd.FinancialEquity2.42%
GMR Airports Ltd.ConstructionEquity2.24%
Persistent Systems Ltd.TechnologyEquity2.17%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity1.92%
Indus Towers Ltd.CommunicationEquity1.88%
Glenmark Pharmaceuticals Ltd.HealthcareEquity1.84%
Coforge Ltd.TechnologyEquity1.83%
National Aluminium Company Ltd.Metals & MiningEquity1.78%
SRF Ltd.ChemicalsEquity1.64%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.64%
Lupin Ltd.HealthcareEquity1.45%
Vodafone Idea Ltd.CommunicationEquity1.43%
Polycab India Ltd.Capital GoodsEquity1.42%
Hitachi Energy India Ltd.Capital GoodsEquity1.30%
MRF Ltd.AutomobileEquity1.27%
Marico Ltd.Consumer StaplesEquity1.18%
UNO Minda Ltd.AutomobileEquity1.12%
Bank of IndiaFinancialEquity1.08%
Jindal Stainless Ltd.Metals & MiningEquity1.07%
Coromandel International Ltd.ChemicalsEquity1.07%
JK Cement Ltd.ConstructionEquity1.04%
APL Apollo Tubes Ltd.Metals & MiningEquity0.93%
Sundaram Finance Ltd.FinancialEquity0.91%
Biocon Ltd.HealthcareEquity0.86%
SBI Cards And Payment Services Ltd.FinancialEquity0.75%
Nippon Life India Asset Management Ltd.FinancialEquity0.68%
AIA Engineering Ltd.Metals & MiningEquity0.61%
Dalmia Bharat Ltd.ConstructionEquity0.46%
3M India Ltd.Consumer StaplesEquity0.41%
Berger Paints India Ltd.ChemicalsEquity0.40%
Abbott India Ltd.HealthcareEquity0.37%
Bharti Hexacom Ltd.CommunicationEquity0.37%
Indraprastha Gas Ltd.EnergyEquity0.37%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns-0.2%+12.5%+24.1%+19.8%
Category average (Equity Mid Cap)-0.0%+2.0%+21.6%--
Rank (Equity Mid Cap)--4418--

Exit load, stamp duty and tax

Exit load

Exit load of 0.50%, if redeemed within 30 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
Nippon India Growth Mid Cap Fund Growth
Nippon India Growth Mid Cap Fund Growth
+19.05%+26.18%41,727.36
HDFC Mid Cap Fund Growth
HDFC Mid Cap Fund Growth
+18.61%+25.88%92,186.87
WhiteOak Capital Mid Cap Fund Growth
WhiteOak Capital Mid Cap Fund Growth
+17.47%+25.59%4,467.89
Sundaram Mid Cap Fund Growth
Sundaram Mid Cap Fund Growth
+18.34%+24.85%12,917.24
Motilal Oswal Midcap Fund Growth
Motilal Oswal Midcap Fund Growth
-1.72%+22.32%34,432.18
Compare

Fund management

BJ
Bhavesh Jain
Nov 2022 - Present
View details

Education
Mr. Jain is a MMS (Finance) from Mumbai University.
Experience
Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Also manages these schemes

BL
Bharat Lahoti
Nov 2022 - Present
View details

Education
Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
Experience
Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
Also manages these schemes

About Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth is a Equity Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008. Bhavesh Jain is the Current Fund Manager of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,69,379 Cr and the Latest NAV as of 20 Feb 2026 is ₹17.92. The Edelweiss Nifty Midcap150 Momentum 50 Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Exit load of 0.50%, if redeemed within 30 days. ;

Investment Objective

The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Midcap150 Momentum 50 Index subject to tracking errors.
Fund benchmarkNIFTY Midcap 150 Momentum 50 Total Return Index

Fund house

Rank (total assets)#15 in India
Total AUM₹1,69,378.51 Cr
Date of Incorporation30 Apr 2008
Phone+91 22 4093 3400
E-mailNA
Launch Date30 Apr 2008
AddressEdelweiss HouseOff C.S.T. Road,Kalina Mumbai 400098
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,