Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth

Other
Index
Very High Risk
1M
All
NAV: 01 Feb 2023₹9.24
Min. SIP amountNot Supported
RatingNA
Fund size₹17.97Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Other Index
Absolute returns
1M3M6MAll
Fund returnsNANANA-4.6%
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms

Holdings (50)

NameSectorInstrumentAssets
The Federal Bank Ltd.FinancialEquity5.1%
The Indian Hotels Company Ltd.ServicesEquity5.0%
Varun Beverages Ltd.Consumer StaplesEquity4.9%
Tube Investments Of India Ltd.AutomobileEquity4.9%
TVS Motor Company Ltd.AutomobileEquity4.8%
Trent Ltd.ServicesEquity4.5%
Cummins India Ltd.Capital GoodsEquity3.9%
Canara BankFinancialEquity3.8%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity3.8%
Yes Bank Ltd.FinancialEquity3.5%
See All

Expense ratio, exit load and tax

Expense ratio: 1.02%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

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

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

Fund house & investment objective

Fund house contact details

Address
801- 802 & 803 - 8th Floor,Windsor Off C.S.T. Road,Kalina-Santacruz (E), Mumbai 400098
Phone
40933400 / 1800-425-0090
Launch Date
30 Apr 2008
Website
NA
Edelweiss Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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