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  • Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G)
Edelweiss Mutual Funds

Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G)

EquityMid Cap

19.4567

NAV (Oct 10)

43.075%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

19.4567

NAV (Oct 10)

Fund Returns

Last 1Y
60.5%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
43.1%
6 Month CAGR
21.3%

Scheme Information

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.

Expense Ratio
1.1
Launched (0y ago)
1.1
AUM in Crores
636.6
ISIN
INF754K01PZ7
Lock-in
-
Benchmark
NIFTY Midcap 150 Momentum 50 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Bharat Lahoti

Fund Manager

Bhavesh Jain

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G)70%41,73,790 34,41,17860.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-12-21

Top Stock Holdings

Cummins India Ltd.

4.6%
4.57%

Dixon Technologies (India) Ltd.

4.5%
4.46%

Bharat Heavy Electricals Ltd.

4.2%
4.22%

Oil India Ltd.

3.3%
3.29%

Rail Vikas Nigam Ltd.

3.2%
3.22%
See all holdings

Allocation by Sector

Capital Goods

25.9%
25.92%

Construction

15.1%
15.05%

Energy

11.6%
11.64%

Healthcare

8.3%
8.29%

Financial

7.4%
7.39%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

Edelweiss Mutual Fund

Edelweiss Asset Management Company was established in August 2008. They manage a total AUM of Rs. 11,841 invested in over 84 schemes with over 11 distribution centres accross the Country. They offer various products in equity,debt and liquid categories.amc-img
phone-img+91 22 4093 3400
Fund NameScripbox Opinion
Till Date CAGR

-

6.5%

6.4%

5.8%

6.5%

7.6%

9.5%

16.5%

11.9%

11.3%

Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G) Review

Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 43.075% over a period of 1 years. The fund is managed by Edelweiss Mutual Fund. The fund managers are Bharat Lahoti, Bhavesh Jain.

Nav of Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G) as of 10/10/2024 is ₹19.46 with the total AUM as of 10/11/2024 is ₹636.646. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G) was launched on 2022-11-30. The category risk of the fund is null.

The minimum SIP amount for Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Midcap 150 Momentum 50 Total Return Index.

It is rated as a null fund in Equity and delivered 60.541% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G).

Frequently Asked Questions

What is Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G)?

It is a Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G)?

You can invest in Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G)?

The minimum sip amount for Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G) good to invest in?

As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G)?

The expense ratio of the Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G) is 1.1% for regular plan.

What is the NAV of Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G)?

Today's Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G) NAV is ₹19.46.