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- Edelweiss Nifty Midcap150 Momentum 50 Index Fund (Growth)
Edelweiss Nifty Midcap150 Momentum 50 Index Fund (Growth)
₹ 13.1536
NAV (Nov 24)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.1536
NAV (Nov 24)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 31.5% |
6 Month CAGR | 31.6% |
Scheme Information
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.
Expense Ratio | 0.92 |
Launched (1y ago) | Nov 30, 2022 |
AUM in Crores | 75.603 |
ISIN | INF754K01PZ7 |
Lock-in | No Lock-in |
Benchmark | Nifty Midcap 150 Momentum 50 |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
power finance corp ltd
5.5%tvs motor co ltd
5.4%rec ltd
5.3%cg power & industrial solutions ltd
4.5%indian hotels co ltd
4.3%Allocation by Sector
financial services
29%industrials
25.4%consumer cyclical
21.3%healthcare
10.1%basic materials
8.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,693 cr | ||
₹ 11,883 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Edelweiss Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.8% | 4.7% | ||
- | 4.8% | ||
5.1% | 7.1% | ||
5.1% | 7.1% | ||
4.8% | 4.7% |
Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G) Review
Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 31.5% over a period of 0 years. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Bharat Lahoti, Bhavesh Jain.
Nav of Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G) as of 11/24/2023 is ₹13.15 with the total AUM as of 11/29/2023 is ₹75.603. 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 Nov 30, 2022. The category risk of the fund is Very High Risk.
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.
Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G) is rated as a 0 fund in Equity and delivered null% 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)?
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, Edelweiss Nifty Midcap150 Momentum 50 Index Fund (G) is a Not Reviewed Yet fund. You can investEdelweiss Nifty Midcap150 Momentum 50 Index Fund (G) fund 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 0.92% for regular plan.