Fund Overview of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct - Idcw
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₹1,141.7 CrAUM
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₹17.55NAV
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0.38%Expense Ratio
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EquityFund Category
Returns of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct - Idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -1.97% | NA | 4.37% |
| 6 Months | 21.04% | NA | 15.67% |
| 1 Year | -8.21% | -8.21% | -0.50% |
| 2 Year | NA | 21.55% | 23.18% |
Asset Allocation
equities
100.07%debt instruments
0.14%Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct - Idcw is one Equity mutual fund offered by Edelweiss Mutual Fund. Launched on 30 Nov 2022, the fund aims Long Term Capital appreciation l Passive Investment in equity and equity related securities replicating the composition of Nifty Midcap150 Momentum 50 Index , subject to tracking errors. It manages assets worth ₹1,141.7 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.38%. Fund Manager Manager Education Fund Manager Manager EducationAbout Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct - Idcw
The portfolio allocation consists of 100.07% in equities, 0.14% in debt instruments. Managed by Bharat Lahoti, it has delivered a return of -8.21% in the last year, a total return since inception of 23.83%.
Fund Details
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Fund NamesEdelweiss Nifty Midcap150 Momentum 50 Index Fund Direct - Idcw
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Inception Date30 Nov 2022
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Lock InNo Lock-in
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SIP Minimum Investment amount₹ 100
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SWP Minimum Investment amount₹ 100
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STP Minimum Investment amount₹ 100
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RiskPrincipal at very high risk
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Nippon India Growth Mid Cap Fund Direct- Growth  |
₹38,581 | 0.44% | -2.10% | -2.58% | 25.43% | 29.69% |
| HDFC Mid Cap Fund Regular-growth |
₹83,847 | 0.27% | -2.07% | -1.31% | 25.26% | 28.49% |
Edelweiss Mid Cap Fund Regular-growth  |
₹11,027 | -0.53% | -3.68% | -2.43% | 23.91% | 28.39% |
| Baroda Bnp Paribas Midcap Fund Direct-growth |
₹2,183 | 0.67% | -0.77% | -4.78% | 21.25% | 25.72% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Edelweiss Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Edelweiss Mid Cap Fund Regular-growth
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₹11,027 | -0.53% | -3.68% | 12.57% | -2.43% | 23.91% |
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Edelweiss Mid Cap Direct Plan-growth
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₹11,027 | -0.42% | -3.37% | 13.31% | -1.14% | 25.66% |
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Edelweiss Mid Cap Fund Regular-idcw
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₹11,027 | -0.53% | -3.68% | 12.57% | -2.43% | 23.91% |
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Edelweiss Mid Cap Direct Plan-idcw
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₹11,027 | -0.42% | -3.37% | 13.31% | -1.14% | 25.66% |
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Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular - Growth
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₹1,142 | -1.89% | -6.80% | 8.22% | -12.64% | - |
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Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct - Growth
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₹1,142 | -1.84% | -6.64% | 8.60% | -12.04% | - |
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Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular - Idcw
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₹1,142 | -1.89% | -6.80% | 8.22% | -12.64% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Tax Information
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹83,847 | ₹192.68 | 25.26% | 28.49% | 17.81% |
| Nippon India Growth Mid Cap Fund Direct- Growth |
₹38,581 | ₹4,524.33 | 25.43% | 29.69% | 18.78% |
| Edelweiss Mid Cap Fund Regular-growth |
₹11,027 | ₹99.63 | 23.91% | 28.39% | 17.74% |
| Baroda Bnp Paribas Midcap Fund Direct-growth |
₹2,183 | ₹119.89 | 21.25% | 25.72% | 16.66% |
| DSP Nifty Midcap 150 Quality 50 Etf - Growth |
₹104 | ₹244.48 | 13.25% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Max Healthcare Institute Ltd | Healthcare | 5.13% | ₹58.58 Cr |
| Max Financial Services Ltd | Financial | 4.49% | ₹51.23 Cr |
| Bse Ltd | Financial | 4.44% | ₹50.70 Cr |
| Suzlon Energy Ltd | Industrials | 4.29% | ₹48.93 Cr |
| Solar Industries India Ltd | Materials | 3.74% | ₹42.66 Cr |
| Coforge Ltd | Technology | 3.73% | ₹42.56 Cr |
| Coromandel International Ltd | Materials | 3.39% | ₹38.67 Cr |
| Srf Ltd | Materials | 3.33% | ₹38.05 Cr |
| Persistent Systems Ltd | Technology | 3.12% | ₹35.66 Cr |
| Hdfc Asset Management Company Ltd | Financial | 3.08% | ₹35.12 Cr |
| One 97 Communications Ltd | Industrials | 3.04% | ₹34.73 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 3.03% | ₹34.54 Cr |
| Fortis Healthcare Ltd | Healthcare | 2.80% | ₹31.95 Cr |
| Jk Cement Ltd | Materials | 2.58% | ₹29.43 Cr |
| Hitachi Energy India Ltd | Industrials | 2.37% | ₹27.00 Cr |
| Sbi Cards & Payments Services Ltd | Financial | 2.35% | ₹26.87 Cr |
| Pb Fintech Ltd | Financial | 2.25% | ₹25.65 Cr |
| Upl Ltd | Materials | 2.16% | ₹24.63 Cr |
| Marico Ltd | Consumer Staples | 2.15% | ₹24.56 Cr |
| Au Small Finance Bank Ltd | Financial | 2.11% | ₹24.04 Cr |
| Indus Towers Ltd | Technology | 1.98% | ₹22.59 Cr |
| The Federal Bank Ltd | Financial | 1.97% | ₹22.44 Cr |
| Lloyds Metals And Energy Ltd | Materials | 1.97% | ₹22.44 Cr |
| Sundaram Finance Ltd | Financial | 1.95% | ₹22.26 Cr |
| Mazagon Dock Shipbuilders Ltd | Industrials | 1.92% | ₹21.90 Cr |
| Muthoot Finance Ltd | Financial | 1.82% | ₹20.73 Cr |
| Apl Apollo Tubes Ltd | Industrials | 1.76% | ₹20.14 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 1.75% | ₹20.03 Cr |
| Lupin Ltd | Healthcare | 1.75% | ₹19.99 Cr |
| Page Industries Ltd | Consumer Discretionary | 1.71% | ₹19.48 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 1.64% | ₹18.68 Cr |
| Mrf Ltd | Consumer Discretionary | 1.63% | ₹18.64 Cr |
| Bharat Dynamics Ltd | Industrials | 1.36% | ₹15.51 Cr |
| Bharti Hexacom Ltd. | Technology | 1.22% | ₹13.96 Cr |
| Jubilant Foodworks Ltd | Consumer Discretionary | 1.21% | ₹13.87 Cr |
| Berger Paints India Ltd | Materials | 1.06% | ₹12.10 Cr |
| Abbott India Ltd | Healthcare | 1.00% | ₹11.39 Cr |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | 0.90% | ₹10.27 Cr |
| Dalmia Bharat Ltd | Materials | 0.88% | ₹10.10 Cr |
| L&t Finance Holdings Ltd | Financial | 0.87% | ₹9.97 Cr |
| Indian Bank | Financial | 0.85% | ₹9.67 Cr |
| Kpr Mills Ltd | Consumer Discretionary | 0.71% | ₹8.06 Cr |
| Ipca Laboratories Ltd | Healthcare | 0.68% | ₹7.81 Cr |
| Kalyan Jewellers India Ltd | Consumer Discretionary | 0.67% | ₹7.64 Cr |
| Indraprastha Gas Ltd | Energy & Utilities | 0.65% | ₹7.38 Cr |
| Biocon Ltd | Healthcare | 0.60% | ₹6.88 Cr |
| Uno Minda Ltd | Consumer Discretionary | 0.60% | ₹6.84 Cr |
| Crisil Ltd | Industrials | 0.53% | ₹6.02 Cr |
| Rail Vikas Nigam Ltd | Industrials | 0.52% | ₹5.91 Cr |
| Godrej Industries Ltd | Diversified | 0.33% | ₹3.81 Cr |
| Others Cblo | Unspecified | 0.14% | ₹1.61 Cr |
| Cash | Unspecified | 0.00% | ₹0.00 Cr |
| Net Payables | Unspecified | -0.21% | ₹-1.99 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Nippon India Growth Mid Cap Fund Direct- Growth |
₹4,524.33 | 25.43% | 29.69% | - |
| HDFC Mid Cap Fund Regular-growth |
₹192.68 | 25.26% | 28.49% | 198.74 |
| Edelweiss Mid Cap Fund Regular-growth |
₹99.63 | 23.91% | 28.39% | 103.98 |
| Baroda Bnp Paribas Midcap Fund Direct-growth |
₹119.89 | 21.25% | 25.72% | - |
growth is based on 5Y returns of the funds
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct - Idcw
What is the current AUM of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct - Idcw?
As of Thu Jul 31, 2025, Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct - Idcw manages assets worth ₹1,141.7 crore
How has Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct - Idcw performed recently?
- 3 Months: -1.97%
- 6 Months: 21.04%
What is the long-term performance of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct - Idcw?
- Since Inception: 23.83%
What is the portfolio composition of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct - Idcw?
Equity: 100.07%, Debt: 0.14%, Others: -0.21%.
Who manages Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct - Idcw?
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct - Idcw is managed by Bharat Lahoti from Edelweiss Mutual Fund.
What is the market-cap allocation of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct - Idcw?
Large Cap: 62.53%, Mid Cap: 37.47%.
Which are the top companies Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct - Idcw has invested in?
- Max Healthcare Institute Ltd – 5.13% of the fund's portfolio
- Max Financial Services Ltd – 4.49% of the fund's portfolio
- BSE Ltd – 4.44% of the fund's portfolio
- Suzlon Energy Ltd – 4.29% of the fund's portfolio
- Solar Industries India Ltd – 3.74% of the fund's portfolio
Which are the major sectors Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct - Idcw focuses on?
- Financial – 26.18% of the fund's portfolio
- Materials – 19.11% of the fund's portfolio
- Industrials – 15.79% of the fund's portfolio
- Healthcare – 12.86% of the fund's portfolio
- Consumer Discretionary – 11.31% of the fund's portfolio
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