Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-IDCW

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -2.43%
NAV: ₹18.35 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-IDCW

  • ₹1,728.4 Cr
    AUM
  • ₹18.35
    NAV
  • 0.74%
    Expense Ratio
As on Thu Nov 05, 2026
Calculate your Returns
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₹

Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-IDCW Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -2.43% NA NA
6 Months 0.90% NA NA
1 Year -0.14% -0.14% NA
2 Years -1.63% -0.82% NA
3 Years 48.71% 14.14% NA
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As on Thu Nov 05, 2026

Asset Allocation of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-IDCW

equities

99.97%

debt instruments

0.12%
Large Cap: 20.63%
Mid Cap: 79.37%
Small Cap: 0.00%
Other: 0.00%
Top Holdings
Bse Ltd
7.55%
Laurus Labs Ltd
7.02%
Laurus Labs Ltd
7.02%
Laurus Labs Ltd
6.32%
Laurus Labs Ltd
6.32%
 
Top Sectors
Financial
77.67%
Healthcare
45.63%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-IDCW

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 ₹1,728.4 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.74%.
The portfolio allocation consists of 99.97% in equities, 0.12% in debt instruments.Managed by Bharat Lahoti, it has delivered a return of -0.14% in the last year, a total return since inception of 16.68%.
Depending on risk tolerance investors often review best sip to invest during the overall investment planning.

Read more
  • Bhavesh Jain

    Fund Manager

  • Mr. Jain is a MMS (Finance) from Mumbai University.

    Manager Education

  • Bharat Lahoti

    Fund Manager

  • Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies

    Manager Education

Key Metrics of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-IDCW

  • Standard Deviation
    20.37%
  • Mean
    14.48%
  • Sharpe Ratio
    0.44%
  • Alpha
    2.86%
  • Beta
    1.18%
  • Sortino Ratio
    0.59%

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-IDCW Fund Details

Fund Names Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-IDCW
Inception Date 30 Nov 2022
Lock In No Lock-in
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

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Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-IDCW Fund Returns Comparison

Compare Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-IDCW with other mutual funds in the same category

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-IDCW

ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth

ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth trend ₹3,114 6.78% -3.98% -2.54% 10.70% 9.31%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth trend ₹1,470 4.53% -5.45% -2.30% 9.87% 9.07%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-Growth trend ₹1,121 7.04% -3.63% -2.60% 10.50% 9.06%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-IDCW trend ₹1,121 7.04% -3.63% -2.60% 10.50% 9.06%
Edelweiss Nifty 100 Quality 30 Index Fund Direct-Growth trend ₹111 7.42% -1.31% 0.78% 10.14% 8.80%
Edelweiss Nifty 100 Quality 30 Index Fund Direct-IDCW trend ₹111 7.42% -1.31% 0.78% 10.14% 8.80%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-Growth trend ₹749 4.59% -4.98% -2.37% 9.71% 8.79%
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-IDCW trend ₹749 4.59% -4.98% -2.37% 9.71% 8.79%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-Growth trend ₹1,121 7.00% -3.74% -3.04% 10.10% 8.59%
ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-IDCW trend ₹1,121 7.00% -3.74% -3.04% 10.10% 8.59%
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increase 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
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-Growth increase ₹1,728 2.32% -2.43% 0.90% -0.14% 14.14%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-Growth increase ₹1,728 2.27% -2.58% 0.59% -0.77% 13.36%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW increase ₹1,728 2.27% -2.58% 0.59% -0.77% 13.36%
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Direct-Growth increase ₹602 0.27% -3.13% -4.76% -5.50% -
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Regular-Growth increase ₹602 0.21% -3.29% -5.08% -6.13% -
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Regular-IDCW increase ₹602 0.21% -3.29% -5.08% -6.13% -
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Direct-IDCW increase ₹602 0.27% -3.13% -4.76% -5.50% -
Edelweiss Nifty 100 Quality 30 Index Fund Direct-Growth increase ₹111 7.42% -1.31% 2.25% 0.78% 10.14%
Edelweiss Nifty 100 Quality 30 Index Fund Regular-Growth increase ₹111 7.36% -1.46% 1.94% 0.14% 9.46%
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increase growth is based on 1-month returns of the funds

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-IDCW Calculator

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You can also get Tax Free Maturity/ Returns?

Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
UTI Nifty200 Momentum 30 Index Fund Regular-Growth trend ₹7,962 ₹20.18 9.42% 7.57% -
UTI Nifty200 Momentum 30 Index Fund Direct-Growth trend ₹7,962 ₹20.75 9.94% 8.09% -
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth trend ₹3,114 ₹22.00 10.70% 9.31% -
Top funds are based on Fund AUM

Start Small & Build Your Wealth For A Brighter Tomorrow

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-IDCW Detailed Portfolio

Stocks Sector % of Holding Value
Bse LtdFinancial7.55%₹126.53 Cr
Laurus Labs LtdHealthcare7.02%₹121.25 Cr
Laurus Labs LtdHealthcare7.02%₹121.25 Cr
Laurus Labs LtdHealthcare6.32%₹115.89 Cr
Laurus Labs LtdHealthcare6.32%₹115.89 Cr
Laurus Labs LtdHealthcare6.32%₹115.89 Cr
Laurus Labs LtdHealthcare6.32%₹115.89 Cr
Laurus Labs LtdHealthcare6.32%₹115.89 Cr
Bse LtdFinancial6.88%₹109.16 Cr
Multi Commodity Exchange Of India LtdFinancial5.74%₹105.33 Cr
Multi Commodity Exchange Of India LtdFinancial5.74%₹105.33 Cr
Multi Commodity Exchange Of India LtdFinancial5.74%₹105.33 Cr
Multi Commodity Exchange Of India LtdFinancial5.74%₹105.33 Cr
Multi Commodity Exchange Of India LtdFinancial5.74%₹105.33 Cr
Multi Commodity Exchange Of India LtdFinancial5.99%₹103.47 Cr
Multi Commodity Exchange Of India LtdFinancial5.99%₹103.47 Cr
Multi Commodity Exchange Of India LtdFinancial5.64%₹97.17 Cr
Multi Commodity Exchange Of India LtdFinancial5.64%₹97.17 Cr
Multi Commodity Exchange Of India LtdFinancial5.64%₹97.17 Cr
Multi Commodity Exchange Of India LtdFinancial5.64%₹97.17 Cr
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Frequently Asked Questions

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 Wed Sep 30, 2026, Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-IDCW manages assets worth ₹1,728.4 crore

How has Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-IDCW performed recently?

  • 3 Months: -2.43%
  • 6 Months: 0.90%

What is the long-term performance of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-IDCW?

  • 3 Years CAGR: 14.14%
  • Since Inception: 16.68%

What is the portfolio composition of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-IDCW?

Equity: 99.97%, Debt: 0.12%, Others: -0.09%.

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: 20.63%, Mid Cap: 79.37%.

Which are the top companies Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-IDCW has invested in?

  • BSE Ltd – 7.55% of the fund's portfolio
  • Laurus Labs Ltd – 7.02% of the fund's portfolio
  • Laurus Labs Ltd – 7.02% of the fund's portfolio
  • Laurus Labs Ltd – 6.32% of the fund's portfolio
  • Laurus Labs Ltd – 6.32% of the fund's portfolio

Which are the major sectors Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-IDCW focuses on?

  • Financial – 77.67% of the fund's portfolio
  • Healthcare – 45.63% of the fund's portfolio
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