- Home
- Mutual Funds
- Edelweiss Mutual Fund
- Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-growth
Fund Overview of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-growth
-
₹1,723.3 CrAUM
-
₹17.69NAV
-
1.66%Expense Ratio
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.
Returns of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 0.37% | NA | NA |
| 6 Months | 4.18% | NA | NA |
| 1 Year | -2.11% | -2.11% | NA |
| 2 Years | -4.51% | -2.28% | NA |
| 3 Years | 59.74% | 16.90% | NA |
Asset Allocation
equities
99.65%debt instruments
1.20%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 ₹1,723.3 crore as on Tue Jun 30, 2026. The expense ratio stands at 1.66%. Fund Manager Manager Education Fund Manager Manager EducationAbout Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-growth
The portfolio allocation consists of 99.65% in equities, 1.20% in debt instruments.Managed by Bharat Lahoti, it has delivered a return of -2.11% in the last year, a total return since inception of 16.93%.
When planning wealth creation strategies long-term planners generally refer to best sip in india based on risk profile.
Key Metrics of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-growth
-
Standard Deviation20.12%
-
Mean19.83%
-
Sharpe Ratio0.70%
-
Alpha5.53%
-
Beta1.18%
-
Sortino Ratio0.90%
Fund Details
|
|
Compare Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-growth with other mutual funds in the same category
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-growth
ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth
UTI Nifty200 Momentum 30 Index Fund Direct-growth
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth  |
₹1,527 | 2.04% | 5.07% | 1.41% | 11.70% | 11.26% |
UTI Nifty200 Momentum 30 Index Fund Direct-growth  |
₹8,541 | -3.48% | -0.86% | -2.67% | 12.04% | 11.13% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹3,409 | 1.51% | 3.14% | 1.08% | 11.18% | 10.94% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth |
₹1,308 | 1.56% | 3.21% | 0.60% | 10.84% | 10.65% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw |
₹1,308 | 1.56% | 3.21% | 0.60% | 10.84% | 10.65% |
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹8,541 | -3.51% | -0.98% | -3.11% | 11.51% | 10.58% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth |
₹1,308 | 1.52% | 3.09% | 0.16% | 10.44% | 10.17% |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw |
₹1,308 | 1.52% | 3.09% | 0.16% | 10.44% | 10.17% |
| SBI Nifty 200 Quality 30 Etf-growth |
₹78 | 2.04% | 1.39% | -0.29% | 9.38% | 9.19% |
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
|
₹1,723 | -3.65% | 0.52% | 4.51% | -1.47% | 17.72% |
|
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-idcw
|
₹1,723 | -3.69% | 0.37% | 4.18% | -2.11% | 16.90% |
|
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-idcw
|
₹1,723 | -3.65% | 0.52% | 4.51% | -1.47% | 17.72% |
|
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Regular-growth
|
₹596 | -4.06% | -2.38% | 2.07% | -4.11% | - |
|
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Direct-growth
|
₹596 | -4.01% | -2.22% | 2.41% | -3.46% | - |
|
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Direct-idcw
|
₹596 | -4.01% | -2.22% | 2.41% | -3.46% | - |
|
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Regular-idcw
|
₹596 | -4.06% | -2.38% | 2.07% | -4.11% | - |
|
Edelweiss Nifty 100 Quality 30 Index Fund Direct-growth
|
₹134 | 1.95% | 1.09% | -3.34% | 1.07% | 9.51% |
|
Edelweiss Nifty 100 Quality 30 Index Fund Regular-growth
|
₹134 | 1.90% | 0.95% | -3.64% | 0.41% | 8.82% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹8,541 | ₹20.30 | 11.51% | 10.58% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-growth |
₹8,541 | ₹20.84 | 12.04% | 11.13% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹3,409 | ₹22.11 | 11.18% | 10.94% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bse Ltd | Financial | 7.55% | ₹126.53 Cr |
| Bse Ltd | Financial | 6.88% | ₹109.16 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 5.64% | ₹97.17 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 5.64% | ₹97.17 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 5.64% | ₹97.17 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 5.64% | ₹97.17 Cr |
| Cummins India Ltd | Industrials | 5.16% | ₹86.49 Cr |
| Bse Ltd | Financial | 5.02% | ₹86.47 Cr |
| Bse Ltd | Financial | 5.02% | ₹86.47 Cr |
| Bse Ltd | Financial | 5.02% | ₹86.47 Cr |
| Bse Ltd | Financial | 5.02% | ₹86.47 Cr |
| Ge T&d India Ltd | Industrials | 4.94% | ₹85.05 Cr |
| Ge T&d India Ltd | Industrials | 4.94% | ₹85.05 Cr |
| Ge T&d India Ltd | Industrials | 4.94% | ₹85.05 Cr |
| Ge T&d India Ltd | Industrials | 4.94% | ₹85.05 Cr |
| Laurus Labs Ltd | Healthcare | 4.82% | ₹83.08 Cr |
| Laurus Labs Ltd | Healthcare | 4.82% | ₹83.08 Cr |
| Laurus Labs Ltd | Healthcare | 4.82% | ₹83.08 Cr |
| Laurus Labs Ltd | Healthcare | 4.82% | ₹83.08 Cr |
| The Federal Bank Ltd | Financial | 4.68% | ₹80.58 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Nifty Alpha Low - Volatility 30 Etf-growth |
₹27.78 | 11.70% | 11.26% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-growth |
₹20.84 | 12.04% | 11.13% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf-growth |
₹22.11 | 11.18% | 10.94% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-growth |
₹18.43 | 10.84% | 10.65% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof Direct-idcw |
₹18.43 | 10.84% | 10.65% | - |
| UTI Nifty200 Momentum 30 Index Fund Regular-growth |
₹20.30 | 11.51% | 10.58% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-growth |
₹18.00 | 10.44% | 10.17% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 Etf Fof-idcw |
₹18.00 | 10.44% | 10.17% | - |
| SBI Nifty 200 Quality 30 Etf-growth |
₹219.92 | 9.38% | 9.19% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-growth
What is the current AUM of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-growth?
As of Tue Jun 30, 2026, Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-growth manages assets worth ₹1,723.3 crore
How has Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-growth performed recently?
- 3 Months: 0.37%
- 6 Months: 4.18%
What is the long-term performance of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-growth?
- 3 Years CAGR: 16.90%
- Since Inception: 16.93%
What is the portfolio composition of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-growth?
Equity: 99.65%, Debt: 1.20%, Others: -0.85%.
Who manages Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-growth?
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-growth is managed by Bharat Lahoti from Edelweiss Mutual Fund.
What is the market-cap allocation of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-growth?
Large Cap: 21.88%, Mid Cap: 78.12%.
Which are the top companies Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-growth has invested in?
- BSE Ltd – 7.55% of the fund's portfolio
- BSE Ltd – 6.88% of the fund's portfolio
- Multi Commodity Exchange Of India Ltd – 5.64% of the fund's portfolio
- Multi Commodity Exchange Of India Ltd – 5.64% of the fund's portfolio
- Multi Commodity Exchange Of India Ltd – 5.64% of the fund's portfolio
Which are the major sectors Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-growth focuses on?
- Financial – 61.75% of the fund's portfolio
- Industrials – 24.92% of the fund's portfolio
- Healthcare – 19.28% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
