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Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct dividend reinvestment
Equity • Index • Direct dividend reinvestment
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct dividend reinvestment
Launched On
30 Nov 2022
3.4 years ago
Lock-in Period
No lock-in
NAV
as of 16 Apr 2026
₹18
-0.0389% (0.00)
AUM
₹1,381 Cr
Expense ratio
0.43%
Benchmark
Nifty Midcap 150 Momentum 50
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 30D
0.5%
If units sold after 30D
0%
Distribution
Asset split
Equity99.94%
Cash0.06%
What's in this fund?
Sectors
Holdings
Financial Services
Industrials
Consumer Cyclical
Basic Materials
Healthcare
Fund House
Edelweiss
Inc: 14 Jun 2007 • Total AUM: ₹1,45,026 Cr • Rank #14Edelweiss Mutual Fund, started in 2009, has Edelweiss as its sponsor. The fund house is headed by Radhika Gupta as the CEO. As of 31 March 2024, it has an AUM of ₹1,61,815 Cr.
Fund Managers
Bhavesh Jain
Experience: 12.69 yrs • Total AUM: 4,84,864 Cr
Bharat Lahoti
Experience: 8.57 yrs • Total AUM: 3,28,703 Cr
Manasi Jalgaonkar
Experience: yrs • Total AUM: 22,772 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
UTI Nifty Next 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
20.71%
Expense ratio
0.35%
Tracking error
Fund size
ICICI Prudential Nifty Next 50 Index
Equity • Index • Direct Growth3Y CAGR
20.54%
Expense ratio
0.31%
Tracking error
Fund size
UTI Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
12.67%
Expense ratio
0.2%
Tracking error
Fund size
SBI Nifty Index Fund
Equity • Index • Direct Growth3Y CAGR
12.64%
Expense ratio
0.19%
Tracking error
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HDFC Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
12.63%
Expense ratio
0.2%
Tracking error
Fund size
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.