Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth

₹ 100
Min SIP
₹ 100
Min Lumpsum
0.14 %
Expense Ratio
Rating
193
Fund Size (in Cr)
1 Year
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 63.3% - - 37.5%
Category Average 27.9% 15.3% 15.2% -

Scheme Allocation

By Holding
By Sector
By Asset
5.11%
4.86%
3.88%
Others
77%
View all Holdings
Holdings Sector Instrument Asset
Lupin Pharmaceuticals Equity 5.11%
REC Ltd Finance Equity 4.86%
Power Fin.Corpn. Finance Equity 4.7%
Aurobindo Pharma Pharmaceuticals Equity 4.45%
B H E L Capital Goods - Electrical Equipment Equity 3.88%
I R F C Finance Equity 3.54%
Jindal Stain. Steel Equity 3.41%
Persistent Sys IT - Software Equity 3.02%
HDFC AMC Finance Equity 2.99%
Polycab India Cables Equity 2.96%
NMDC Mining & Mineral products Equity 2.93%
Sundaram Finance Finance Equity 2.8%
Supreme Inds. Plastic products Equity 2.79%
Max Healthcare Healthcare Equity 2.74%
Alkem Lab Pharmaceuticals Equity 2.74%
Phoenix Mills Realty Equity 2.7%
Prestige Estates Realty Equity 2.55%
Bharat Forge Castings, Forgings & Fastners Equity 2.48%
PB Fintech. IT - Software Equity 2.47%
KPIT Technologi. IT - Software Equity 2.27%
Macrotech Devel. Construction Equity 2.19%
APL Apollo Tubes Steel Equity 2.15%
Torrent Power Power Generation & Distribution Equity 2.05%
Solar Industries Aerospace & Defence Equity 1.83%
Fortis Health. Healthcare Equity 1.8%
IDFC First Bank Banks Equity 1.76%
Ipca Labs. Pharmaceuticals Equity 1.67%
Oberoi Realty Realty Equity 1.57%
MRF Tyres Equity 1.55%
CG Power & Indu. Capital Goods - Electrical Equipment Equity 1.53%
Union Bank (I) Banks Equity 1.36%
NHPC Ltd Power Generation & Distribution Equity 1.26%
L&T Fin.Holdings Finance Equity 1.24%
Indian Bank Banks Equity 1.17%
Linde India Chemicals Equity 1.1%
Ajanta Pharma Pharmaceuticals Equity 1.04%
Mazagon Dock Ship Building Equity 0.84%
New India Assura Insurance Equity 0.82%
General Insuranc Insurance Equity 0.82%
Escorts Kubota Automobile Equity 0.79%
ZF Commercial Auto Ancillaries Equity 0.76%
F A C T Fertilizers Equity 0.75%
AIA Engineering Castings, Forgings & Fastners Equity 0.74%
CRISIL Credit Rating Agencies Equity 0.67%
The Ramco Cement Cement Equity 0.65%
K P R Mill Ltd Readymade Garments/ Apparells Equity 0.61%
Sundram Fasten. Auto Ancillaries Equity 0.59%
Uno Minda Auto Ancillaries Equity 0.55%
Sun TV Network Entertainment Equity 0.5%
Metro Brands Leather Equity 0.3%
Finance
17.81%
Pharmaceuticals & Biotech
15.01%
Industrial Products
11.12%
Realty
9.01%
Electrical Equipments
5.41%
Others
41.64%
View all Sectors
Sectors Asset
Finance 17.81%
Pharmaceuticals & Biotech 15.01%
Industrial Products 11.12%
Realty 9.01%
Electrical Equipments 5.41%
IT-Software 5.3%
Healthcare Services 4.54%
Banks 4.29%
Auto Components 3.45%
Ferrous Metals 3.41%
Power 3.31%
Capital Markets 2.99%
Minerals & Mining 2.93%
Chemicals & Petrochemical 2.93%
Financial Technology (Fin 2.47%
Insurance 1.64%
Industrial Manufacturing 0.84%
Agricultural, Commercial 0.79%
Fertilisers & Agrochemica 0.75%
Cement & Cement Products 0.65%
Debt 0.63%
Textiles & Apparels 0.61%
Entertainment 0.5%
Consumer Durables 0.3%
Cash & Others -0.68%
Equity
100.06%
Reverse Repos
0.63%
Cash & Cash Equivalents
0%
Net Curr Ass/Net Receivables
-0.68%

Advance Ratio

24.68
Alpha
4.58
SD
1.03
Beta
1.88
Sharpe

Exit Load

Exit Load 0.50% - If redeemed / switched out on or befoe 30 days from the date of allotment. Nil - If redeemed / switched out after 30 days from the date of allotment.

Fund Objective

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. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Fund Managers

Bhavesh Jain

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Edelweiss Mutual Fund
AUM:
1,39,194 Cr
Address:
Edelwiess House, Off.C.S.T. Road, Kalina, Mumbai - 400 098.
Contact:
+91 022 40979737
Email ID:
EMFHelp@Edelweissmf.com

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Frequently Asked Questions

How to invest in Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth ?

You can invest in Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth ?

The NAV of Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth is ₹15 as of 18 March 2024.

How to redeem Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth?

The minimum SIP amount of Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth is ₹100

What are the top sectors Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth has invested in?

The top sectors Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth has invested in are
  1. Finance - 17.81%
  2. Pharmaceuticals & Biotech - 15.01%
  3. Industrial Products - 11.12%
  4. Realty - 9.01%
  5. Electrical Equipments - 5.41%

Can I make investments in both the SIP and Lump Sum schemes of Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth based on your investment objective and risk tolerance.

How much returns have Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth generated ?

The Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth has delivered 37.5% since inception

What is the expense ratio of Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth ?

The expense ratio of Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth is 0.14 % as of 18 March 2024.

What is the AUM of Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth?

The AUM of Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth is ₹1,39,194 Cr as of 18 March 2024

What are the top stock holdings of Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth?

The top stock holdings of Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth are
  1. Lupin - 5.11%
  2. REC Ltd - 4.86%
  3. Power Fin.Corpn. - 4.7%
  4. Aurobindo Pharma - 4.45%
  5. B H E L - 3.88%

How can I redeem my investments in Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now