Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir (IDCW)

Other · Index
100
Min SIP
100
Min Lumpsum
0.14 %
Expense Ratio
Rating
54
Fund Size (in Cr)
10 Months
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 29 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns - - - 25%
Category Average 18.2% 21.6% 13.9% -

Scheme Allocation

By Holding
By Sector
By Asset
4.47%
Others
75.91%
View all Holdings
Holdings Sector Instrument Asset
CG Power & Indu. Capital Goods - Electrical Equipment Equity 5.1%
TVS Motor Co. Automobile Equity 4.89%
Indian Hotels Co Hotels & Restaurants Equity 4.88%
Power Fin.Corpn. Finance Equity 4.75%
REC Ltd Finance Equity 4.47%
IDFC First Bank Banks Equity 4.37%
Max Healthcare Healthcare Equity 4.35%
Trent Retail Equity 3.84%
Cummins India Capital Goods-Non Electrical Equipment Equity 3.68%
Polycab India Cables Equity 3.34%
Supreme Inds. Plastic products Equity 3.1%
Tube Investments Auto Ancillaries Equity 3.01%
Aurobindo Pharma Pharmaceuticals Equity 2.92%
Persistent Sys IT - Software Equity 2.77%
Astral Plastic products Equity 2.75%
Sundaram Finance Finance Equity 2.29%
M & M Fin. Serv. Finance Equity 2.15%
Federal Bank Banks Equity 2.07%
Zydus Lifesci. Pharmaceuticals Equity 1.94%
Sundram Fasten. Auto Ancillaries Equity 1.89%
Dalmia BharatLtd Cement Equity 1.85%
Apollo Tyres Tyres Equity 1.83%
Punjab Natl.Bank Banks Equity 1.63%
APL Apollo Tubes Steel Equity 1.58%
MRF Tyres Equity 1.56%
Linde India Chemicals Equity 1.54%
Jindal Steel Steel Equity 1.51%
Syngene Intl. Pharmaceuticals Equity 1.48%
AIA Engineering Castings, Forgings & Fastners Equity 1.37%
The Ramco Cement Cement Equity 1.36%
B H E L Capital Goods - Electrical Equipment Equity 1.2%
Aditya Birla Cap Finance Equity 1.16%
CRISIL Credit Rating Agencies Equity 1.03%
Phoenix Mills Realty Equity 1%
Schaeffler India Bearings Equity 0.97%
Kajaria Ceramics Ceramic Products Equity 0.96%
L&T Fin.Holdings Finance Equity 0.95%
NHPC Ltd Power Generation & Distribution Equity 0.91%
Solar Industries Chemicals Equity 0.83%
Thermax Capital Goods-Non Electrical Equipment Equity 0.8%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 0.79%
Union Bank (I) Banks Equity 0.77%
Indian Bank Banks Equity 0.75%
Escorts Kubota Automobile Equity 0.73%
ZF Commercial Auto Ancillaries Equity 0.7%
I R F C Finance Equity 0.66%
Torrent Power Power Generation & Distribution Equity 0.66%
Uno Minda Auto Ancillaries Equity 0.6%
Bank of India Banks Equity 0.39%
Metro Brands Leather Equity 0.33%
Finance
17.39%
Industrial Products
16.76%
Auto Components
11.21%
Banks
9.81%
Electrical Equipments
6.77%
Others
38.06%
View all Sectors
Sectors Asset
Finance 17.39%
Industrial Products 16.76%
Auto Components 11.21%
Banks 9.81%
Electrical Equipments 6.77%
Healthcare Services 6.12%
Pharmaceuticals & Biotech 5.02%
Automobiles 4.9%
Leisure Services 4.73%
Retailing 3.41%
Cement & Cement Products 3.23%
IT-Software 2.53%
Chemicals & Petrochemical 1.95%
Debt 1.72%
Power 1.67%
Ferrous Metals 1.53%
Consumer Durables 1.3%
Realty 1%
Agricultural, Commercial 0.6%
Cash & Others -1.65%
Equity
100.46%
Reverse Repos
1.05%
Cash & Cash Equivalents
0%
Net Curr Ass/Net Receivables
-1.51%
Others
0%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load Nil

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:
1,27,883 Cr
Address:
Edelwiess House, Off.C.S.T. Road, Kalina, Mumbai - 400 098.
Contact:
+91 022 40979737
Email ID:
EMFHelp@Edelweissmf.com

Frequently Asked Questions

How to invest in Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir (IDCW) ?

You can invest in Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir (IDCW) 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 (IDCW) 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 (IDCW) ?

The NAV of Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir (IDCW) is ₹12.4 as of 29 September 2023.

How to redeem Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir (IDCW) 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 (IDCW)?

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

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

The top sectors Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir (IDCW) has invested in are
  1. Finance - 17.39%
  2. Industrial Products - 16.76%
  3. Auto Components - 11.21%
  4. Banks - 9.81%
  5. Electrical Equipments - 6.77%

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

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

How much returns have Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir (IDCW) generated ?

The Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir (IDCW) has delivered 25% since inception

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

The expense ratio of Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir (IDCW) is 0.14 % as of 29 September 2023.

What is the AUM of Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir (IDCW)?

The AUM of Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir (IDCW) is ₹1,27,883 Cr as of 29 September 2023

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

The top stock holdings of Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir (IDCW) are
  1. CG Power & Indu. - 5.1%
  2. TVS Motor Co. - 4.89%
  3. Indian Hotels Co - 4.88%
  4. Power Fin.Corpn. - 4.75%
  5. REC Ltd - 4.47%

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

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 (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Invest Now