Edelweiss NIFTY Midcap150 Momentum 50 Index Fund - Direct Plan - Growth
Expense Ratio: 0.42
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: NIFTY Midcap 150 Momentum 50 TRI
Inception: 10-11-2022
Exit Load: Nil
Fund Size:₹1,421.14 Cr
Performance
1Y
Fund1.04%
Cat. Avg.3.13%
2Y
Fund-0.43%
Cat. Avg.3.85%
3Y
Fund18.47%
Cat. Avg.10.89%
5Y
FundN/A
Cat. Avg.11.75%
10Y
FundN/A
Cat. Avg.11.88%
SI
Fund17.88%
Cat. Avg.7.52%
Fund Facts
Beta
0.94
Std Dev
15.57%
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Multi Commodity Exchange Of India Ltd. | 97.17 | 5.68% |
| 2 | BSE Ltd. | 86.47 | 5.06% |
| 3 | GE Vernova T&D India Limited | 85.05 | 4.98% |
| 4 | Laurus Labs Ltd. | 83.08 | 4.86% |
| 5 | The Federal Bank Ltd. | 80.58 | 4.71% |
| 6 | Hitachi Energy India Ltd. | 67.30 | 3.94% |
| 7 | Polycab India Ltd. | 62.79 | 3.67% |
| 8 | Bharat Forge Ltd. | 61.41 | 3.59% |
| 9 | Bharat Heavy Electricals Ltd. | 60.39 | 3.53% |
| 10 | National Aluminium Company Ltd. | 52.72 | 3.08% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61577 | +2.6% | +5.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.23 L. | +2.8% | +2.8% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.00 L. | +10.9% | +7.0% |
| SI | 07 Dec, 22 | 2.20 L. | 2.74 L. | +24.8% | +12.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.00 L. | +0.3% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 98332 | -1.7% | -0.8% |
| 3Y | 20 Jul, 23 | 1 L. | 1.66 L. | +66.3% | +18.5% |
| SI | 02 Dec, 22 | 1 L. | 1.82 L. | +81.8% | +17.9% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.