Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir Growth

₹ 100
Min SIP
₹ 100
Min Lumpsum
0.25 %
Expense Ratio
Rating
41
Fund Size (in Cr)
2 Years
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 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns - - - 15.1%
Category Average 9.1% 20.5% 12.5% -

Scheme Allocation

By Holding
By Sector
By Asset
Others
75.96%
View all Holdings
Holdings Sector Instrument Asset
CG Power & Indu. Capital Goods - Electrical Equipment Equity 4.94%
Power Fin.Corpn. Finance Equity 4.93%
TVS Motor Co. Automobile Equity 4.9%
Indian Hotels Co Hotels & Restaurants Equity 4.73%
Max Healthcare Healthcare Equity 4.54%
Cummins India Capital Goods-Non Electrical Equipment Equity 4.38%
IDFC First Bank Banks Equity 4.21%
REC Ltd Finance Equity 3.93%
Trent Retail Equity 3.41%
Tube Investments Auto Ancillaries Equity 3.3%
Polycab India Cables Equity 3.25%
Aurobindo Pharma Pharmaceuticals Equity 2.99%
Astral Plastic products Equity 2.86%
Supreme Inds. Plastic products Equity 2.55%
Persistent Sys IT - Software Equity 2.53%
Sundaram Finance Finance Equity 2.41%
M & M Fin. Serv. Finance Equity 2.22%
Apollo Tyres Tyres Equity 2.11%
Zydus Lifesci. Pharmaceuticals Equity 2.03%
Federal Bank Banks Equity 2.02%
Sundram Fasten. Auto Ancillaries Equity 1.95%
Dalmia BharatLtd Cement Equity 1.79%
Punjab Natl.Bank Banks Equity 1.65%
Syngene Intl. Pharmaceuticals Equity 1.58%
APL Apollo Tubes Steel Equity 1.55%
MRF Tyres Equity 1.53%
Jindal Steel Steel Equity 1.53%
The Ramco Cement Cement Equity 1.44%
AIA Engineering Castings, Forgings & Fastners Equity 1.33%
Aditya Birla Cap Finance Equity 1.3%
Linde India Chemicals Equity 1.27%
B H E L Capital Goods - Electrical Equipment Equity 1.06%
CRISIL Credit Rating Agencies Equity 1.05%
L&T Fin.Holdings Finance Equity 1.03%
Schaeffler India Bearings Equity 1.02%
Phoenix Mills Realty Equity 1%
Kajaria Ceramics Ceramic Products Equity 0.97%
NHPC Ltd Power Generation & Distribution Equity 0.96%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 0.84%
Union Bank (I) Banks Equity 0.82%
Thermax Capital Goods-Non Electrical Equipment Equity 0.77%
Indian Bank Banks Equity 0.71%
Torrent Power Power Generation & Distribution Equity 0.71%
ZF Commercial Auto Ancillaries Equity 0.68%
Solar Industries Chemicals Equity 0.68%
Uno Minda Auto Ancillaries Equity 0.62%
Escorts Kubota Automobile Equity 0.6%
I R F C Finance Equity 0.52%
Bank of India Banks Equity 0.4%
Metro Brands Retail 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
99.93%
Reverse Repos
1.72%
Cash & Cash Equivalents
0%
Net Curr Ass/Net Receivables
-1.65%

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

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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 ₹11.5 as of 18 August 2023.

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 - 17.39%
  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 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 15.1% 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 0.25 % as of 18 August 2023.

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 ₹1,27,883 Cr as of 18 August 2023

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. CG Power & Indu. - 4.94%
  2. Power Fin.Corpn. - 4.93%
  3. TVS Motor Co. - 4.9%
  4. Indian Hotels Co - 4.73%
  5. Max Healthcare - 4.54%

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.
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