Edelweiss Nifty Midcap150 Momentum 50 Index Fund
Equity
●
Other Index Funds
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹15.97
Expense Ratio
1.11%
Min SIP
₹100
Fund Size
₹1452Cr
Min Investment
₹100
Lock In
NA
Scheme Information Document
Exit load: 0.50% on or before 30D, Nil after 30D
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
-0.12%
Beta
1.00
Sharpe Ratio
0.242583
Risk
19.81%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(-1.42)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
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- Navi Nifty 500 Multicap 50:25:25 Index Fund
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- Motilal Oswal Nifty Midcap 150 Index Fund
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- Motilal Oswal BSE Financials ex Bank 30 Index Fund
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- Tata Nifty Realty Index Fund
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- Tata BSE Multicap Consumption 50:30:20 Index Fund
- Groww Nifty India Railways PSU Index Fund
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- DSP Nifty Smallcap250 Quality 50 Index Fund
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- Edelweiss Nifty Smallcap 250 Index Fund
- Mirae Asset Nifty LargeMidcap 250 Index Fund
- UTI Nifty200 Momentum 30 Index Fund
- UTI BSE Low Volatility Index Fund
- Axis Nifty Midcap 50 Index Fund
- Axis Nifty Smallcap 50 Index Fund
- Axis Nifty 100 Index Fund
- HDFC Nifty LargeMidcap 250 Index Fund
- Navi Nifty India Manufacturing Index Fund
- Angel One Nifty Total Market Momentum Quality 50 Index Fund
- Motilal Oswal BSE Low Volatility Index Fund
- Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
- Axis Nifty 500 Index Fund
- HDFC Nifty100 Quality 30 Index Fund
- Kotak BSE Housing Index Fund
- Navi Nifty IT Index Fund
- HDFC NIFTY Smallcap 250 Index Fund
- Nippon India BSE Sensex Next 30 Index Fund
- Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund
- SBI Nifty200 Quality 30 Index Fund
- Nippon India Nifty Midcap 150 Index Fund
- Nippon India Nifty 50 Value 20 Index Fund
- Edelweiss Nifty 100 Quality 30 Index Fund
- Angel One Nifty Total Market Index Fund
Bhavesh Jain
Edelweiss Mutual FundTotal assets under management
₹165.52L Crores
Date of incorporation
23 Aug 2007
Edelweiss Nifty Midcap150 Momentum 50 Index Fund FAQs
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Edelweiss Nifty Midcap150 Momentum 50 Index Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Edelweiss Nifty Midcap150 Momentum 50 Index Fund has an AUM of ₹1452.18 Cr as on 4/2/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 15.99%. The risk is Very High against the category average of 56.07.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Edelweiss Nifty Midcap150 Momentum 50 Index Fund.
Ans. The expense ratio of Edelweiss Nifty Midcap150 Momentum 50 Index Fund is 1.11%.