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Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-Growth

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-Growth

Mid CapEquity: Thematic-Factor-basedVery High Risk
PaisaSmartPaisaSmart rating★★★★★★★★★★2

The fund is rated 2 stars. Considered together, the fund's movement relative to its index and annual fee of 1.44% place it behind most similar funds.

Why this rating

This index fund/ETF has a beta of 1.17%, and an expense ratio of 1.44%, giving it a 2.0 star rating, based on the principle that lower values of |1-beta| and expense ratio result in higher ratings.

Our score weighs long-term performance, risk and consistency — not just past returns.

Returns

As of 7 Oct 2026

1W
+1.00%
1M
-3.40%
3M
-0.71%
6M
+8.75%
9M
-2.34%
1Y
+0.08%
2Y
-2.89%
3Y
+12.91%
Since launch
+15.89%

Risk ratios

As of 30 Sep 2026

Standard deviation
20.41
Sharpe ratio
0.39
Sortino ratio
0.52
Beta
1.17
Alpha
2.72
R-squared
0.81
Treynor ratio
6.73
Information ratio
0.38
Mean
13.52

Portfolio

As of 31 Aug 2026

Market-cap split

Large cap20.98%Mid cap79.02%
P/E
21.06
P/B
3.96
Style
Blend

Sector allocation

Capital Goods20.38%
Financial17.48%
Healthcare16.64%
Services13.25%
Metals & Mining10.61%
Consumer Staples5.74%
Automobile5.70%
Communication5.15%

Holdings (51)

Holding% of fundValueShares
Laurus Labs Ltd.6.32%₹115.89 Cr6,05,163
Multi Commodity Exchange Of India Ltd.5.74%₹105.33 Cr3,09,797
The Federal Bank Ltd.4.81%₹88.22 Cr24,73,360
Bharat Heavy Electricals Ltd.4.42%₹81.06 Cr18,31,183
GE Vernova T&D India Ltd4.22%₹77.43 Cr1,74,179
BSE Ltd.4.05%₹74.31 Cr2,26,419
Bharat Forge Ltd.3.97%₹72.84 Cr3,46,068
Hitachi Energy India Ltd.3.62%₹66.47 Cr19,688
National Aluminium Company Ltd.3.35%₹61.34 Cr16,07,905
Polycab India Ltd.3.32%₹60.86 Cr64,441

Fund details

In brief

Long Term Capital appreciation l Passive Investment in equity and equity related securities replicating the composition of Nifty Midcap150 Momentum 50 Index , subject to tracking errors.

Investment objective

The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Midcap150 Momentum 50 Index subject to tracking errors.

Exit load

Exit load of 0.50%, if redeemed within 30 days.

Fund type
Open-ended
Min lumpsum
₹100
Min withdrawal
₹1
Lock-in
None
SIP
Available
SWP
Available
STP
Available
Purchase cut-off
15:00
Frequently Asked Questions