edelweiss-nifty-midcap150-momentum-50-index-fund-dir-g

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

  1. Equity
  2. Index Funds
  • NAV as on Jul 04, 2025 ₹18.7
  • Total Returns 27.28% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
edelweiss-nifty-midcap150-momentum-50-index-fund-dir-g

Overview of Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir (G)

  • Fund House
    Edelweiss Nifty Midcap150 Momentum 50 Index Fund
  • Fund Size
    ₹991 Cr
  • Expense Ratio
    0.38%
  • Benchmark
    NIFTY Midcap 150 Momentum 50 Index (TRI)
  • Risk Level
    Very High
  • Inception Date
    Nov 30, 2022
  • Lock-in period
    0
  • Exit Load
    0.50% - If redeemed / switched out on or befoe 30 days from the date of allotment. Nil - If redeemed / switched out after 30 days from the date of allotment.
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹100
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 2.17%
  • 17.94%
  • -2.96%
  • -1.88%
  • 0%
  • 0%

Category Average

  • 2.24%
  • 10.09%
  • 3.49%
  • 5.05%
  • 18.02%
  • 20.57%

Fund Asset Allocation

Top holdings

Top Sectors

  • IT-Software
    13.78%
  • Consumer Durables
    9.68%
  • Healthcare Services
    9.63%
  • Pharmaceuticals & Biotech
    8.63%
  • Capital Markets
    7.62%
  • Leisure Services
    6.59%

More about Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir (G)

Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir (G) is a mutual fund under the Index Funds category, managed by Edelweiss Mutual Fund. It was launched on 23 Aug 2007, and has been active for over 18 years. As of 31 Mar 2025 the fund manages assets worth ₹991 Crores. The expense ratio is 0.38%.

This fund generated returns of -1.88% in the last 1 year. Since its inception, it has provided an average annual return of 27.28%.

The fund's investments are mainly concentrated in sectors like IT-Software, Consumer Durables, Healthcare Services, Pharmaceuticals & Biotech and Capital Markets.

The top five holdings in this fund include prominent companies such as BSE, Max Healthcare, Coforge, Indian Hotels Co and Persistent Sys.

Fund Managers

  • Bharat Lahoti
  • Bhavesh Jain

Investment 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.

edelweiss-nifty-midcap150-momentum-50-index-fund-dir-g

Frequently Asked Questions about Edelweiss Nifty Midcap150 Momentum 50 Index Fund-Dir (G)

  1. Are {{fund_type}} risky?

    Index funds are generally low-risk as they spread investments across an entire market index, reducing the impact of individual stock volatility.

  2. Should I invest in {{fund_type}} ?

    Yes, if you’re looking for a low-cost way to invest in the market and are comfortable with moderate returns that match market trends.

  3. How long should I stay invested in {{fund_type}} ?

    Ideally, you should stay invested for the long term, as index funds perform best over extended periods.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, index funds are open-ended, so you can withdraw at any time, but it's best to hold them long-term.

  5. What are the expenses involved in {{fund_type}} ?

    Index funds usually have low expense ratios due to passive management, often ranging from 0.1% to 0.5%.

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