Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth
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- Rating N.A.
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)354.72
- CAGR 77.40%
- Exit Load0.50%
- Expense ratio1.09%
- CategoryIndex Funds
- Min Investment100
- Min SIP100
- Launch Date2022-11-30
Asset Allocation
Holdings As On - 10 July 2024
- Name
- Value (Cr)
- Holding %
- REC
- 18.40
- 5.18%
- Power Finance Corp
- 17.99
- 5.07%
- Aurobindo Pharma
- 15.98
- 4.50%
- Bharat Heavy Electricals
- 15.88
- 4.47%
- Lupin
- 15.53
- 4.38%
- Indian Railway Finance Corporation
- 13.36
- 3.76%
- Jindal Stainless
- 13.14
- 3.70%
- Polycab India
- 13.06
- 3.68%
- Supreme Industries
- 11.05
- 3.11%
- Prestige Estates Projects
- 10.89
- 3.07%
Peer Comparison
- Fund Name
- Tata S&P BSE Sensex Index Fund Regular Plan23.27%
- Navi Nifty Next 50 Index Fund Regular Growth66.3%
- Nippon India Nifty Alpha Low Volatility 30 Index Fund Regular Growth48.57%
- Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth77.4%
- ICICI Prudential Nifty IT Index Fund Regular Growth29.14%
Risk & Volitility
- Alpha 0.00%
- Beta 0.00
- Sharpe Ratio0.00
- Std Deviation 0.00%
- Tracking Error 0.00%
About Fund
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.
The Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth has an AUM of 354.72 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.09%. The minimum investment in Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The top holdings of the fund include REC, Power Finance Corp, Aurobindo Pharma & Bharat Heavy Electricals.
The major sectors where the fund is invested are Biotechnology & Drugs, Consumer Financial Services, Construction Services & Software & Programming.
Some of the similar funds are Tata S&P BSE Sensex Index Fund Regular Plan, Navi Nifty Next 50 Index Fund Regular Growth, Nippon India Nifty Alpha Low Volatility 30 Index Fund Regular Growth, Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth, ICICI Prudential Nifty IT Index Fund Regular Growth. Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
