Scheme Overview
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth
| Category: Index Fund |
| Launch Date: 01-12-2022 |
| Asset Class: |
| Benchmark: NIFTY Midcap 150 Momentum 50 TRI |
| Expense Ratio: 1.1% As on ( 30-04-2025) |
| Status: Open Ended |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 868.48 Cr As on ( 30-04-2025) |
| Turn over: 89 |
17.6241
0.13 ( 0.7246% )
25.15%
NIFTY Midcap 150 Momentum 50 TRI23.86%
PERFORMANCE of Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth
Scheme Performance (%) Data as on - 16-05-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth | 2.83 | - | - | - | 25.15 |
| NIFTY Midcap 150 Moment 50 TRI | 3.79 | 29.66 | 37.56 | 22.57 | 23.86 |
| Index Fund | 8.48 | 17.03 | 23.56 | 12.13 | 9.36 |
Yearly Performance (%)
Fund Managers
Bhavesh Jain, Bharat Lahoti
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.
RETURNS CALCULATOR for Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth | ||||||
| Index Fund | - | - | - | - | - | - |
