Edelweiss NIFTY Midcap150 Momentum 50 Index Fund - Direct Plan - Growth
Expense Ratio: 0.42
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: NIFTY Midcap 150 Momentum 50 TRI
Inception: 10-11-2022
Exit Load: Nil
Fund Size:₹1,421.14 Cr
Performance
1Y
Fund-2.67%
Cat. Avg.-0.92%
2Y
Fund-5.62%
Cat. Avg.0.42%
3Y
Fund12.47%
Cat. Avg.9.27%
5Y
FundN/A
Cat. Avg.7.81%
10Y
FundN/A
Cat. Avg.11.35%
SI
Fund15.58%
Cat. Avg.5.56%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Multi Commodity Exchange Of India Ltd. | 97.17 | 5.68% |
| 2 | BSE Ltd. | 86.47 | 5.06% |
| 3 | GE Vernova T&D India Limited | 85.05 | 4.98% |
| 4 | Laurus Labs Ltd. | 83.08 | 4.86% |
| 5 | The Federal Bank Ltd. | 80.58 | 4.71% |
| 6 | Hitachi Energy India Ltd. | 67.30 | 3.94% |
| 7 | Polycab India Ltd. | 62.79 | 3.67% |
| 8 | Bharat Forge Ltd. | 61.41 | 3.59% |
| 9 | Bharat Heavy Electricals Ltd. | 60.39 | 3.53% |
| 10 | National Aluminium Company Ltd. | 52.72 | 3.08% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58814 | -2.0% | -4.1% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.19 L. | -0.8% | -0.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.84 L. | +2.4% | +1.6% |
| SI | 07 Dec, 22 | 2.35 L. | 2.79 L. | +18.7% | +9.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 97333 | -2.7% | -2.7% |
| 2Y | 16 Oct, 24 | 1 L. | 89077 | -10.9% | -5.6% |
| 3Y | 16 Oct, 23 | 1 L. | 1.42 L. | +42.3% | +12.5% |
| SI | 02 Dec, 22 | 1 L. | 1.75 L. | +75.2% | +15.6% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.