Log In Sign Up

Unlisted Shares

IPO & Startups

Mutual Funds

PMS

Listed

Analyse

Track

ChatGPT Claude Perplexity
Summarize with
ChatGPT Claude Perplexity
Join Channel
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth
Equity Index Funds Very High Risk Fund Managers: Bhavesh Jain, Bharat Lahoti, Manasi Jalgaonkar

My Notes

No Notes Added Yet

📓 Notes
-3.81%
1Y Return
-0.82% 1D
Overview Returns Historical Holdings Peer Comparison Fund Managers AMC FAQ
Latest NAV
₹17.19
Fund Size
₹1,728 Cr
Turnover Ratio
1.08
Lock-in Period
Nil
Inception Date
30 Nov 2022
Return Since Inception
14.95%
Fund Type
Open ended scheme
Min. Lumpsum / SIP
₹100 / ₹100

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.

Looking to Grow Your Wealth with Mutual Funds?

Expert-managed portfolios tailored to your financial goals and risk appetite.

NAV Performance
Historical Net Asset Value
-3.81% 1Y Return
≤ 1 year — Absolute; > 1 year — CAGR
Return Calculator
Estimation based on past performance
Monthly Investment
₹
Over The Past
Invested Amount
0
Est. Returns
0
After 0 Years your investment will be:
₹ 0 (0%)
Lumpsum Investment
₹
Over The Past
Invested Amount
0
Est. Returns
0
After 0 Years your investment will be:
₹ 0 (0%)
Returns and Rankings
Benchmark: Nifty Midcap150 Momentum 50 - TRI
Index Funds 1M3M6M9M1Y 2Y3Y4Y5Y10YALL
Fund returns -5.71%-3.92% -3.31%-2.76% -3.81%-5.76% 11.6%N/A N/AN/A 14.95%
Category returns -3.49%-4.55% -2.01%-3.44% -4%-2.79% 10.35%12.84% 9.89%11.18% N/A
Absolute returns -5.71%-3.92%-3.31%-2.76%-3.81%-11.21%39.04%N/AN/AN/A 71.89%
Rank within category 184/216 56/207 109/199 79/193 71/184 83/116 24/65 N/A N/A N/A N/A
≤ 1 year — Absolute; > 1 year — CAGR
Historical Data
Benchmark: Nifty Midcap150 Momentum 50 - TRI
Index Funds 20222023202420252026
Yearly returnsN/A49.25%31.04%-4.89%-3.63%
Q1 returnsN/A-3.4%8.69%-13.86%-12.15%
Q2 returnsN/A15.45%18.13%14.73%16.09%
Q3 returnsN/A16.06%6.68%-8.33%-3.9%
Q4 returnsN/A15.32%-4.33%4.98%-1.68%
Expense Ratio, Exit Load & Tax
Expense Ratio: 1.44% (Inclusive of GST)
Exit Load

0.50% on or before 30D, Nil after 30D

Advanced Ratios
Alpha-0.0990139
Beta0.9981
Sharpe Ratio0.1248
Sortino Ratio0.222154
Risk Metrics
R-Squared0.9967
Tracking Error0.1355
Downside Risk28.2146
Std. Deviation (Annualised)18.9203
Peer Comparison
Index Funds 1M3M6M9M1Y3Y5Y10YALL Fund Size (Cr)Exp. RatioSharpeRisk
ICICI Prudential NASDAQ 100 Index Fund - Growth -1.52% 1.37% 12.73% 20.33% 27.46% 30.85% 18.72% N/A 18.87% 3,738.17 1.06 0.39 Very High
Motilal Oswal S&P 500 Index Fund - Regular Plan - Growth -0.5% 1.6% 10.19% 15.5% 24.15% 26.62% 16.54% N/A 19.94% 4,584.30 1.04 0.44 Very High
ICICI Prudential Nifty Pharma Index Fund - Regular Plan - Growth -4.18% -0.29% 13.6% 15.38% 14.48% 18.13% N/A N/A 18.71% 163.10 1.18 0.29 Very High
UTI Nifty 500 Value 50 Index Fund - Regular Plan - Growth -4.93% -6.29% -9.73% -4.85% 2.97% 18.1% N/A N/A 23.08% 838.01 1.21 0.21 Very High
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth -4.3% -1.59% 11.56% 11.09% 13.2% 17.83% 12.7% N/A 14.93% 191.85 1.10 0.32 Very High
Motilal Oswal BSE Enhanced Value Index Fund - Regular Plan - Growth -3.42% -6.2% -9.67% -9.99% -0.86% 17.49% N/A N/A 24.9% 2,131.66 1.12 0.19 Very High
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund - Regular Plan - Growth -4.83% -1.02% 10.76% 12.27% 8.48% 15.62% 10.2% N/A 15.72% 364.19 1.11 0.18 Very High
Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth -5.01% -1.19% 10.63% 11.86% 8.08% 15.42% N/A N/A 24.48% 259.53 0.92 0.18 Very High
ICICI Prudential Nifty Auto Index Fund - Regular Plan - Growth -5.75% -5.5% -2.85% -7.06% -5.92% 15.29% N/A N/A 19.15% 234.49 0.95 0.18 Very High
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth Current -5.71% -3.92% -3.31% -2.76% -3.81% 11.6% N/A N/A 14.95% 1,728.39 1.44 0.12 Very High
Holdings (0)
Instrument Type
Sector
NameSectorInstrumentAssets %
Total0.00%
FUND MANAGERS
Managed By Experts
MM
Ms. Manasi Jalgaonkar
in

Ms. Manasi Subhash Jalgaonkar joined Edelweiss Asset Management Company in April 2022 as Assistant Fund Manager.She works closely with fund managers to deliver investment insights, with responsibilities spanning fund attribution, peer analysis, IPO research support, compliance coordination, index fund rebalancing, and proxy voting. Prior to this, she was associated with ICICI Prudential AMC, PGIM Mutual Fund, and CMC Ltd., where she gained extensive experience in investment operations, compliance, data management, and cross-functional coordination.She was recognized with a Motilal Oswal award in 2025 for her contributions to the research industry.

Age
35 Yrs
Experience
13 Years
Reported
01 Apr 2026
PGDM, BMS
FAQ
All You Need To Know About Mutual Funds
It is an Open ended scheme that primarily invests in Index Funds.
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.
The scheme benchmark is the Nifty Midcap150 Momentum 50 - TRI.
It is classified as Very High Risk.
1-year: -3.81% | 3-year: 11.6% | 5-year: N/A (scheme is younger than 5 years)
Top holdings include:
The NAV is around ₹17.19.
The fund's AUM is approximately ₹1,728 Cr.
The expense ratio for the Regular Plan is 1.44%.
0.50% on or before 30D, Nil after 30D.
Minimum SIP starts at ₹100.
The minimum lump sum investment is ₹100.
You can start a SIP through the Sharescart platform. Enter KYC details, choose the Regular Growth option, set SIP amount and frequency, and submit.
The fund managers: Bhavesh Jain, Bharat Lahoti, Manasi Jalgaonkar
This fund is suitable for investors with a Very High risk tolerance.
📈

Looking to Grow Your Wealth with Mutual Funds?

Get personalized portfolio management services designed to grow and protect your wealth.

Search for mutual funds here

×
Loading scheme details...

Place Order

Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth
Very High Risk | Index Funds | Equity
UCC
FIRST HOLDER
₹
Minimum SIP Amount: ₹100
SIP Duration
End date will follow selected start date day.
Maximum installment option selected.
By clicking on Place Order, I confirm that I have read all the Scheme Information Document.
whatsapp

Error!

View quotes