Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 30 November, 2022. The fund is managed by Bhavesh Jain, Bharat Lahoti. The fund could potentially beat inflation in the long-run.

1. Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl has ₹1144 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
2. The fund has an expense ratio 0.4.
   

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl has given a CAGR return of 23.66% since inception. Over the last 1 year the fund has given a CAGR return of -7.48%.

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Basic Materials, Tech, Industrial, Health, Consumer Cyclical, Communication, Consumer Defensive, Energy, Utilities. Its top holdings are Max Financial Services Ltd, Max Healthcare Institute Ltd Ordinary Shares, Suzlon Energy Ltd, BSE Ltd, Coforge Ltd

As it is a index funds mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl has no lock in period.