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Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Transfer Inc Dist cum Cap Wdrl
Get the latest NAV of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Transfer Inc Dist cum Cap Wdrl. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹17.51
▲0.8%1D
NAV as on 27 Jan 2026
19.39%/per year
Since Inception
▲▼
Peer comparison
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Transfer Inc Dist cum Cap Wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Transfer Inc Dist cum Cap Wdrl Asset Allocation
See fund asset allocation details as on (14-Jan-26)
Fund Distribution
as on (14-Jan-26)
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Transfer Inc Dist cum Cap Wdrl Sector Allocation
See fund sector allocation details as on (14-Jan-26)
Sector Allocation
Top 3 Sectors in December were Financial Services, Basic Materials & Tech
Financial Services
41%
Industrial
18%
Consumer Cyclical
11%
Financial Services
30%
Basic Materials
16%
Tech
14%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Transfer Inc Dist cum Cap Wdrl Holdings Details
as on (31-Dec-25)
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Transfer Inc Dist cum Cap Wdrl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.43% |
Benchmark | Nifty Midcap 150 Momentum 50 TR INR |
| AUM | ₹1407 Cr |
| Inception Date | 30 November, 2022 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 107.31% |
| Risk |   Very High Risk |
About Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Transfer Inc Dist cum Cap Wdrl
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Transfer Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 30 November, 2022. The fund is managed by Bharat Lahoti, Bhavesh Jain. The fund could potentially beat inflation in the long-run.
Key Parameters
- Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Transfer Inc Dist cum Cap Wdrl has ₹1407 Cr worth of assets under management (AUM) as on Jan 2026 and is more than category average.
- The fund has an expense ratio 0.4.
Returns
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Transfer Inc Dist cum Cap Wdrl has given a CAGR return of 19.39% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 5.56% and 24.03% respectively.
Holdings
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Transfer Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Basic Materials, Tech, Health, Communication, Energy, Consumer Defensive, Utilities. Its top holdings are Hero MotoCorp Ltd, BSE Ltd, Muthoot Finance Ltd, AU Small Finance Bank Ltd, Cummins India Ltd
Taxation
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 benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Transfer Inc Dist cum Cap Wdrl
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 and lockin period
Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Transfer Inc Dist cum Cap Wdrl has no lock in period.
Fund Manager
Bharat Lahoti
Fund Manager of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Transfer Inc Dist cum Cap Wdrl, since 30 November 2022
Bhavesh Jain
Fund Manager of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Transfer Inc Dist cum Cap Wdrl, since 30 November 2022
- AUM of the fund stands at 1.4K Cr as of Dec'25
- AUM increased by 41.5 Cr between Dec'25 and Nov'25
Frequently Asked Questions for Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Transfer Inc Dist cum Cap Wdrl
How do I invest in Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Transfer Inc Dist cum Cap Wdrl?
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