Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - IDCW
Category: Index Fund
Launch Date: 01-12-2022
AUM:
₹ 274.45 Cr
Expense Ratio
1.09%
Benchmark
NIFTY Midcap 150 Moment 50 TRI
ISIN
INF754K01QA8
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
500
Fund Manager
Bhavesh Jain, Bharat Lahoti
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - IDCW | 68.7 | - | - |
| NIFTY Midcap 150 Moment 50 TRI | 70.48 | 33.23 | 34.49 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
16.7563
Last change
0.17 (0.9954%)
Fund Size (AUM)
₹ 274.45 Cr
Performance
41.21% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Bhavesh Jain, Bharat Lahoti
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| REC Ltd. | 5.08 |
| Power Finance Corporation Ltd. | 4.73 |
| Lupin Ltd. | 4.73 |
| Aurobindo Pharma Ltd. | 4.55 |
| Bharat Heavy Electricals Ltd. | 4.38 |
| Indian Railway Finance Corporation Ltd. | 3.46 |
| Jindal Stainless Ltd. | 3.43 |
| Polycab India Ltd. | 3.22 |
| Supreme Industries Ltd. | 3.1 |
| NMDC Ltd. | 3.01 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 24.2 |
| Healthcare | 18.7 |
| Capital Goods | 10.76 |
| Construction | 9.27 |
| Metals & Mining | 9.12 |
| Automobile | 5.82 |
| Chemicals | 4.45 |
| Technology | 4.12 |
| Energy | 3.85 |
| Materials | 3.66 |