Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment
Equity, Mid Cap, Principal at very high risk
1 Year Return -1.27% at 08 Jun 2026 01:21 PM
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment: Mutual Fund Overview
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment is an Mid Cap mutual fund with over 3.52 years of performance history. The scheme manages an AUM of ₹1585.71 Cr and has a NAV of ₹17.8942. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -1.27%.
Fund Details
NAV 17.8942
Sub-Type Mid Cap
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 3.52
Fund Size(in Crores) 1585.71
Fund Performance
1 Month 0.8%
3 Month 2.82%
6 Month -1.28%
1 Year -1.27%
3 Year 19.97%
5 Year 0.0%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (100.08%) Market Cap Large Cap 28.92 Mid Cap 70.4 Small Cap 0.77 Top Sectors Financial 34.53 Services 12.75 Capital Goods 12.16 Automobile 9.88 Healthcare 7.96 Chemicals 4.63 Metals & Mining 4.27 Communication 3.38 Technology 3.02 Construction 2.28 Materials 1.81 Energy 1.77 Consumer Staples 1.64 Top Holding 3M India 0.4 Abbott India 0.34 Aditya Birla Capital 2.83 AIA Engineering 0.6 APL Apollo Tubes 0.86 Ashok Leyland 3.07 AU Small Finance Bank 4.68 Bank of India 0.91 Berger Paints India 0.4 Bharti Hexacom 0.36 Biocon 0.84 BSE 6.88 Coforge 1.31 Coromandel International 0.92 Cummins India 4.8 Dalmia Bharat 0.42 Fortis Healthcare 3.06 FSN E-Commerce Ventures 2.82 GE Vernova T&D 3.43 Glenmark Pharmaceuticals 2.18 GMR Airports 2.28 HDFC AMC 2.59 Hero Motocorp 4.53 Hindustan Petroleum Corporation 1.43 Hitachi Energy India 2.3 IDFC First Bank 2.27 Indian Bank 2.49 Indraprastha Gas 0.34 Indus Towers 1.72 Jindal Stainless 0.99 JK Cement 0.99 L&T Fin 3.28 Lupin 1.54 Mahindra & Mahindra Financial Services 1.57 Marico 1.24 Max Financial Services 2.84 MRF 1.24 Muthoot Finance 4.37 National Aluminium Company 1.83 Nippon Life India Asset Management 0.78 One97 Communications 3.04 Persistent Systems 1.71 Polycab India 1.63 SBI Cards 0.64 SRF 1.45 Sundaram Finance 0.77 The Federal Bank 4.52 UNO Minda 1.05 UPL 2.25 Vodafone Idea 1.3
Debt & Others (-0.07999999999999999%) Sector Allocation CBLO 0.22 Net Payables -0.3 Cash 0 Debt Credit Ratings Debt Category Others -0.08
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M 0.04% Ret 1Y 3.67% Ret 3Y 18.15% Ret 5Y 15.77%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M 0.04% Ret 1Y 3.67% Ret 3Y 18.15% Ret 5Y 15.77%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M 0.04% Ret 1Y 3.67% Ret 3Y 18.15% Ret 5Y 15.77%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M 0.31% Ret 1Y 3.28% Ret 3Y 20.08% Ret 5Y 17.11%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M 0.31% Ret 1Y 3.28% Ret 3Y 20.08% Ret 5Y 17.11%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M 0.31% Ret 1Y 3.28% Ret 3Y 20.08% Ret 5Y 17.11%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M 0.19% Ret 1Y 3.16% Ret 3Y 17.1% Ret 5Y 14.36%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M 0.19% Ret 1Y 3.16% Ret 3Y 17.1% Ret 5Y 14.36%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M 0.19% Ret 1Y 3.16% Ret 3Y 17.1% Ret 5Y 14.36%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M 1.15% Ret 1Y 4.92% Ret 3Y 20.47% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M 1.15% Ret 1Y 4.92% Ret 3Y 20.47% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.05%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Bharat Lahoti
Education Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
Experience Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
Manasi Jalgaonkar
Education PGDM, BMS
Experience Prior to joining the Edelweiss AMC, she was associated with ICICI AMC and Randstad.
Bhavesh Jain
Education Mr. Jain is a MMS (Finance) from Mumbai University.
Experience Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 23
Date of Incorporation 2022-11-30
Total AUM 174960.36
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment FAQs
How to invest in Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment?
Investing in Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment?
The term expense ratio for Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment is 1.05% as of 08 Jun 2026.
What is the NAV of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment?
The NAV of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment is ₹17.8942 as of 08 Jun 2026.
What is the AUM of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment?
The AUM (Assets Under Management) of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment is ₹1585.71 Cr as of 08 Jun 2026.
What is the PE and PB ratio of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment?
The PE ratio of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment?
Yes, you can invest in Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment in the last 5 years?
The return of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment in the last 5 years is 0.0%.
What is the minimum SIP investment required in Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment?
The minimum SIP investment in Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment depends on the fund's scheme rules and usually starts at a small amount. For Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment, the minimum SIP amount is ₹100.0.
What is the current NAV of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment?
The NAV of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment, as of 08 Jun 2026, is ₹17.8942.
Who manages the Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment?
The fund managers responsible for Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-IDCW Reinvestment are:
- Bharat Lahoti
- Manasi Jalgaonkar
- Bhavesh Jain