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Fund Overview of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-idcw
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₹1,675.7 CrAUM
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₹18.44NAV
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1.10%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 11.56% | NA | 4.37% |
| 6 Months | 4.36% | NA | 15.67% |
| 1 Year | 1.45% | 1.45% | -0.50% |
| 2 Years | -0.52% | -0.26% | 23.18% |
| 3 Years | 72.16% | 19.85% | 22.72% |
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Asset Allocation
equities
99.98%debt instruments
0.20%Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-idcw is one Equity mutual fund offered by Edelweiss Mutual Fund. Launched on 30 Nov 2022, the fund aims Long Term Capital appreciation l Passive Investment in equity and equity related securities replicating the composition of Nifty Midcap150 Momentum 50 Index , subject to tracking errors. It manages assets worth ₹1,675.7 crore as on Sun May 31, 2026. The expense ratio stands at 1.1%. Fund Manager Manager Education Fund Manager Manager EducationAbout Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-idcw
The portfolio allocation consists of 99.98% in equities, 0.20% in debt instruments.Managed by Bharat Lahoti, it has delivered a return of 1.45% in the last year, a total return since inception of 18.82%.
Investors commonly analyze the which sip is best before they plan systematic financial stability.
Key Metrics of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-idcw
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Standard Deviation20.13%
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Sharpe Ratio0.76%
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Alpha-0.69%
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Beta1.06%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-growth  |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Invesco India Mid Cap Fund Direct-growth |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Invesco India Mid Cap Fund Direct-idcw |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Motilal Oswal Midcap Fund Regular-growth |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Edelweiss Mid Cap Direct Plan-growth |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
| Edelweiss Mid Cap Direct Plan-idcw |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Edelweiss Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Edelweiss Mid Cap Fund Regular-growth
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₹16,849 | 2.00% | 10.56% | 3.98% | 5.72% | 22.21% |
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Edelweiss Mid Cap Direct Plan-growth
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₹16,849 | 2.11% | 10.89% | 4.62% | 7.05% | 23.85% |
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Edelweiss Mid Cap Direct Plan-idcw
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₹16,849 | 2.11% | 10.89% | 4.62% | 7.05% | 23.85% |
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Edelweiss Mid Cap Fund Regular-idcw
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₹16,849 | 2.00% | 10.56% | 3.98% | 5.72% | 22.21% |
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Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-growth
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₹1,676 | 3.52% | 11.56% | 4.36% | 1.45% | 19.85% |
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Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-growth
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₹1,676 | 3.57% | 11.73% | 4.69% | 2.13% | 20.70% |
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Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-idcw
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₹1,676 | 3.57% | 11.73% | 4.69% | 2.13% | 20.70% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹97,350 | ₹202.51 | 20.00% | 19.88% | 17.89% |
| HDFC Mid Cap Fund Direct-growth |
₹97,350 | ₹224.28 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Direct-idcw |
₹97,350 | ₹79.64 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Regular-idcw |
₹97,350 | ₹50.81 | 20.00% | 19.88% | 17.89% |
| Kotak Midcap Fund Regular-growth |
₹64,749 | ₹143.78 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-growth |
₹64,749 | ₹167.97 | 21.23% | 19.00% | 19.10% |
| Kotak Midcap Fund Regular-idcw |
₹64,749 | ₹78.97 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-idcw |
₹64,749 | ₹100.07 | 21.23% | 19.00% | 19.10% |
| Nippon India Growth Mid Cap Fund-growth |
₹47,415 | ₹4,457.74 | 22.50% | 20.65% | 18.74% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | ₹4,918.68 | 23.48% | 21.61% | 19.63% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bse Ltd | Financial | 7.55% | ₹126.53 Cr |
| Cummins India Ltd | Industrials | 5.16% | ₹86.49 Cr |
| The Federal Bank Ltd | Financial | 4.38% | ₹73.39 Cr |
| Au Small Finance Bank Ltd | Financial | 4.37% | ₹73.27 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 4.20% | ₹70.31 Cr |
| Muthoot Finance Ltd | Financial | 4.11% | ₹68.80 Cr |
| Ge T&d India Ltd | Industrials | 3.81% | ₹63.80 Cr |
| L&t Finance Holdings Ltd | Financial | 3.23% | ₹54.16 Cr |
| One 97 Communications Ltd | Industrials | 2.99% | ₹50.17 Cr |
| Fortis Healthcare Ltd | Healthcare | 2.96% | ₹49.64 Cr |
| Max Financial Services Ltd | Financial | 2.89% | ₹48.46 Cr |
| Aditya Birla Capital Ltd | Financial | 2.86% | ₹47.99 Cr |
| Ashok Leyland Ltd | Industrials | 2.83% | ₹47.45 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 2.69% | ₹45.07 Cr |
| Hitachi Energy India Ltd | Industrials | 2.53% | ₹42.44 Cr |
| Hdfc Asset Management Company Ltd | Financial | 2.46% | ₹41.17 Cr |
| Indian Bank | Financial | 2.35% | ₹39.36 Cr |
| Gmr Airports Infrastructure Ltd | Industrials | 2.28% | ₹38.23 Cr |
| Idfc First Bank Ltd | Financial | 2.24% | ₹37.47 Cr |
| Upl Ltd | Materials | 2.18% | ₹36.52 Cr |
| Glenmark Pharmaceuticals Ltd | Healthcare | 1.98% | ₹33.24 Cr |
| National Aluminium Company Ltd | Materials | 1.87% | ₹31.32 Cr |
| Polycab India Ltd | Industrials | 1.84% | ₹30.76 Cr |
| Persistent Systems Ltd | Technology | 1.79% | ₹29.93 Cr |
| Indus Towers Ltd | Technology | 1.78% | ₹29.90 Cr |
| Vodafone Idea Ltd | Technology | 1.71% | ₹28.69 Cr |
| Srf Ltd | Materials | 1.51% | ₹25.25 Cr |
| Coforge Ltd | Technology | 1.50% | ₹25.15 Cr |
| Mahindra & Mahindra Financial Services Ltd | Financial | 1.48% | ₹24.82 Cr |
| Lupin Ltd | Healthcare | 1.46% | ₹24.49 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 1.45% | ₹24.24 Cr |
| Marico Ltd | Consumer Staples | 1.27% | ₹21.23 Cr |
| Mrf Ltd | Consumer Discretionary | 1.13% | ₹19.02 Cr |
| Uno Minda Ltd | Consumer Discretionary | 1.00% | ₹16.74 Cr |
| Biocon Ltd | Healthcare | 0.96% | ₹16.13 Cr |
| Jk Cement Ltd | Materials | 0.93% | ₹15.58 Cr |
| Bank Of India | Financial | 0.88% | ₹14.72 Cr |
| Jindal Stainless Ltd | Materials | 0.85% | ₹14.23 Cr |
| Nippon Life India Asset Management Ltd | Financial | 0.81% | ₹13.64 Cr |
| Apl Apollo Tubes Ltd | Industrials | 0.80% | ₹13.36 Cr |
| Coromandel International Ltd | Materials | 0.79% | ₹13.19 Cr |
| Sundaram Finance Ltd | Financial | 0.69% | ₹11.49 Cr |
| Aia Engineering Ltd | Industrials | 0.66% | ₹11.01 Cr |
| Sbi Cards & Payments Services Ltd | Financial | 0.59% | ₹9.95 Cr |
| Berger Paints India Ltd | Materials | 0.41% | ₹6.86 Cr |
| 3m India Ltd | Diversified | 0.38% | ₹6.31 Cr |
| Dalmia Bharat Ltd | Materials | 0.38% | ₹6.29 Cr |
| Abbott India Ltd | Healthcare | 0.35% | ₹5.82 Cr |
| Bharti Hexacom Ltd. | Technology | 0.34% | ₹5.72 Cr |
| Indraprastha Gas Ltd | Energy & Utilities | 0.32% | ₹5.34 Cr |
| Others Cblo | Unspecified | 0.20% | ₹3.40 Cr |
| Cash | Unspecified | 0.00% | ₹0.00 Cr |
| Net Payables | Unspecified | -0.18% | ₹-2.82 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹108.95 | 19.05% | 23.01% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹44.44 | 19.05% | 23.01% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹231.24 | 25.62% | 21.86% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹80.73 | 25.62% | 21.86% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹94.42 | 17.89% | 21.73% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹42.67 | 17.89% | 21.73% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,918.68 | 23.48% | 21.61% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹190.79 | 23.48% | 21.61% | - |
| Edelweiss Mid Cap Direct Plan-growth |
₹125.75 | 23.85% | 20.92% | - |
| Edelweiss Mid Cap Direct Plan-idcw |
₹91.69 | 23.85% | 20.92% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-idcw
What is the current AUM of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-idcw?
As of Sun May 31, 2026, Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-idcw manages assets worth ₹1,675.7 crore
How has Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-idcw performed recently?
- 3 Months: 11.56%
- 6 Months: 4.36%
What is the long-term performance of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-idcw?
- 3 Years CAGR: 19.85%
- Since Inception: 18.82%
What is the portfolio composition of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-idcw?
Equity: 99.98%, Debt: 0.20%, Others: -0.18%.
Who manages Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-idcw?
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-idcw is managed by Bharat Lahoti from Edelweiss Mutual Fund.
What is the market-cap allocation of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-idcw?
Large Cap: 17.77%, Mid Cap: 81.25%, Small Cap: 0.98%.
Which are the top companies Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-idcw has invested in?
- BSE Ltd – 7.55% of the fund's portfolio
- Cummins India Ltd – 5.16% of the fund's portfolio
- The Federal Bank Ltd – 4.38% of the fund's portfolio
- AU Small Finance Bank Ltd – 4.37% of the fund's portfolio
- Hero Motocorp Ltd – 4.20% of the fund's portfolio
Which are the major sectors Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular-idcw focuses on?
- Financial – 40.89% of the fund's portfolio
- Industrials – 22.90% of the fund's portfolio
- Consumer Discretionary – 9.02% of the fund's portfolio
- Materials – 8.92% of the fund's portfolio
- Healthcare – 7.71% of the fund's portfolio
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