Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth

Fund Overview

Fund Size

₹1,834 Cr

Expense Ratio

1.52%

ISIN

INF754K01PZ7

Minimum SIP

₹100

Exit Load

No Charges

Inception Date

30 Nov 2022

About this fund

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth is a Index Funds mutual fund schemes offered by Edelweiss Mutual Fund. This fund has been in existence for 3 years, 9 months and 25 days, having been launched on 30-Nov-22.
As of 23-Sep-26, it has a Net Asset Value (NAV) of ₹18.31, Assets Under Management (AUM) of 1833.83 Crores, and an expense ratio of 1.52%.

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth has given a CAGR return of 17.18% since inception.
The fund's asset allocation comprises around 99.96% in equities, 0.00% in debts, and 0.04% in cash & cash equivalents.
You can start investing in Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+3.83%

— (Cat Avg.)

3 Years

+14.64%

— (Cat Avg.)

Since Inception

+17.18%

— (Cat Avg.)

Portfolio Summaryas of 31st August 2026

Equity	₹1,833.03 Cr	99.96%
Others	₹0.8 Cr	0.04%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Laurus Labs Ltd	Equity	₹115.89 Cr	6.32%
Multi Commodity Exchange of India Ltd	Equity	₹105.33 Cr	5.74%
The Federal Bank Ltd	Equity	₹88.22 Cr	4.81%
Bharat Heavy Electricals Ltd	Equity	₹81.06 Cr	4.42%
GE Vernova T&D India Ltd	Equity	₹77.43 Cr	4.22%
BSE Ltd	Equity	₹74.31 Cr	4.05%
Bharat Forge Ltd	Equity	₹72.84 Cr	3.97%
Hitachi Energy India Ltd Ordinary Shares	Equity	₹66.47 Cr	3.62%
National Aluminium Co Ltd	Equity	₹61.34 Cr	3.35%
Polycab India Ltd	Equity	₹60.86 Cr	3.32%
AU Small Finance Bank Ltd	Equity	₹49.17 Cr	2.68%
Vodafone Idea Ltd	Equity	₹46.68 Cr	2.55%
Aurobindo Pharma Ltd	Equity	₹41.23 Cr	2.25%
IndusInd Bank Ltd	Equity	₹41.15 Cr	2.24%
Lupin Ltd	Equity	₹40.58 Cr	2.21%
Marico Ltd	Equity	₹39.58 Cr	2.16%
Glenmark Pharmaceuticals Ltd	Equity	₹38.94 Cr	2.12%
KEI Industries Ltd	Equity	₹38.26 Cr	2.09%
Steel Authority Of India Ltd	Equity	₹37.72 Cr	2.06%
Indus Towers Ltd Ordinary Shares	Equity	₹34.66 Cr	1.89%
Fortis Healthcare Ltd	Equity	₹34.09 Cr	1.86%
Apar Industries Ltd	Equity	₹33.03 Cr	1.80%
One97 Communications Ltd	Equity	₹32.69 Cr	1.78%
Ashok Leyland Ltd	Equity	₹31.64 Cr	1.73%
FSN E-Commerce Ventures Ltd	Equity	₹30.84 Cr	1.68%
Aditya Birla Capital Ltd	Equity	₹30.25 Cr	1.65%
Radico Khaitan Ltd	Equity	₹28.24 Cr	1.54%
JSW Energy Ltd	Equity	₹27.07 Cr	1.48%
NMDC Ltd	Equity	₹26.27 Cr	1.43%
Lloyds Metals & Energy Ltd	Equity	₹24.9 Cr	1.36%
Oracle Financial Services Software Ltd	Equity	₹24.56 Cr	1.34%
Biocon Ltd	Equity	₹22.79 Cr	1.24%
Thermax Ltd	Equity	₹22.5 Cr	1.23%
L&T Finance Ltd	Equity	₹22.37 Cr	1.22%
Max Financial Services Ltd	Equity	₹21.74 Cr	1.19%
APL Apollo Tubes Ltd	Equity	₹21.53 Cr	1.17%
Indian Bank	Equity	₹20.46 Cr	1.12%
Nippon Life India Asset Management Ltd Ordinary Shares	Equity	₹20.21 Cr	1.10%
Bank of Maharashtra	Equity	₹18.51 Cr	1.01%
Oil India Ltd	Equity	₹18.45 Cr	1.01%
GMR Airports Ltd	Equity	₹16.62 Cr	0.91%
AIA Engineering Ltd	Equity	₹14.31 Cr	0.78%
Tata Communications Ltd	Equity	₹13.02 Cr	0.71%
Adani Total Gas Ltd	Equity	₹12.21 Cr	0.67%
Ajanta Pharma Ltd	Equity	₹11.81 Cr	0.64%
NLC India Ltd	Equity	₹10.99 Cr	0.60%
Linde India Ltd	Equity	₹9.02 Cr	0.49%
Bank of India	Equity	₹8.42 Cr	0.46%
Jindal Stainless Ltd	Equity	₹8.42 Cr	0.46%
3M India Ltd	Equity	₹4.36 Cr	0.24%
Clearing Corporation Of India Ltd.	Cash - Repurchase Agreement	₹2.12 Cr	0.12%
Net Receivables/(Payables)	Cash - Collateral	₹-1.32 Cr	0.07%
Accrued Interest	Cash - Collateral	₹0 Cr	0.00%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Industrials	₹519.37 Cr	28.32%
Financial Services	₹500.15 Cr	27.27%
Healthcare	₹305.31 Cr	16.65%
Basic Materials	₹189.2 Cr	10.32%
Communication Services	₹94.35 Cr	5.15%
Consumer Defensive	₹67.83 Cr	3.70%
Technology	₹57.25 Cr	3.12%
Utilities	₹50.27 Cr	2.74%
Consumer Cyclical	₹30.84 Cr	1.68%
Energy	₹18.45 Cr	1.01%

Risk & Performance Ratios

Fund Managers

Bhavesh Jain

Since November 2022

Bharat Lahoti

Since November 2022

Manasi Jalgaonkar

Since April 2026

Additional Scheme Detailsas of 31st August 2026

ISIN

INF754K01PZ7

Expense Ratio

1.52%

Exit Load

No Charges

Fund Size

₹1,834 Cr

Age

3 years 9 months

Lumpsum Minimum

₹100

Fund Status

Open Ended Investment Company

Benchmark

Nifty Midcap 150 Momentum 50 TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

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About the AMC

Edelweiss Mutual Fund

+91 22 40979900

https://www.edelweissmf.com/

Total AUM

₹2,25,354 Cr

Address

J.P.Morgan Tower, Mumbai, 400 098

Other Funds by Edelweiss Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Edelweiss Ultra Short Term Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	-	-
Edelweiss Nifty REITs & Realty Index Fund Direct Growth Very High Risk	0.3%	0.0%	-	-
Edelweiss Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Direct Growth Very High Risk	0.7%	0.0%	₹56.71 Cr	-
Edelweiss Gold ETF FoF Direct Growth Very High Risk	0.1%	0.0%	₹52.66 Cr	-
Edelweiss Financial Services Fund Direct Growth Very High Risk	1.0%	1.0%	₹288.89 Cr	-
Edelweiss Silver ETF Fund of Fund Direct Growth Very High Risk	0.1%	-	₹107.41 Cr	-
Altiva Hybrid Long-Short Fund Direct Growth Low to Moderate Risk	1.2%	0.0%	₹7009.59 Cr	-
Edelweiss Multi Asset Omni Fund of Fund Direct Growth Very High Risk	0.2%	1.0%	₹532.41 Cr	12.3%
Edelweiss Income Plus Arbitrage Active Fund of Funds Direct Growth Low to Moderate Risk	0.1%	0.0%	₹124.45 Cr	5.8%
Edelweiss BSE Internet Economy Index Fund Direct Growth Very High Risk	0.6%	0.0%	₹40.66 Cr	9.0%
Edelweiss Low Duration Fund Direct Growth Low to Moderate Risk	0.3%	0.0%	₹500.83 Cr	6.4%
Edelweiss CRISIL-IBX AAA Bond NBFC-HFC - Jun 2027 Index Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹81.25 Cr	6.6%
Edelweiss Consumption Fund Direct Growth Very High Risk	0.9%	1.0%	₹492.55 Cr	-4.0%
Edelweiss CRISIL IBX AAA Financial Services - Jan 2028 Index Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹103.32 Cr	6.1%
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Direct Growth Very High Risk	0.8%	0.0%	₹625.99 Cr	-1.0%
Edelweiss Business Cycle Fund Direct Growth Very High Risk	1.2%	1.0%	₹1463.37 Cr	4.5%
Edelweiss Nifty Alpha Low Volatility 30 Index Fund Direct Growth Very High Risk	0.7%	0.0%	₹92.34 Cr	-1.1%
Edelweiss Technology Fund Direct Growth Very High Risk	0.8%	1.0%	₹808.96 Cr	6.8%
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Edelweiss Liquid Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹13272.23 Cr	6.6%
Edelweiss Mid Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹19924.32 Cr	7.8%
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Edelweiss Europe Dynamic Equity Offshore Fund Direct Growth Very High Risk	0.6%	1.0%	₹282.80 Cr	25.7%
BHARAT Bond FOF April 2030 Direct Growth Moderate Risk	0.0%	0.0%	₹8868.24 Cr	4.8%
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹128.70 Cr	5.3%
Edelweiss Flexi Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹3698.06 Cr	1.3%
Edelweiss Overnight Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹192.18 Cr	5.2%
Edelweiss Multi Asset Allocation Fund Direct Growth High Risk	0.8%	0.0%	₹2953.76 Cr	6.7%
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Growth Very High Risk	0.6%	0.0%	₹199.62 Cr	21.8%
Edelweiss Long Term Equity Fund Direct Growth Very High Risk	0.9%	0.0%	₹462.28 Cr	4.7%
Edelweiss Recently Listed IPO Fund Direct Growth Very High Risk	1.1%	2.0%	₹1230.36 Cr	21.1%
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Edelweiss Government Securities Fund Direct Growth Moderate Risk	0.5%	0.0%	₹123.12 Cr	1.9%
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Edelweiss Nifty Smallcap 250 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹284.59 Cr	7.0%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth Very High Risk	0.9%	0.0%	₹1833.83 Cr	4.5%
Edelweiss Nifty Next 50 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹302.84 Cr	4.7%
Edelweiss Large Cap Fund Direct Growth Very High Risk	1.0%	1.0%	₹1433.81 Cr	-1.2%
Edelweiss Aggressive Hybrid Fund Direct Growth Very High Risk	0.7%	1.0%	₹3997.70 Cr	2.3%
Edelweiss Focused Equity Fund Direct Growth Very High Risk	0.8%	1.0%	₹1050.43 Cr	0.9%
Edelweiss Nifty PSU Bond Plus SDL Apr 2027 50:50 Index Fund Direct Growth Low to Moderate Risk	0.3%	0.0%	₹2121.80 Cr	6.1%
BHARAT Bond FOF April 2025 Direct Growth Low to Moderate Risk	0.1%	0.0%	₹4072.13 Cr	7.7%
BHARAT Bond FOF April 2031 Direct Growth Moderate Risk	0.0%	0.0%	₹4587.38 Cr	4.4%

Risk Level

Your principal amount will be at Very High Risk

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What is the current NAV of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth?

The NAV of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth, as of 23-Sep-2026, is ₹18.31.

What are the returns of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth?

The fund has generated 3.83% over the last 1 year and 14.64% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.

What is the portfolio composition of Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth?

The fund's allocation of assets is distributed as 99.96% in equities, 0.00% in bonds, and 0.04% in cash and cash equivalents.

Who manages the Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth?

The fund managers responsible for Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth are:-

Bhavesh Jain
Bharat Lahoti
Manasi Jalgaonkar

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth

Fund Overview