Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth

Fund Overview

Fund Size

₹1,142 Cr

Expense Ratio

1.10%

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 2 years, 9 months and 16 days, having been launched on 30-Nov-22.
As of 12-Sep-25, it has a Net Asset Value (NAV) of ₹17.69, Assets Under Management (AUM) of 1141.66 Crores, and an expense ratio of 1.1%.

Edelweiss Nifty Midcap150 Momentum 50 Index Fund Regular Growth has given a CAGR return of 22.73% since inception.
The fund's asset allocation comprises around 99.97% in equities, 0.00% in debts, and 0.03% 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

-7.56%

— (Cat Avg.)

Since Inception

+22.73%

— (Cat Avg.)

Portfolio Summaryas of 31st August 2025

Equity	₹1,141.36 Cr	99.97%
Others	₹0.29 Cr	0.03%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Max Financial Services Ltd	Equity	₹56.44 Cr	4.93%
Max Healthcare Institute Ltd Ordinary Shares	Equity	₹56.03 Cr	4.90%
Suzlon Energy Ltd	Equity	₹46.28 Cr	4.05%
BSE Ltd	Equity	₹45.21 Cr	3.95%
Coforge Ltd	Equity	₹43.34 Cr	3.79%
Solar Industries India Ltd	Equity	₹42.73 Cr	3.74%
One97 Communications Ltd	Equity	₹39.73 Cr	3.47%
Persistent Systems Ltd	Equity	₹37.85 Cr	3.31%
SRF Ltd	Equity	₹36.64 Cr	3.20%
Dixon Technologies (India) Ltd	Equity	₹35.34 Cr	3.09%
Fortis Healthcare Ltd	Equity	₹35.07 Cr	3.07%
HDFC Asset Management Co Ltd	Equity	₹35.07 Cr	3.07%
Coromandel International Ltd	Equity	₹34.26 Cr	2.99%
JK Cement Ltd	Equity	₹31.7 Cr	2.77%
SBI Cards and Payment Services Ltd Ordinary Shares	Equity	₹27.61 Cr	2.41%
Hitachi Energy India Ltd Ordinary Shares	Equity	₹26.51 Cr	2.32%
Marico Ltd	Equity	₹25.93 Cr	2.27%
PB Fintech Ltd	Equity	₹25.88 Cr	2.26%
UPL Ltd	Equity	₹25.86 Cr	2.26%
AU Small Finance Bank Ltd	Equity	₹24.04 Cr	2.10%
FSN E-Commerce Ventures Ltd	Equity	₹22.7 Cr	1.98%
Sundaram Finance Ltd	Equity	₹22.1 Cr	1.93%
The Federal Bank Ltd	Equity	₹21.95 Cr	1.92%
Indus Towers Ltd Ordinary Shares	Equity	₹21.76 Cr	1.90%
Muthoot Finance Ltd	Equity	₹21.62 Cr	1.89%
Mazagon Dock Shipbuilders Ltd	Equity	₹21.24 Cr	1.86%
APL Apollo Tubes Ltd	Equity	₹20.84 Cr	1.82%
Lupin Ltd	Equity	₹20.28 Cr	1.77%
Lloyds Metals & Energy Ltd	Equity	₹19.85 Cr	1.73%
MRF Ltd	Equity	₹18.35 Cr	1.60%
Page Industries Ltd	Equity	₹18.27 Cr	1.60%
Hindustan Petroleum Corp Ltd	Equity	₹17.32 Cr	1.51%
Bharat Dynamics Ltd Ordinary Shares	Equity	₹14.2 Cr	1.24%
Bharti Hexacom Ltd	Equity	₹13.84 Cr	1.21%
Jubilant Foodworks Ltd	Equity	₹13.71 Cr	1.20%
Berger Paints India Ltd	Equity	₹11.78 Cr	1.03%
Dalmia Bharat Ltd	Equity	₹11.2 Cr	0.98%
L&T Finance Ltd	Equity	₹11.03 Cr	0.96%
Abbott India Ltd	Equity	₹10.76 Cr	0.94%
Indian Bank	Equity	₹10.49 Cr	0.92%
GlaxoSmithKline Pharmaceuticals Ltd	Equity	₹9.34 Cr	0.82%
UNO Minda Ltd	Equity	₹8.67 Cr	0.76%
Indraprastha Gas Ltd	Equity	₹7.68 Cr	0.67%
Ipca Laboratories Ltd	Equity	₹7.58 Cr	0.66%
K.P.R. Mill Ltd	Equity	₹7.2 Cr	0.63%
Kalyan Jewellers India Ltd	Equity	₹6.68 Cr	0.58%
Biocon Ltd	Equity	₹6.32 Cr	0.55%
CRISIL Ltd	Equity	₹5.84 Cr	0.51%
Rail Vikas Nigam Ltd	Equity	₹5.3 Cr	0.46%
Godrej Industries Ltd	Equity	₹4.22 Cr	0.37%
Clearing Corporation Of India Ltd.	Cash - Repurchase Agreement	₹3.08 Cr	0.27%
Net Receivables/(Payables)	Cash - Collateral	₹-2.79 Cr	0.24%
Accrued Interest	Cash - Repurchase Agreement	₹0 Cr	0.00%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹307.28 Cr	26.86%
Basic Materials	₹198.21 Cr	17.33%
Technology	₹156.26 Cr	13.66%
Industrials	₹154.39 Cr	13.50%
Healthcare	₹145.38 Cr	12.71%
Consumer Cyclical	₹95.59 Cr	8.36%
Communication Services	₹35.6 Cr	3.11%
Consumer Defensive	₹25.93 Cr	2.27%
Energy	₹17.32 Cr	1.51%
Utilities	₹7.68 Cr	0.67%

Risk & Performance Ratios

Fund Managers

Bhavesh Jain

Since November 2022

Bharat Lahoti

Since November 2022

Additional Scheme Detailsas of 31st August 2025

ISIN

INF754K01PZ7

Expense Ratio

1.10%

Exit Load

No Charges

Fund Size

₹1,142 Cr

Age

2 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

₹1,87,360 Cr

Address

J.P.Morgan Tower, Mumbai, 400 098

Other Funds by Edelweiss Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
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Edelweiss Low Duration Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹634.40 Cr	-
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Edelweiss Consumption Fund Direct Growth Very High Risk	0.7%	1.0%	₹396.89 Cr	-
Edelweiss CRISIL IBX AAA Financial Services - Jan 2028 Index Fund Direct Growth Moderately High risk	0.2%	0.0%	₹110.89 Cr	-
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Direct Growth Very High Risk	0.4%	0.0%	₹318.59 Cr	-
Edelweiss Business Cycle Fund Direct Growth Very High Risk	0.4%	1.0%	₹1872.27 Cr	-11.8%
Edelweiss Nifty Alpha Low Volatility 30 Index Fund Direct Growth Very High Risk	0.4%	0.0%	₹152.45 Cr	-11.6%
Edelweiss Technology Fund Direct Growth Very High Risk	0.6%	1.0%	₹666.62 Cr	0.1%
Edelweiss Multi Cap Fund Direct Growth Very High Risk	0.4%	1.0%	₹2908.62 Cr	-2.2%
Edelweiss Banking and PSU Debt Fund Direct Growth Low to Moderate Risk	0.4%	0.0%	₹263.31 Cr	8.2%
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Edelweiss Liquid Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹8898.03 Cr	7.0%
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Edelweiss Nifty Smallcap 250 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹151.01 Cr	-6.5%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth Very High Risk	0.4%	0.0%	₹1141.66 Cr	-6.9%
Edelweiss Nifty Next 50 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹148.68 Cr	-9.1%
Edelweiss Large Cap Fund Direct Growth Very High Risk	0.6%	1.0%	₹1291.81 Cr	-1.8%
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Edelweiss Nifty 50 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹181.17 Cr	0.0%

Risk Level

Your principal amount will be at Very High Risk

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Still got questions?
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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 12-Sep-2025, is ₹17.69.

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

The fund's allocation of assets is distributed as 99.97% in equities, 0.00% in bonds, and 0.03% 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

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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Fund Overview

Fund Size

₹1,142 Cr

Expense Ratio

1.10%

ISIN

INF754K01PZ7

Minimum SIP

₹100

Exit Load

No Charges

Inception Date

30 Nov 2022

Risk Level

Your principal amount will be at Very High Risk