Loading...

Fund Overview

Fund Size

Fund Size

-

Expense Ratio

Expense Ratio

0.16%

ISIN

ISIN

INF754K01TF1

Minimum SIP

Minimum SIP

₹5,000

Exit Load

Exit Load

-

Inception Date

Inception Date

31 Oct 2024

About this fund

This fund has been in existence for 1 months and 4 days, having been launched on 31-Oct-24
  • You can start investing in Edelweiss Nifty500 Multicap Momentum Quality 50 ETF with a SIP of ₹5000 or a Lumpsum investment of ₹5000.

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

14.19%

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

0.92

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.66

Higher the better

Fund Managers

BJ

Bhavesh Jain

Since October 2024

Additional Scheme Details

ISIN
INF754K01TF1
Expense Ratio
0.16%
Exit Load
-
Fund Size
-
Age
1 month
Lumpsum Minimum
₹5,000
Fund Status
Open Ended Investment Company
Benchmark
Nifty500 Multicap Mom Quality 50 TR INR

Investment ObjectiveInvestment 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

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

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.

Similar Multi-Cap Funds

Fund nameExpense RatioExit LoadFund size
1Y
Groww Multi Cap Fund Direct Growth

Moderately High risk

-0.0%--
Groww Multi Cap Fund Regular Growth

Moderately High risk

-0.0%--
HSBC Multi Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹4164.61 Cr-
HSBC Multi Cap Fund Regular Growth

Very High Risk

1.9%1.0%₹4164.61 Cr-
Tata Multicap Fund Direct Growth

Very High Risk

0.5%1.0%₹3218.66 Cr-
Tata Multicap Fund Regular Growth

Very High Risk

1.9%1.0%₹3218.66 Cr-
HDFC S&P BSE 500 ETF

Very High Risk

0.3%-₹13.62 Cr-
LIC MF Multi Cap Fund Direct Growth

Very High Risk

0.5%1.0%₹1349.65 Cr-
LIC MF Multi Cap Fund Regular Growth

Very High Risk

2.1%1.0%₹1349.65 Cr-
SBI Multicap Fund Direct Growth

Very High Risk

0.9%1.0%₹18603.41 Cr-

Risk Level

Your principal amount will be at Very High Risk

Very High Risk
Wealth Monitor

Unlock Expert Insights!

Maximise Returns with our Wealth Monitor App. Try it now!

Still got questions?
We're here to help.

The NAV of Edelweiss Nifty500 Multicap Momentum Quality 50 ETF, as of 03-Dec-2024, is ₹47.13.
The fund managers responsible for Edelweiss Nifty500 Multicap Momentum Quality 50 ETF are:-
  1. Bhavesh Jain