Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 72.83 | N/A | N/A | N/A |
Average Rolling Returns(%) | 65.78 | N/A | N/A | N/A |
The Current NAV of Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth is ₹17.47.
It is better to invest in a fund with a longer track record as Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth fund’s expense ratio is 1.09%
The process for redemption is
The AUM of Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth is currently ₹274 Crores.
The Top three stocks are REC, Lupin and Power Finance Corp and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 40% of fund’s portfolio respectively.
Top three sectors of Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth fund are BFSI, Healthcare and Construction & Infrastructure accounting for 60% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth Fund is Index Funds - Other.
Bhavesh Jain and Bharat Lahoti manage the Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth Fund.
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth current PE ratio is 40.81 and PB ratio is 7.09
The asset allocation of Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth is Stocks : 99.68%, Debt : 0.27% and Gold : 0%
The minimum SIP amount for Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth is 0.50% on or before 30 days, Nil after 30 days