Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth

Fund House: Edelweiss Mutual Fund
Category: Index Fund
Launch Date: 01-12-2022
Asset Class:
Benchmark: NIFTY Midcap 150 Moment 50 TRI
TER: 1.03% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 215.78 Cr As on (31-03-2024)
Turn over: 146% | Exit Load: Exit load of 0.50%, if redeemed within 30 days.

15.7232

37.18%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 100 Equal Weight TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Midcap150 Momentum 50 Index subject to tracking errors.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth 01-12-2022 65.3 - - - -
Motilal Oswal S&P BSE Enhanced Value Index Fund-Regular plan 22-08-2022 87.81 - - - -
Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option 10-03-2022 75.05 25.06 - - -
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth 01-04-2021 74.45 24.93 22.73 - -
Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth 10-04-2023 74.0 - - - -
Edelweiss Nifty Smallcap 250 Index Fund - Regular Plan - Growth 01-12-2022 65.42 - - - -
ICICI Prudential Nifty Auto Index Fund - Growth 11-10-2022 65.33 - - - -
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan 05-09-2019 65.29 24.91 29.27 - -
SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth 05-10-2022 65.23 - - - -
ICICI Prudential Nifty Smallcap 250 Index Fund - Growth 02-11-2021 65.07 25.04 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

2.92%

Large Cap

19.36%

Mid Cap

77.72%

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