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InvestVerdict

Edelweiss Nifty Midcap150 Momentum 50 Index Fund

Regular Plan · Growth · Index Funds · Scheme code 150900

NAV₹18.6929as on 28 Aug 2026
Fund houseEdelweiss Mutual Fund
CategoryIndex Funds
Plan & optionRegular · Growth
History3.7 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 3.932.555.19 7.9616.99— ——17.71
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Index Funds
category median		 ——— 5.597.638.89 —11.16—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 18.3% 0.57 0.79 1.12 10.11% -26.0% 67.95
Nifty 100
benchmark		 17.1%0.23 0.32—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 44 months this scheme and its benchmark share.

Growth of ₹100 since launch

8112216320420242026InvestVerdict

Drawdown from peak (%)

0%-10%-19%-29%20242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
135 -12.3% 7.2% 77.2% 31%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Edelweiss Nifty Midcap150 Momentum 50 Index Fund

Regular Plan · Growth

Allocation

By asset

Equity99.65%
Cash & Equivalents0.35%

By market cap

Large Cap21.80%
Mid Cap77.85%

Concentration

Number of stocks50
Top 5 stocks25.10%
Top 10 stocks42.77%
Top 20 stocks65.33%
Largest holding5.64%
Largest sectorElectrical Equipment 15.68%
Effective stocks35.0
Cash0.35%
InvestVerdict

Edelweiss Nifty Midcap150 Momentum 50 Index Fund

Regular Plan · Growth · holdings

Top 18 holdings

#CompanySector% of fund
1— Capital Markets5.64%
2— Capital Markets5.02%
3— Electrical Equipment4.94%
4— Pharmaceuticals & Biotechnology4.82%
5— Banks4.68%
6— Electrical Equipment3.91%
7— Industrial Products3.64%
8— Auto Components3.56%
9— Electrical Equipment3.50%
10— Non - Ferrous Metals3.06%
11— Banks2.69%
12— Telecom - Services2.68%
13— Pharmaceuticals & Biotechnology2.55%
14— Agricultural Food & other Products2.29%
15— Pharmaceuticals & Biotechnology2.16%
16— Banks2.13%
17— Healthcare Services2.05%
18— Industrial Products2.03%

Sector split

Electrical Equipment — 15.7%Pharmaceuticals & Biotechnology — 13.4%Banks — 12.2%Capital Markets — 11.8%Industrial Products — 7.6%Telecom - Services — 5.5%Auto Components — 3.6%Non - Ferrous Metals — 3.1%Other — 27.2%Electrical Equipment15.7%Pharmaceuticals & Biotech…13.4%Banks12.2%Capital Markets11.8%Industrial Products7.6%Telecom - Services5.5%Auto Components3.6%Non - Ferrous Metals3.1%Other27.2%
Electrical Equipment15.68%
Pharmaceuticals & Biotechnology13.43%
Banks12.16%
Capital Markets11.80%
Industrial Products7.63%
Telecom - Services5.53%
Auto Components3.56%
Non - Ferrous Metals3.06%
Finance2.92%
Minerals & Mining2.82%

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.