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InvestVerdict

Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund

Regular Plan · Growth · Index Funds · Scheme code 152988

NAV₹9.1957as on 27 Aug 2026
Fund houseEdelweiss Mutual Fund
CategoryIndex Funds
Plan & optionRegular · Growth
History1.8 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 4.55-0.434.34 5.22—— ——-4.38
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 18.1% -0.60 -0.82 1.26 -5.01% -27.9% 72.35
Nifty 100
benchmark		 17.1%0.23 0.32—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 21 months this scheme and its benchmark share.

Growth of ₹100 since launch

7486971092026InvestVerdict

Drawdown from peak (%)

0%-10%-21%-31%2026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
40 -15.7% -1.8% 13.1% 63%

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 Nifty500 Multicap Momentum Quality 50 Index Fund

Regular Plan · Growth

Allocation

By asset

Equity99.49%
Cash & Equivalents0.51%

By market cap

Large Cap52.42%
Mid Cap25.84%
Small Cap21.23%

Concentration

Number of stocks50
Top 5 stocks24.94%
Top 10 stocks47.22%
Top 20 stocks71.85%
Largest holding5.08%
Largest sectorCapital Markets 20.17%
Effective stocks31.3
Cash0.51%
InvestVerdict

Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund

Regular Plan · Growth · holdings

Top 18 holdings

#CompanySector% of fund
1— Industrial Products5.08%
2— Capital Markets4.99%
3— Capital Markets4.97%
4— Aerospace & Defense4.97%
5— Consumer Durables4.93%
6— Electrical Equipment4.88%
7— Consumable Fuels4.83%
8— Automobiles4.66%
9— Industrial Products4.13%
10— Electrical Equipment3.78%
11— Agricultural Food & other Products3.27%
12— Chemicals & Petrochemicals3.14%
13— Non - Ferrous Metals2.87%
14— Capital Markets2.80%
15— Electrical Equipment2.65%
16— Industrial Products2.28%
17— Capital Markets1.97%
18— Pharmaceuticals & Biotechnology1.93%

Sector split

Capital Markets — 20.2%Industrial Products — 15.2%Electrical Equipment — 14.6%Aerospace & Defense — 6.3%Automobiles — 5.3%Consumer Durables — 4.9%Consumable Fuels — 4.8%Pharmaceuticals & Biotechnology — 4.7%Chemicals & Petrochemicals — 4.3%Other — 19.9%Capital Markets20.2%Industrial Products15.2%Electrical Equipment14.6%Aerospace & Defense6.3%Automobiles5.3%Consumer Durables4.9%Consumable Fuels4.8%Pharmaceuticals & Biotech…4.7%Chemicals & Petrochemicals4.3%Other19.9%
Capital Markets20.17%
Industrial Products15.18%
Electrical Equipment14.57%
Aerospace & Defense6.26%
Automobiles5.25%
Consumer Durables4.93%
Consumable Fuels4.83%
Pharmaceuticals & Biotechnology4.67%
Chemicals & Petrochemicals4.26%
Non - Ferrous Metals4.26%

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.