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 Momentum 50 TRI
TER: 1.11% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 709.43 Cr As on 31-10-2024(Source:AMFI)
Turn over: 89% | Exit Load: upto 30 days from the date of allotment is 0.50% there after NIL. If the units are redeemed / switched out after 30 days from the date of allotment ? Nil

18.0341

33.86%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Midcap 150 Momentum 50 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 38.0 - - - -
ICICI Prudential Nifty Next 50 Index Fund - Growth 05-06-2010 44.09 25.92 15.85 19.08 13.9
DSP Nifty Next 50 Index Fund - Regular Plan - Growth 01-02-2019 43.9 26.01 16.04 19.23 -
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 05-06-2018 43.88 25.76 15.76 19.18 -
SBI Nifty Next 50 Index Fund - Regular Plan - Growth 05-05-2021 43.83 25.74 15.73 - -
HDFC NIFTY Next 50 Index Fund - Growth Option 05-11-2021 43.78 25.63 15.53 - -
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option 03-03-2021 43.74 25.63 15.92 - -
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth 16-04-2020 43.61 25.57 15.52 - -
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth 05-12-2019 43.44 25.51 15.53 - -
Edelweiss Nifty Next 50 Index Fund - Regular Plan - Growth 01-12-2022 43.44 - - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

-0.28%

Large Cap

13.83%

Mid Cap

86.31%

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