FundLens
30
Index — Mid CapAvoid

Edelweiss Nifty Midcap150 Momentum 50 Index

Edelweiss · Direct–Growth · rank #18 of 24 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
5.7%
-4.3% vs index
3 Years
15.7%
-0.5% vs index
5 Years
Since launch
17.8%

Year-by-year performance

last entry = YTD
2023
+50.3%
2024
+32.0%
2025
-4.2%
2026
+3.0%

Why this score

Edelweiss Nifty Midcap150 Momentum 50 Index scores 30/100 — #18 of 24 Index — Mid Cap fund (Avoid). It stands out for fund size — beating 90% of peers on fund size. The main drag is its 3y return (better than only 15% of peers).

Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.

3Y return15.67% · 15th percentile in category
Volatility19.84 · 3rd percentile in category
Expense ratio1.06% · 6th percentile in category
Fund size1743.02 Cr · 90th percentile in category
Alpha-3.69 · 15th percentile in category
1Y return5.69% · 11th percentile in category

Top holdings

top 5 = 24.9% of portfolio
1.Laurus Labs Ltd6.22%
2.The Federal Bank Ltd5.02%
3.Multi Commodity Exchange Of India Ltd4.72%
4.BSE Ltd4.67%
5.Bharat Forge Ltd4.31%

50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Mid Cap funds