Aeterna Wealth
Index Fund · Direct plan · Growth

Edelweiss Nifty Midcap150 Momentum 50 Index Fund (Direct)

Edelweiss Mutual Fund · benchmark Nifty MIDCAP150 Momentum 50 TRI · 3.9 years old · AMFI code 150902

B
Track-record rating: 2 of 3 in Index: NIFTY MIDCAP150 MOMENTUM 50

B (middle of the peer group), score 58.8 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months0.9%0.9%-0.0%2 / 3
1 year-0.1%0.4%-0.5%2 / 3
3 years (a year)14.2%14.9%-0.7%1 / 2
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Tracking difference, 1Y-0.51%
Tracking error, 1Y0.25%

Portfolio

Laurus Labs Ltd.7.0%
Multi Commodity Exchange Of India Ltd.6.0%
The Federal Bank Ltd.4.6%
Bharat Heavy Electricals Ltd.4.5%
GE Vernova T&D India Limited4.3%
BSE Ltd.4.1%
Bharat Forge Ltd.3.9%
Hitachi Energy India Ltd.3.5%
National Aluminium Company Ltd.3.2%
Polycab India Ltd.3.0%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of Edelweiss Nifty Midcap150 Momentum 50 Index Fund (Direct plan)?

₹18.35 on 5 Nov 2026 (Growth option).

What is the expense ratio of Edelweiss Nifty Midcap150 Momentum 50 Index Fund (Direct)?

0.74% a year; the Regular plan's is 1.34%.

What return has Edelweiss Nifty Midcap150 Momentum 50 Index Fund given over 3 years?

14.2% a year (Direct plan) over the 3 years to 5 Nov 2026, against 14.9% for the Nifty MIDCAP150 Momentum 50 total-return index.

What does Edelweiss Nifty Midcap150 Momentum 50 Index Fund invest in?

Its largest holdings are Laurus Labs Ltd., Multi Commodity Exchange Of India Ltd., The Federal Bank Ltd., with 50 stocks in all (September 2026 portfolio).

How is Edelweiss Nifty Midcap150 Momentum 50 Index Fund rated?

B: 2 of 3 Direct plans in Index: NIFTY MIDCAP150 MOMENTUM 50, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Edelweiss Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.