FundLens
43
Index — Mid CapAvoid

Edelweiss Nifty Midcap150 Momentum 50 Index

Edelweiss · Direct–Growth · rank #13 of 24 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
2.6%
-2.4% vs index
3 Years
15.0%
-0.2% vs index
5 Years
Since launch
17.4%

Year-by-year performance

last entry = YTD
2023
+50.3%
2024
+32.0%
2025
-4.2%
2026
+2.7%

Why this score

Edelweiss Nifty Midcap150 Momentum 50 Index scores 43/100 — #13 of 24 Index — Mid Cap fund (Avoid). It stands out for fund size and 3y return — beating 90% of peers on fund size. The main drag is its volatility (better than only 3% of peers).

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

Volatility19.83 · 3rd percentile in category
Expense ratio0.93% · 7th percentile in category
Fund size1833.83 Cr · 90th percentile in category
3Y return14.98% · 65th percentile in category
Alpha-3.19 · 18th percentile in category
1Y return2.65% · 8th percentile in category

Top holdings

top 5 = 25.5% of portfolio
1.Laurus Labs Ltd6.32%
2.Multi Commodity Exchange Of India Ltd5.74%
3.The Federal Bank Ltd4.81%
4.Bharat Heavy Electricals Ltd4.42%
5.GE T&D India Ltd4.22%

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

Other Index — Mid Cap funds