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Edelweiss Nifty Midcap150 Momentum 50 Index Fund

Edelweiss Mutual Fund
Benchmark
NIFTY Midcap 150 Momentum 50 TRI
Riskometer
Very High
Size
₹1,743 cr
Allotted
30 Nov 2022
Holdings as of
Not on record

Edelweiss Nifty Midcap150 Momentum 50 Index Fund is a index funds etfs fund of Edelweiss Mutual Fund with ₹1,743 cr under management. It is ahead of its benchmark (NIFTY Midcap 150 Momentum 50 TRI) in 0 of 2 periods. Its direct plan charges 0.78% a year. Bhavesh Jain has managed it for 3.9 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Edelweiss Nifty Midcap150 Momentum 50 Index Fund beaten its benchmark?

Ahead of its benchmark, NIFTY Midcap 150 Momentum 50 TRI, in 0 of 2 periods in AMFI's figures; −0.95% over the last year against −0.45%.

Period returns

Direct Plan, growth · 3y and longer a year
PeriodFundNifty 500 TRIAhead
1 month−4.16% −3.60% —
3 months−3.44% −5.03% —
6 months−0.14% −1.83% —
1 year−0.39% −4.06% +3.67 pts
3 years+12.98% +9.27% +3.71 pts
5 years— +8.00% —
10 years— +12.69% —
Since start
from 2 Dec 2022
+15.90%——
Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (NIFTY Midcap 150 Momentum 50 TRI) in 0 of 2 periods.
PeriodDirectRegularBenchmarkAheadRank
1y −0.95%−1.58%−0.45% −0.50 🔒
3y +12.99%+12.22%+13.66% −0.67 🔒
5y ——— — —
10y ——— — —
Ahead in points a year · its rank among Index Funds ETFs funds, and how steady the lead is, in the app

Value of 100, month-end

Dec 2022 to 14 Oct 2026
50100150200250 20232025
Fund 187Nifty 500 TRI 148

₹100 put in at the start of Dec 2022 would be ₹187 on 14 Oct 2026, against ₹148 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does Edelweiss Nifty Midcap150 Momentum 50 Index Fund cost?

0.78% a year on the direct plan, 1.38% on the regular plan; 266 of 285 funds in its category charge less.

Direct plan
0.78% a year
Category median 0.39%
Regular plan
1.38% a year
Category median 0.94%
Gap
0.60 points
for the same holdings
266 of 285 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Other Scheme - Index Funds

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Edelweiss Nifty Midcap150 Momentum 50 Index Fund?

Bhavesh Jain, since 30 Nov 2022; Bharat Lahoti, since 30 Nov 2022; Manasi Jalgaonkar, since 1 Apr 2026.

Bhavesh Jain
Co-Manage
3.9 years
since 30 Nov 2022
Bharat Lahoti
Co-Manage
3.9 years
since 30 Nov 2022
Manasi Jalgaonkar
Assistant Fund Manager
0.5 years
since 1 Apr 2026
Benchmark as filedNifty Midcap150 Momentum 50 Index Total Return Index
Exit load
• If the units are redeemed / switched out on or before 30 days from the date of allotment – 0.50%. • If the units are redeemed / switched out after 30 days from the date of allotment – Nil
From 1 Scheme Summary Documents filed with NSE, first on 14 Apr 2026; as on 14 Apr 2026

What does Edelweiss Nifty Midcap150 Momentum 50 Index Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages Edelweiss Nifty Midcap150 Momentum 50 Index Fund?

Bhavesh Jain (Co-Manage) since 30 Nov 2022; Bharat Lahoti (Co-Manage) since 30 Nov 2022; Manasi Jalgaonkar (Assistant Fund Manager) since 1 Apr 2026.

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

0.78% a year on the direct plan and 1.38% on the regular plan (expense report, Oct 2026).

How has Edelweiss Nifty Midcap150 Momentum 50 Index Fund done?

Its direct plan returned +12.99% a year over 3 years against +13.66% for its benchmark, NIFTY Midcap 150 Momentum 50 TRI, as of 13 Oct 2026.

Inside the app

See Edelweiss Nifty Midcap150 Momentum 50 Index Fund beside your own funds in Valarth

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