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Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund

Edelweiss Mutual Fund
Benchmark
Nifty500 Multicap Momentum Quality 50 TRI
Riskometer
Very High
Size
₹613 cr
Allotted
31 Oct 2024
Holdings as of
Not on record

Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund is a index funds etfs fund of Edelweiss Mutual Fund with ₹613 cr under management. It is ahead of its benchmark (Nifty500 Multicap Momentum Quality 50 TRI) in 0 of 1 periods. Its direct plan charges 0.70% a year. Manasi Jalgaonkar has managed it for 0.5 years.

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

Has Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund beaten its benchmark?

Ahead of its benchmark, Nifty500 Multicap Momentum Quality 50 TRI, in 0 of 1 periods in AMFI's figures; −4.35% over the last year against −3.76%.

Period returns

Direct Plan, growth · 3y and longer a year
PeriodFundNifty 500 TRIAhead
1 month−4.08% −3.60% —
3 months−3.38% −5.03% —
6 months−2.78% −1.83% —
1 year−3.86% −4.06% +0.20 pts
3 years— +9.27% —
5 years— +8.00% —
10 years— +12.69% —
Since start
from 5 Nov 2024
−6.36%——
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 (Nifty500 Multicap Momentum Quality 50 TRI) in 0 of 1 periods.
PeriodDirectRegularBenchmarkAheadRank
1y −4.35%−4.99%−3.76% −0.59 🔒
3y ——— — —
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

Nov 2024 to 14 Oct 2026
50100150 2025
Fund 86Nifty 500 TRI 99

₹100 put in at the start of Nov 2024 would be ₹86 on 14 Oct 2026, against ₹99 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 Nifty500 Multicap Momentum Quality 50 Index Fund cost?

0.70% a year on the direct plan, 1.37% on the regular plan; 255 of 285 funds in its category charge less.

Direct plan
0.70% a year
Category median 0.39%
Regular plan
1.37% a year
Category median 0.94%
Gap
0.67 points
for the same holdings
255 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 Nifty500 Multicap Momentum Quality 50 Index Fund?

Bharat Lahoti, since None; Bhavesh Jain, since None; Manasi Jalgaonkar, since 1 Apr 2026.

Bharat Lahoti
Comanage
None years
since None
Bhavesh Jain
Comanage
None years
since None
Manasi Jalgaonkar
Assistant Fund Manager
0.5 years
since 1 Apr 2026
Benchmark as filedNifty 500 Multicap Momentum Quality 50 TRI
Exit load
Exit Load: - If the units are redeemed/switched out on or before 30 days from the date of allotment – 0.10%. - 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 Nifty500 Multicap Momentum Quality 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 Nifty500 Multicap Momentum Quality 50 Index Fund?

Bharat Lahoti (Comanage) since None; Bhavesh Jain (Comanage) since None; Manasi Jalgaonkar (Assistant Fund Manager) since 1 Apr 2026.

What is the expense ratio of Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund?

0.70% a year on the direct plan and 1.37% on the regular plan (expense report, Oct 2026).

Inside the app

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