Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Direct Plan - Growth
Edelweiss Mutual Fund · Index & ETF · mandate: passive replication of the stated index · tracks: Nifty Midcap150 Momentum 50
AUM (all plans)
1,618 cr
TER direct / regular
1.06% / 1.66%
Tracks (from name)
Nifty Midcap150 Momentum 50
CAGR (full)
20.4%
Sharpe (full)
0.77
Sharpe (bull ≤Sep-24)
3.95
Sharpe (sideways Oct-24→)
-0.30
Max drawdown
-24.3%
Months of data
44
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
—
—
—
0
FY23*
-3.2%
-2.0%
-3.30
3
FY24
69.1%
44.0%
3.64
12
FY25
4.6%
-5.0%
0.04
12
FY26
-2.3%
1.8%
-0.39
12
FY27*
18.0%
6.6%
1.98
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2023
-3.0
-0.4
+0.1
+4.5
+6.4
+3.9
+6.7
+4.0
+4.8
-2.9
+11.8
+6.5
+50.3
2024
+7.5
-0.3
+1.5
+7.6
+4.5
+5.2
+4.6
+1.2
+0.9
-6.0
+1.1
+0.8
+32.0
2025
-11.3
-11.0
+9.3
+3.8
+5.6
+4.9
-4.2
-3.0
-1.2
+5.4
+2.7
-2.9
-4.2
2026
-2.3
+2.1
-11.8
+12.2
+3.8
-0.1
-0.4
+1.9
+3.8
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard