Edelweiss Nifty Midcap150 Momentum 50 Index Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation22.5%
Sharpe Ratio-0.14
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
BSE LtdFinancial Services7.68%
Max Healthcare Institute Ltd Ordinary SharesServices4.78%
Coforge LtdTechnology4.69%
Indian Hotels Co LtdConsumers4.62%
Persistent Systems LtdTechnology4.59%
PB Fintech LtdFinancial Services4.51%
Dixon Technologies (India) LtdTechnology4.24%
Lupin LtdServices3.80%
The Federal Bank LtdFinancial Services3.44%
Fortis Healthcare LtdServices3.19%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.1%
Regulatory & Tax Information
INF754K01QB6
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)