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Compare Edelweiss Nifty Midcap150 Momentum 50 Index Fund vs Invesco India Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 4.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.1 | 1.73 |
NAV | ₹17.90 | ₹185.04 |
Fund Started | 10 Nov 2022 | 15 Feb 2007 |
Fund Size | ₹1183.88 Cr | ₹8518.36 Cr |
Exit Load | Exit load of 0.50%, if redeemed within 30 days. | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.1
1.73
NAV
₹17.90
₹185.04
Fund Started
10 Nov 2022
15 Feb 2007
Fund Size
₹1183.88 Cr
₹8518.36 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Returns
1 Year | -2.78% | 13.79% |
3 Year | - | 27.26% |
5 Year | - | 28.32% |
1 Year
-2.78%
13.79%
3 Year
-
27.26%
5 Year
-
28.32%
Holding Analysis
Equity | 100.08% | 99.68% |
Cash | -0.35% | 0.32% |
Equity
100.08%
99.68%
Cash
-0.35%
0.32%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.92% |
Max Healthcare Institute Ltd. | 4.79% |
Suzlon Energy Ltd. | 4.00% |
BSE Ltd. | 3.90% |
Solar Industries India Ltd. | 3.65% |
Coforge Ltd. | 3.54% |
Fortis Healthcare Ltd. | 3.30% |
One97 Communications Ltd. | 3.28% |
SRF Ltd. | 3.23% |
HDFC Asset Management Company Ltd. | 3.14% |
Name | Assets |
|---|---|
Swiggy Ltd. | 5.14% |
AU Small Finance Bank Ltd. | 5.10% |
L&T Finance Ltd. | 4.93% |
Prestige Estates Projects Ltd. | 4.29% |
Max Financial Services Ltd. | 3.88% |
Glenmark Pharmaceuticals Ltd. | 3.84% |
BSE Ltd. | 3.64% |
JK Cement Ltd. | 3.53% |
Global Health Ltd. | 3.40% |
The Federal Bank Ltd. | 3.31% |
Fund Manager
Name | Bharat Lahoti | Amit Ganatra |
Start Date | 12 Aug 2025 | 03 Oct 2025 |
Name
Bharat Lahoti
Amit Ganatra
Start Date
12 Aug 2025
03 Oct 2025
About Fund
Description | The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Midcap150 Momentum 50 Index subject to tracking errors. | The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies |
Launch Date | 10 Nov 2022 | 15 Feb 2007 |
Description
The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty Midcap150 Momentum 50 Index subject to tracking errors.
The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies
Launch Date
10 Nov 2022
15 Feb 2007