Should I invest in Edelweiss Nifty Midcap150 Momentum 50 Index Fund?

We don't give personal investment advice. Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - IDCW is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

Edelweiss

Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - IDCW

Latest NAV

₹17.8486

As of

3 Jun 2026

861 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.15%	+0.09%	-0.25	220 / 246	Q4
1W	-2.39%	-1.14%	-1.25	202 / 246	Q4
2W	+0.13%	+0.01%	+0.12	147 / 246	Q3
1M	+1.10%	-0.58%	+1.68	20 / 246	Q1
3M	+2.13%	+0.04%	+2.09	62 / 241	Q2
6M	-2.21%	-2.34%	+0.14	150 / 235	Q3
YTD	-0.37%	-2.52%	+2.15	126 / 238	Q3
1Y	+0.74%	+0.63%	+0.11	125 / 220	Q3
2Y	-0.82%	+2.75%	-3.58	121 / 149	Q4
3Y	+20.03%	+9.27%	+10.76	9 / 113	Q1
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+17.51%	+5.47%	+12.04	13 / 246	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-0.37%	-2.50%	+2.14	125 / 236
2025	-5.25%	+4.47%	-9.72	156 / 185
2024	+30.35%	+12.46%	+17.89	1 / 122
2023	+49.07%	+19.34%	+29.73	4 / 86
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+25.31%

31 windows

min -9.2% · max 76.7%

65% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+21.46%

7 windows

min 19.8% · max 23.6%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

18.97%

3-year · annualised

Sharpe ratio

0.72

vs risk-free 6.5%

Sortino ratio

1.12

Downside-only deviation

Max drawdown

-26.01%

Sep 2024 → Mar 2025

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC NIFTY100 Low Volatility 30 Index Fund - Regular Plan	HDFC	₹9.9021	3 Jun 2026
Nippon India Nifty 500 Equal Weight Index Fund - Regular Plan - IDCW Option	Nippon India	₹9.3228	3 Jun 2026
SBI Nifty100 Low Volatility 30 Index Fund- Regular Plan- Income Cum Distribution Capital Withdrawal Option (IDCW)	SBI	₹9.7387	3 Jun 2026
Bandhan Nifty Alpha 50 Index Fund - Regular Plan - IDCW	Bandhan	₹13.4641	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Regular IDCW Payout	Aditya Birla Sun Life	₹10.1737	3 Jun 2026
Motilal Oswal BSE Low Volatility Index Fund-Regular plan	Motilal Oswal	₹15.3569	3 Jun 2026
Kotak Nifty 100 Equal Weight Index Fund - Regular Plan - IDCW Option	Kotak	₹10.6840	3 Jun 2026
Edelweiss Nifty 100 Quality 30 Index Fund Regular Plan IDCW	Edelweiss	₹13.9287	3 Jun 2026
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - IDCW	DSP	₹21.0583	3 Jun 2026
Navi Nifty Smallcap 250 Momentum quality index fund- Regular Plan	Navi	₹11.1657	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹17.8486
2 Jun 2026	₹17.8775
1 Jun 2026	₹17.9046
29 May 2026	₹18.2283
27 May 2026	₹18.4382
26 May 2026	₹18.3149
25 May 2026	₹18.2331
22 May 2026	₹18.0180
21 May 2026	₹17.9747
20 May 2026	₹17.9898

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - IDCW is ₹17.8486. It's a Index Fund from Edelweiss, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - IDCW has NAV history starting from 02 Dec 2022, a track record of about 3 years 6 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - IDCW is managed by Edelweiss. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - IDCW has delivered a absolute return of 0.74% — +0.11 pp ahead of the Index Fund category average of 0.63%. The fund ranks #125 of 220 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - IDCW has delivered a CAGR of 20.03% — +10.76 pp ahead of the Index Fund category average of 9.27%. The fund ranks #9 of 113 in its category — the top (Q1) quartile.

Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - IDCW doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - IDCW exactly 3 years ago would be worth approximately ₹172,942 today — a multiplier of 1.73×, based on the 3-year CAGR of 20.03%. The category average over the same window would have grown ₹1 lakh to ₹130,469.

A ₹10,000 monthly SIP in Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - IDCW over the last 3 years — total invested ₹360,000 — would be worth ₹407,194 today. That's an XIRR (money-weighted annualised return) of 8.16%.

Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - IDCW doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹407,194 — XIRR 8.16%.

On a 3-year basis, Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - IDCW ranks #9 out of 113 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 9.27%; this fund delivered 20.03%.

The worst peak-to-trough decline Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - IDCW has experienced over the last 3-year window is 26.01% — its NAV fell from a high on 24 Sep 2024 to a low on 13 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - IDCW averaged 21.46% (best 23.55%, worst 19.81%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.72 — reasonable risk-adjusted performance.

In calendar year 2025, Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - IDCW returned -5.25% — lagging the Index Fund category average of 4.47% by 9.72 pp. It ranked #156 of 185 in its category that year.

Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - IDCW doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - IDCW is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.