Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth

Scheme code: INF754K01QD2 NAV value: ₹ 16.6600 NAV date: 19 March, 2026 TER: 0.43%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-13.20	79.11	17.52	29.55	9.23
3 year	21.62	26.62	23.90	23.89	15.72

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	29.55
3 year	6.28	30.95	15.04	23.89
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	29.55
3 year	6.56	19.64	13.57	23.89
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	29.55
3 year	7.68	21.49	15.06	23.89
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	29.55
3 year	8.04	32.03	17.81	23.89
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,10,905 - Absolute Returns: ₹1,10,905 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,45,728 - Absolute Returns: ₹8,45,728 - CAGR: %

Max Drawdown

-25.79 %

Drawdown Duration

6 months

Avg Drawdown

-6.37 %

1 Y

1.146

3 Y

0.9265

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	6.72	1.20	125.3	117.1	10.23 %	4.00 %
3 years	10.04	1.14	117.0	105.0	22.00 %	11.28 %
5 years	6.18	1.12	114.6	102.9	10.53 %	4.59 %
7 years	4.55	1.12	114.6	102.9	7.41 %	3.26 %
10 years	3.38	1.12	114.6	102.9	5.13 %	2.27 %
12 years	2.94	1.12	114.6	102.9	4.26 %	1.89 %
15 years	2.50	1.12	114.6	102.9	3.39 %	1.51 %