Compare Edelweiss Nifty Midcap150 Momentum 50 Index Fund vs Sundaram Mid Cap Fund
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.1
1.81
NAV
₹18.21
₹1571.10
Fund Started
10 Nov 2022
24 Jun 2002
Fund Size
₹1333.36 Cr
₹11898.19 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
1 Year
5.58%
12.02%
3 Year
22.44%
24.59%
5 Year
-
19.93%
Equity
99.77%
95.93%
Cash
-0.41%
4.07%
Top 10 Holdings
BSE Ltd. | 5.68% |
Hero Motocorp Ltd. | 5.03% |
Cummins India Ltd. | 4.59% |
The Federal Bank Ltd. | 4.57% |
Muthoot Finance Ltd. | 4.51% |
AU Small Finance Bank Ltd. | 4.35% |
Ashok Leyland Ltd. | 3.26% |
L&T Finance Ltd. | 3.15% |
GE Vernova T&D India Ltd | 3.13% |
Max Financial Services Ltd. | 2.99% |
Cummins India Ltd. | 4.05% |
GE Vernova T&D India Ltd | 3.44% |
Mahindra & Mahindra Financial Services Ltd. | 2.76% |
Coromandel International Ltd. | 2.64% |
The Federal Bank Ltd. | 2.27% |
BSE Ltd. | 2.13% |
Kalyan Jewellers India Ltd. | 2.13% |
Marico Ltd. | 2.10% |
Lupin Ltd. | 2.10% |
Jindal Steel Ltd. | 2.08% |
Name
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Start Date
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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 aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
Launch Date
10 Nov 2022
24 Jun 2002
