Compare Nippon India Active Momentum Fund vs Edelweiss Nifty Midcap150 Momentum 50 Index Fund
Nippon India Active Momentum Fund
EquityThematic-Factor-based
Edelweiss Nifty Midcap150 Momentum 50 Index Fund
EquityThematic-Factor-based
Risk
Very High
Very High
Rating
-
2.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.28
1.38
NAV
₹12.46
₹17.80
Fund Started
10 Feb 2025
10 Nov 2022
Fund Size
₹591.99 Cr
₹1728.39 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load of 0.50%, if redeemed within 30 days.
1 Year
3.26%
-3.28%
3 Year
-
11.69%
5 Year
-
-
Equity
98.57%
99.87%
Cash
1.42%
-0.06%
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.30% |
ICICI Bank Ltd. | 6.10% |
Kotak Mahindra Bank Ltd. | 4.25% |
Dixon Technologies (India) Ltd. | 3.78% |
Sun Pharmaceutical Industries Ltd. | 3.44% |
Bajaj Finance Ltd. | 3.23% |
TVS Motor Company Ltd. | 3.20% |
Affle 3I Ltd. | 3.12% |
Torrent Pharmaceuticals Ltd. | 2.93% |
Eternal Ltd. | 2.92% |
Name | Assets |
|---|---|
Laurus Labs Ltd. | 7.02% |
Multi Commodity Exchange Of India Ltd. | 5.99% |
The Federal Bank Ltd. | 4.60% |
Bharat Heavy Electricals Ltd. | 4.45% |
GE Vernova T&D India Ltd | 4.28% |
BSE Ltd. | 4.10% |
Bharat Forge Ltd. | 3.90% |
Hitachi Energy India Ltd. | 3.53% |
National Aluminium Company Ltd. | 3.21% |
Polycab India Ltd. | 3.03% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to achieve long-term capital appreciation for its investors. This objective will be pursued by strategically investing in a diversified portfolio of equity and equity-related instruments. The selection of these instruments will be based on a quantitative model meticulously designed to identify potential investment opportunities that exhibit the potential for significant capital appreciation over the specified investment horizon.
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.
Launch Date
10 Feb 2025
10 Nov 2022
