Compare Nippon India Active Momentum Fund vs Edelweiss Nifty Midcap150 Momentum 50 Index Fund
Risk
Very High
Very High
Rating
-
2.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.14
1.66
NAV
₹13.02
₹18.35
Fund Started
10 Feb 2025
10 Nov 2022
Fund Size
₹459.92 Cr
₹1723.34 Cr
Exit Load
Exit load of 1%, if redeemed within 1 year.
Exit load of 0.50%, if redeemed within 30 days.
1 Year
9.41%
-1.14%
3 Year
-
17.93%
5 Year
-
-
Equity
96.87%
99.65%
Cash
3.11%
-0.85%
Top 10 Holdings
HDFC Bank Ltd. | 7.72% |
ICICI Bank Ltd. | 6.06% |
GE Vernova T&D India Ltd | 3.49% |
Bajaj Finance Ltd. | 3.37% |
State Bank of India | 3.14% |
Eternal Ltd. | 3.11% |
Mahindra & Mahindra Ltd. | 3.06% |
Trent Ltd. | 2.63% |
Multi Commodity Exchange Of India Ltd. | 2.59% |
Hindustan Aeronautics Ltd. | 2.58% |
Multi Commodity Exchange Of India Ltd. | 5.64% |
BSE Ltd. | 5.02% |
GE Vernova T&D India Ltd | 4.94% |
Laurus Labs Ltd. | 4.82% |
The Federal Bank Ltd. | 4.68% |
Hitachi Energy India Ltd. | 3.91% |
Polycab India Ltd. | 3.64% |
Bharat Forge Ltd. | 3.56% |
Bharat Heavy Electricals Ltd. | 3.50% |
National Aluminium Company Ltd. | 3.06% |
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
