Compare Quant Momentum Fund vs Edelweiss Nifty Midcap150 Momentum 50 Index Fund
Risk
Very High
Very High
Rating
-
2.0
Min SIP Amount
₹1000
₹100
Expense Ratio
3.05
1.66
NAV
₹15.86
₹18.38
Fund Started
30 Oct 2023
10 Nov 2022
Fund Size
₹1374.94 Cr
₹1723.34 Cr
Exit Load
Exit load of 1%, if redeemed within 15 days.
Exit load of 0.50%, if redeemed within 30 days.
1 Year
6.37%
-0.91%
3 Year
-
17.58%
5 Year
-
-
Equity
89.58%
99.65%
Cash
3.20%
-0.85%
Top 10 Holdings
Piramal Finance Ltd. | 10.16% |
Adani Green Energy Ltd. | 9.96% |
Adani Enterprises Ltd. | 9.70% |
Aurobindo Pharma Ltd. | 8.14% |
Varun Beverages Ltd. | 7.01% |
Indus Towers Ltd. | 5.26% |
Bharat Heavy Electricals Ltd. | 4.51% |
Max Healthcare Institute Ltd. | 4.44% |
Tech Mahindra Ltd. | 3.55% |
HFCL Ltd. | 2.98% |
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. There is no assurance that the investment objective of the Scheme will be realized.
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
30 Oct 2023
10 Nov 2022
