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Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.40 | 44.03 | 2.67 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.57 | 42.93 | 1.39 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.10% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| Nifty500 Multicap Momentum Quality 50 - TRI |
About Index Fund
Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.
Peers & Comparison
EquityIndex Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund | — | — | — |
| UTI Nifty 50 Index Fund | 18.47% | 13.07% | 13.59% |
| HDFC Nifty 50 Index Fund | 18.42% | 13.04% | 13.72% |
| ICICI Pru Nifty 50 Index Fund | 18.40% | 13.03% | 13.66% |
Price Comparison
Compare Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Oct 2024
ACTUAL
Oct 2024
Sector Distribution
Oct 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Bajaj Auto Limited3M change : 5.34 %
Holdings
5.34 %
5.34 % - REC Limited3M change : 5.09 %
Holdings
5.09 %
5.09 % - Coal India Ltd3M change : 4.95 %
Holdings
4.95 %
4.95 %
AMC Profile
Edelweiss Asset Management Limited (EAML) is part of the Investment & Advisory line of Business of Edelweiss Group. EMAL is one of the fastest growing and young AMCs’ in India.
No.of Schemes
50
Total AUM
₹ 1,04,458.00 Cr.
Fund Manager Profile
Bharat Lahoti
AUM: ₹25,746.31 Cr.
|
Exp: 9yrs
Bhavesh Jain
AUM: ₹38,931.10 Cr.
|
Exp: 5yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Opinions and Fund Reviews
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%