Edelweiss Nifty Midcap150 Momentum 50 Index Fund
Direct · Growth ₹18.94
18 Aug 2026
NAV
22.2%
3Y CAGR
23.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.91
Sharpe
-25.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.43%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.52 L | 24.9% | -33.3% | 88.6% |
| 3 Years | ₹36.00 L | ₹41.27 L | 11.0% | 2.1% | 19.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 24.9% | 14.4% | 9.4% | +10.5% |
| 3 Years | 11.0% | 11.1% | 12.3% | -0.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 25.5% | 8.1% | -13.2% | 79.1% | 0.62 | 3.10 | 73% | — | — |
| 3 Years | 22.2% | 22.5% | 17.3% | 26.6% | 6.91 | — | 100% | — | — |
-25.8%
Max Drawdown
6 mo
Drawdown Duration
Not recovered
Recovery Time
-6.8%
Avg Drawdown
Calmar Ratio by Duration
0.99
1Y
0.86
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.31 | 1.17 | 114.4% | 103.0% | 4.8% | -2.9% |
| 3 Years | +10.11 | 1.17 | 119.7% | 107.8% | 18.1% | 7.8% |
| 5 Years | +8.25 | 1.12 | 114.0% | 100.1% | 13.3% | 5.3% |
| 7 Years | +5.99 | 1.12 | 114.0% | 100.1% | 9.4% | 3.7% |
| 10 Years | +4.36 | 1.12 | 114.0% | 100.1% | 6.5% | 2.6% |
| 12 Years | +3.74 | 1.12 | 114.0% | 100.1% | 5.4% | 2.2% |
| 15 Years | +3.14 | 1.12 | 114.0% | 100.1% | 4.3% | 1.7% |