Edelweiss Nifty Midcap150 Momentum 50 Index Fund
Direct · Growth ₹18.47
06 Jul 2026
NAV
22.7%
3Y CAGR
23.6%
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.
8.91
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.
NA
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 | ₹12.56 L | 25.5% | -33.3% | 88.6% |
| 3 Years | ₹36.00 L | ₹41.63 L | 11.4% | 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 | 25.5% | 14.5% | 9.1% | +11.0% |
| 3 Years | 11.4% | 11.2% | 13.0% | +0.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 26.2% | 9.7% | -13.2% | 79.1% | 0.64 | 3.19 | 73% | — | — |
| 3 Years | 22.7% | 22.8% | 18.5% | 26.6% | 8.91 | — | 100% | — | — |
-25.8%
Max Drawdown
6 mo
Drawdown Duration
Not recovered
Recovery Time
-6.8%
Avg Drawdown
Calmar Ratio by Duration
1.02
1Y
0.88
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.69 | 1.20 | 116.8% | 110.2% | 0.3% | -3.4% |
| 3 Years | +11.79 | 1.17 | 119.9% | 106.3% | 18.5% | 6.7% |
| 5 Years | +7.61 | 1.13 | 114.3% | 101.4% | 12.8% | 5.3% |
| 7 Years | +5.56 | 1.13 | 114.3% | 101.4% | 9.0% | 3.8% |
| 10 Years | +4.08 | 1.13 | 114.3% | 101.4% | 6.2% | 2.6% |
| 12 Years | +3.53 | 1.13 | 114.3% | 101.4% | 5.1% | 2.2% |
| 15 Years | +2.97 | 1.13 | 114.3% | 101.4% | 4.1% | 1.7% |