Our Opinion
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Our Opinion
Riskometer
Very High
₹8.4957 1.16%
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Regular Plan
|
|
Very High
|
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1.03 |
||
|
|
Very High
|
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0.76 |
|||
 |
|
Very High
|
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1.49 |
||
|
|
Very High
|
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1.59 |
||
 |
|
Very High
|
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1.68 |
₹521 Cr
--
100
--
100
6
About Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Regular Plan
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Regular Plan is a equity mutual fund scheme of Edelweiss Mutual Fund. Launched on October 31, 2024, it is currently managed by Bhavesh Jain and Bharat Lahoti. The fund has an expense ratio of 1.03% with an overall AUM (Assets Under Management) of ₹521 Cr.
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Regular Plan is mandated to invest at least 25 per cent of its assets each in large, mid and small-cap stocks. Being passively managed, it replicates the portfolio of its chosen benchmark index. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.
Investment Strategy
The scheme seeks to provide returns before expenses that correspond to the total returns of the Nifty500 Multicap Momentum Quality 50 Index Fund, subject to tracking errors.
Suitability
Multi-cap funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Regular Plan can be bought from the Edelweiss Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Regular Plan, is ₹8.4957 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
5.70
|
|
|
5.57
|
|
|
5.18
|
|
|
5.16
|
|
|
5.16
|
Over the past five years, Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Regular Plan has delivered an annualised return of --% as of 19-Mar-2026.
The minimum investment required to start investing in Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Regular Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
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