MonitorDirect · Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund
- NAV
- 18.252
- 15 Sept 2026
- 1Y
- +0.9%
- Trailing CAGR
- AUM
- ₹1,743.02 Cr
- 31 Aug 2026
- Volatility
- High
- 18.5% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+0.9%
- 3Y+14.1%
- 5Yn/a
- 10Yn/a
- SI+16.7%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+0.1%
- 3Y+4.5%
- 5Yn/a
- 10Yn/a
- Since inception
- +16.7%
- Calendar-day CAGR
- Excess 1Y
- -4.6%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 79
- Vs comparable share classes
- Worst rolling 3Y
- +14.0%
- 195 daily-ending windows
- Median rolling 3Y
- +22.2%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +4.5%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 6 days
- 39 recovered episodes
- Longest recovery
- 59 days
- Trough to prior peak
- Current spell
- 721 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
24 Sept 2024 – open
Trough 13 Mar 2025 · not recovered
-25.8%
2 Dec 2022 – 26 May 2023
Trough 28 Mar 2023 · recovered in 59 days
-11.1%
3 Jun 2024 – 12 Jun 2024
Trough 4 Jun 2024 · recovered in 8 days
-9.1%
15 Jul 2024 – 28 Aug 2024
Trough 6 Aug 2024 · recovered in 22 days
-7.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
79
Vs category
22
Consistency
75
Risk-adjusted
58
Drawdown
36
Mean
54
Portfolio
31 Aug 2026 · 51 holdings · top 10 are 43.5%.
- Top 5
- 24.9%
- Top 10
- 43.5%
- Largest holding
- 6.3%
- Effective holdings
- 33.9
Laurus Labs Ltd
Healthcare
6.3%
Multi Commodity Exchange Of India Ltd
Financial
5.7%
The Federal Bank Ltd
Financial
4.8%
Bharat Heavy Electricals Ltd
Industrials
4.4%
GE T&D India Ltd
Industrials
4.2%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 100% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life Crisil IBX Gilt Apr 2028 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.1%
- 3Y
- +7.0%
- Vol
- 1.1%
- Max DD
- -0.7%
- Sharpe
- 1.65
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Aditya Birla Sun Life Nifty SDL Apr 2027 Index Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.9%
- 3Y
- +7.3%
- Vol
- 1.4%
- Max DD
- -3.5%
- Sharpe
- 0.87
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Axis CRISIL IBX 50:50 Gilt Plus SDL June 2028 Index Fund
Axis Mutual Fund
- 1Y
- +5.7%
- 3Y
- +7.4%
- Vol
- 1.2%
- Max DD
- -0.8%
- Sharpe
- 1.85
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Bajaj Finserv Nifty 50 Index Fund
Bajaj Finserv Mutual Fund
- 1Y
- -7.3%
- 3Y
- n/a
- Vol
- 12.3%
- Max DD
- -14.9%
- Sharpe
- -0.77
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
BANDHAN CRISIL IBX GILT APRIL 2026 INDEX FUND
Bandhan Mutual Fund
- 1Y
- +5.8%
- 3Y
- +6.8%
- Vol
- 0.8%
- Max DD
- -0.4%
- Sharpe
- 2.46
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns