Edelweiss Nifty Midcap150 Momentum 50 Index Fund vs Tata NIFTY Midcap 150 Momentum 50 Index Fund
Direct Plan, Growth option · Data as on 30-10-2026
Edelweiss Nifty Midcap150 Momentum 50 Index Fund is an Index fund and Tata NIFTY Midcap 150 Momentum 50 Index Fund is an Index fund. In the 3 years to 30-10-2026, Edelweiss Nifty Midcap150 Momentum 50 Index Fund (Direct) returned 13.3% a year and Tata NIFTY Midcap 150 Momentum 50 Index Fund (Direct) returned 12.8% a year. Edelweiss Nifty Midcap150 Momentum 50 Index Fund charges 0.78% a year and Tata NIFTY Midcap 150 Momentum 50 Index Fund 0.77% (Direct plans). Their portfolios overlap 99.9%: they hold 50 of the same securities.
Edelweiss Nifty Midcap150 Momentum 50 Index Fund
Index
- 3 year return
- 13.3%
- Expense ratio
- 0.78%
- NAV
- ₹17.57
Tata NIFTY Midcap 150 Momentum 50 Index Fund
Index
- 3 year return
- 12.8%
- Expense ratio
- 0.77%
- NAV
- ₹17.48
Which is better, Edelweiss Nifty Midcap150 Momentum 50 Index or Tata NIFTY Midcap 150 Momentum 50 Index? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Edelweiss Nifty Midcap150 Momentum 50 Index returned more over 3 years: 13.3% a year against 12.8%.
- Edelweiss Nifty Midcap150 Momentum 50 Index returned more over 1 year: −4.5% against −4.8%.
- Tata NIFTY Midcap 150 Momentum 50 Index costs less: 0.77% a year against 0.78% (Direct plans).
- Tata NIFTY Midcap 150 Momentum 50 Index swung less over 3 years: a standard deviation of 19.7% a year against 19.7%.
- Edelweiss Nifty Midcap150 Momentum 50 Index fell less in its worst fall since 02-12-2022: −25.8% against −25.9%.
- Edelweiss Nifty Midcap150 Momentum 50 Index is the larger fund: ₹1,728 Cr against ₹1,206 Cr.
- Their portfolios overlap 99.9%: 50 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Edelweiss Nifty Midcap150 Momentum 50 Index Fund | Tata NIFTY Midcap 150 Momentum 50 Index Fund |
|---|---|---|
| Fund house | Edelweiss Mutual Fund | Tata Mutual Fund |
| Category | Index | Index |
| AUM | ₹1,728 Cr (30-09-2026) | ₹1,206 Cr (30-09-2026) |
| NAV | ₹17.57 (Direct) | ₹17.48 (Direct) |
| Expense ratio (Direct) | 0.78% | 0.77% |
| Expense ratio (Regular) | 1.38% | 1.30% |
| Riskometer | Very High | Very High |
| Benchmark | NIFTY Midcap 150 Momentum 50 TRI | NIFTY Midcap 150 Momentum 50 TRI |
| Launch date | 30-11-2022 | 20-10-2022 |
| Minimum investment | ₹100 | ₹5,000 |
| Lock in | None | None |
| Fund managers | Bhavesh Jain, Bharat Lahoti, Manasi Jalgaonkar | Nitin Sharma, Rakesh Prajapati |
| Exit load | Exit load of 0.50%, if redeemed within 30 days. | Exit load of 0.50%, if redeemed within 30 days. |
Edelweiss Nifty Midcap150 Momentum 50 Index vs Tata NIFTY Midcap 150 Momentum 50 Index: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund (Direct) | −2.15% | −4.26% | −2.43% | −4.45% | +13.28% | -- | -- |
| Tata NIFTY Midcap 150 Momentum 50 Index Fund (Direct) | −2.15% | −4.28% | −2.82% | −4.81% | +12.75% | -- | -- |
Edelweiss Nifty Midcap150 Momentum 50 Index vs Tata NIFTY Midcap 150 Momentum 50 Index: Year-wise Returns
| Year | Edelweiss Nifty Midcap150Edelweiss Nifty Midcap150 Momentum 50 Index | Tata NIFTY Midcap 150Tata NIFTY Midcap 150 Momentum 50 Index | Nifty Midcap150 Momentum 50 TRI |
|---|---|---|---|
| 2026to date | −3.65% | −4.02% | −3.44% |
| 2025 | −4.23% | −4.20% | −3.46% |
| 2024 | +31.99% | +30.89% | +32.30% |
| 2023 | +50.33% | +49.84% | +52.48% |
Edelweiss Nifty Midcap150 Momentum 50 Index vs Tata NIFTY Midcap 150 Momentum 50 Index: Rolling Returns
Every holding period of both funds, against Nifty Midcap150 Momentum 50 TRI, the benchmark of both
Rolling returns
Every 3-year holding period, 225 of them, one for each trading day from 02-12-2025 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Edelweiss Nifty Midcap150 Momentum 50 Index Fund (Direct)
Tata NIFTY Midcap 150 Momentum 50 Index Fund (Direct)
Nifty Midcap150 Momentum 50 TRI
to
Dec 2025Feb 2023
to
Feb 2026Apr 2023
to
Apr 2026Jun 2023
to
Jun 2026Aug 2023
to
Aug 2026Oct 2023
to
Oct 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Edelweiss Nifty Midcap150 Momentum 50 Index | 0.0 | 0.0 | 0.0 | 14.2 | 23.1 | 54.7 | 8.0 | 20.5% | 21.6% | 11.5% | 26.6% | 0% |
| Tata NIFTY Midcap 150 Momentum 50 Index | 0.0 | 0.0 | 0.0 | 15.6 | 25.0 | 56.7 | 2.7 | 20.0% | 21.0% | 11.0% | 25.7% | 0% |
| Nifty Midcap150 Momentum 50 TRI | 0.0 | 0.0 | 0.0 | 11.1 | 22.2 | 48.4 | 18.2 | 21.4% | 22.6% | 12.1% | 27.4% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is Nifty Midcap150 Momentum 50 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 02-12-2022. Past returns do not promise future returns.
Edelweiss Nifty Midcap150 Momentum 50 Index vs Tata NIFTY Midcap 150 Momentum 50 Index: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 02-12-2022 to 30-10-2026: 47 instalments, ₹4,70,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Edelweiss Nifty Midcap150 Momentum 50 IndexEdelweiss Nifty Midcap150 Momentum 50 Index Fund (Direct) | ₹4,70,000 | ₹5,52,711 | ₹82,711 | 8.3% |
| Tata NIFTY Midcap 150 Momentum 50 IndexTata NIFTY Midcap 150 Momentum 50 Index Fund (Direct) | ₹4,70,000 | ₹5,47,867 | ₹77,867 | 7.8% |
Edelweiss Nifty Midcap150 Momentum 50 IndexEdelweiss Nifty Midcap150 Momentum 50 Index Fund (Direct)
Tata NIFTY Midcap 150 Momentum 50 IndexTata NIFTY Midcap 150 Momentum 50 Index Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Edelweiss Nifty Midcap150 Momentum 50 Index vs Tata NIFTY Midcap 150 Momentum 50 Index: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Edelweiss Nifty Midcap150 Momentum 50 Index Fund (Direct) | Tata NIFTY Midcap 150 Momentum 50 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | −4.45% | −4.81% |
| Standard deviation | 18.57% | 18.70% |
| Sharpe ratio | -0.52 | -0.54 |
| Sortino ratio | -0.72 | -0.73 |
| Maximum drawdown | −14.7% (31-03-2026) | −14.6% (31-03-2026) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.49% | −0.82% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Nifty Midcap150 Momentum 50 Index Fund (Direct) | Tata NIFTY Midcap 150 Momentum 50 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | +13.28% | +12.75% |
| Standard deviation | 19.73% | 19.72% |
| Sharpe ratio | 0.37 | 0.34 |
| Sortino ratio | 0.50 | 0.46 |
| Maximum drawdown | −25.8% (13-03-2025) | −25.9% (13-03-2025) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.65% | −1.16% |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Nifty Midcap150 Momentum 50 Index Fund (Direct) | Tata NIFTY Midcap 150 Momentum 50 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | +15.03% | +14.36% |
| Standard deviation | 18.28% | 18.10% |
| Sharpe ratio | 0.48 | 0.45 |
| Sortino ratio | 0.65 | 0.61 |
| Maximum drawdown | −25.8% (13-03-2025) | −25.9% (13-03-2025) |
| Beta | 1.00 | 0.99 |
| Alpha | −0.62% | −1.32% |
From daily NAVs, 02-12-2022 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Edelweiss Nifty Midcap150 Momentum 50 Index Fund (Direct)
Tata NIFTY Midcap 150 Momentum 50 Index Fund (Direct)
Nifty Midcap150 Momentum 50 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund (Direct) | −25.8% | 24-09-2024 | 13-03-2025 | Not yet | -- | −13.2% |
| Tata NIFTY Midcap 150 Momentum 50 Index Fund (Direct) | −25.9% | 24-09-2024 | 13-03-2025 | Not yet | -- | −13.7% |
| Nifty Midcap150 Momentum 50 TRI | −25.5% | 24-09-2024 | 13-03-2025 | Not yet | -- | −12.1% |
From daily values since 02-12-2022, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Nifty Midcap150 Momentum 50 Index Fund (Direct)
Tata NIFTY Midcap 150 Momentum 50 Index Fund (Direct)
Nifty Midcap150 Momentum 50 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Nifty Midcap150 Momentum 50 Index Fund (Direct)
Tata NIFTY Midcap 150 Momentum 50 Index Fund (Direct)
Nifty Midcap150 Momentum 50 TRI
Against Nifty Midcap150 Momentum 50 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund (Direct) | 98% | 101% | 0.39% |
| Tata NIFTY Midcap 150 Momentum 50 Index Fund (Direct) | 98% | 102% | 0.38% |
From month-end values since 02-12-2022. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Edelweiss Nifty Midcap150 Momentum 50 Index vs Tata NIFTY Midcap 150 Momentum 50 Index: Portfolio Overlap
From each fund's latest monthly portfolio: Edelweiss Nifty Midcap150 Momentum 50 Index Fund, September 2026; Tata NIFTY Midcap 150 Momentum 50 Index Fund, September 2026
Holdings in common
- Overlap
- 99.9%
- Held by both
- 50
- Only in Edelweiss Nifty Midcap150 Momentum 50 Index
- 0
- Only in Tata NIFTY Midcap 150 Momentum 50 Index
- 0
| Security | % of Edelweiss Nifty Midcap150 Momentum 50 Index | % of Tata NIFTY Midcap 150 Momentum 50 Index |
|---|---|---|
| Laurus Labs Ltd. | 7.02% | 7.01% |
| Multi Commodity Exchange Of India Ltd. | 5.99% | 5.99% |
| The Federal Bank Ltd. | 4.60% | 4.60% |
| Bharat Heavy Electricals Ltd. | 4.45% | 4.45% |
| GE Vernova T&D India Limited | 4.28% | 4.28% |
| BSE Ltd. | 4.10% | 4.10% |
| Bharat Forge Ltd. | 3.90% | 3.90% |
| Hitachi Energy India Ltd. | 3.53% | 3.53% |
| National Aluminium Company Ltd. | 3.21% | 3.21% |
| Polycab India Ltd. | 3.03% | 3.03% |
| AU Small Finance Bank Ltd. | 2.68% | 2.68% |
| Vodafone Idea Ltd. | 2.47% | 2.47% |
| Aurobindo Pharma Ltd. | 2.35% | 2.35% |
| Marico Ltd. | 2.22% | 2.22% |
| Lupin Ltd. | 2.20% | 2.20% |
| Glenmark Pharmaceuticals Ltd. | 2.15% | 2.15% |
| IndusInd Bank Ltd. | 2.14% | 2.14% |
| Steel Authority of India Ltd. | 2.06% | 2.06% |
| Indus Towers Ltd. | 1.95% | 1.95% |
| Apar Industries Ltd. | 1.90% | 1.90% |
| One 97 Communications Ltd. | 1.87% | 1.87% |
| KEI Industries Ltd. | 1.74% | 1.74% |
| Fortis Healthcare Ltd. | 1.69% | 1.69% |
| FSN E-Commerce Ventures Ltd. | 1.65% | 1.65% |
| Aditya Birla Capital Ltd. | 1.65% | 1.65% |
| Ashok Leyland Ltd. | 1.63% | 1.63% |
| Radico Khaitan Ltd. | 1.61% | 1.61% |
| Lloyds Metals And Energy Ltd. | 1.53% | 1.53% |
| JSW Energy Ltd. | 1.51% | 1.51% |
| NMDC Ltd. | 1.33% | 1.33% |
| APL Apollo Tubes Ltd. | 1.24% | 1.24% |
| Oracle Financial Services Software Ltd. | 1.22% | 1.22% |
| Biocon Ltd. | 1.20% | 1.20% |
| Thermax Ltd. | 1.15% | 1.15% |
| Max Financial Services Ltd. | 1.11% | 1.11% |
| L&T Finance Ltd. | 1.08% | 1.08% |
| Nippon Life India Asset Management Ltd. | 1.08% | 1.08% |
| Indian Bank | 1.07% | 1.07% |
| Bank of Maharashtra | 1.05% | 1.05% |
| Oil India Ltd. | 1.00% | 1.00% |
| GMR Airports Ltd. | 0.99% | 0.99% |
| AIA Engineering Ltd. | 0.76% | 0.76% |
| Tata Communications Ltd. | 0.73% | 0.73% |
| Ajanta Pharma Ltd. | 0.69% | 0.69% |
| Adani Total Gas Ltd. | 0.68% | 0.68% |
| NLC India Ltd. | 0.63% | 0.63% |
| Jindal Stainless Ltd. | 0.52% | 0.52% |
| Linde India Ltd. | 0.52% | 0.52% |
| Bank of India | 0.45% | 0.45% |
| 3M India Ltd. | 0.25% | 0.25% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 99.9% means 99.9% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Edelweiss Nifty Midcap150 Momentum 50 Index Fund
Every holding of this fund is also held by the other.
Largest holdings only in Tata NIFTY Midcap 150 Momentum 50 Index Fund
Every holding of this fund is also held by the other.
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Edelweiss Nifty Midcap150 Momentum 50 Index | Tata NIFTY Midcap 150 Momentum 50 Index |
|---|---|---|
| Equity | 99.9% | 99.9% |
| Debt | 0.0% | 0.0% |
| Cash and others | 0.1% | 0.1% |
Market cap of stocks
| Market cap | Edelweiss Nifty Midcap150 Momentum 50 Index | Tata NIFTY Midcap 150 Momentum 50 Index |
|---|---|---|
| Large Cap | 20.6% | 20.6% |
| Mid Cap | 79.3% | 79.3% |
| Small Cap | 0.0% | 0.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Edelweiss Nifty Midcap150 Momentum 50 Index | Tata NIFTY Midcap 150 Momentum 50 Index |
|---|---|---|
| Pharmaceuticals & Biotechnology | 15.6% | 15.6% |
| Electrical Equipment | 15.3% | 15.3% |
| Banks | 12.0% | 12.0% |
| Capital Markets | 11.2% | 11.2% |
| Industrial Products | 6.8% | 6.8% |
| Telecom - Services | 5.2% | 5.2% |
The six largest sectors of each fund's stocks, % of the fund.
Edelweiss Nifty Midcap150 Momentum 50 Index vs Tata NIFTY Midcap 150 Momentum 50 Index: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Edelweiss Nifty Midcap150 Momentum 50 Index Fund | Tata NIFTY Midcap 150 Momentum 50 Index Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.78% | 0.77% |
| Base expense ratio (Direct) | 0.39% | 0.38% |
| Total expense ratio (Regular) | 1.38% | 1.30% |
| Base expense ratio (Regular) | 0.90% | 0.89% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
Edelweiss Nifty Midcap150 Momentum 50 Index Fund vs Tata NIFTY Midcap 150 Momentum 50 Index Fund: Frequently Asked Questions
What is the difference between Edelweiss Nifty Midcap150 Momentum 50 Index Fund and Tata NIFTY Midcap 150 Momentum 50 Index Fund?
Edelweiss Nifty Midcap150 Momentum 50 Index Fund is an Index fund, Tata NIFTY Midcap 150 Momentum 50 Index Fund is an Index fund, run by Edelweiss Mutual Fund and Tata Mutual Fund. Their portfolios overlap 99.9%. Edelweiss Nifty Midcap150 Momentum 50 Index Fund charges 0.78% a year and Tata NIFTY Midcap 150 Momentum 50 Index Fund 0.77%.
Which has given higher returns, Edelweiss Nifty Midcap150 Momentum 50 Index Fund or Tata NIFTY Midcap 150 Momentum 50 Index Fund?
Over 1 year: Edelweiss Nifty Midcap150 Momentum 50 Index Fund −4.45%, Tata NIFTY Midcap 150 Momentum 50 Index Fund −4.81%. Over 3 years: Edelweiss Nifty Midcap150 Momentum 50 Index Fund +13.28% a year, Tata NIFTY Midcap 150 Momentum 50 Index Fund +12.75% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Edelweiss Nifty Midcap150 Momentum 50 Index Fund or Tata NIFTY Midcap 150 Momentum 50 Index Fund?
Tata NIFTY Midcap 150 Momentum 50 Index Fund charges less: 0.77% a year against 0.78%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Edelweiss Nifty Midcap150 Momentum 50 Index Fund and Tata NIFTY Midcap 150 Momentum 50 Index Fund overlap?
99.9%. They hold 50 of the same securities, the largest shared ones being LAURUSLABS, MCX, FEDERALBNK. From each fund's latest monthly portfolio.
Which is riskier, Edelweiss Nifty Midcap150 Momentum 50 Index Fund or Tata NIFTY Midcap 150 Momentum 50 Index Fund?
On SEBI's riskometer, Edelweiss Nifty Midcap150 Momentum 50 Index Fund is rated Very High and Tata NIFTY Midcap 150 Momentum 50 Index Fund Very High. Over 3 years, the standard deviation of daily returns was 19.73% and 19.72% a year.
Which is better for SIP, Edelweiss Nifty Midcap150 Momentum 50 Index Fund or Tata NIFTY Midcap 150 Momentum 50 Index Fund?
Over the last 3 years, a monthly SIP of ₹10,000 from 03-10-2023 to 30-10-2026 grew to ₹3,79,451 in Edelweiss Nifty Midcap150 Momentum 50 Index Fund (XIRR 1.6% a year) and ₹3,77,165 in Tata NIFTY Midcap 150 Momentum 50 Index Fund (XIRR 1.2% a year). Both received 37 instalments. Past returns do not promise future returns.
Can I invest in both Edelweiss Nifty Midcap150 Momentum 50 Index Fund and Tata NIFTY Midcap 150 Momentum 50 Index Fund?
Yes. 99.9% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Edelweiss Nifty Midcap150 Momentum 50 Index Fund and Tata NIFTY Midcap 150 Momentum 50 Index Fund?
Edelweiss Nifty Midcap150 Momentum 50 Index Fund: Bhavesh Jain, Bharat Lahoti, Manasi Jalgaonkar. Tata NIFTY Midcap 150 Momentum 50 Index Fund: Nitin Sharma, Rakesh Prajapati.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.