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Overview

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The Edelweiss Nifty500 Multicap Momentum Qual. 50 ETF, managed by Edelweiss Asset Management Limited, aims to align returns with the Nifty500 Multicap Momentum Quality 50 Total Return Index.

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This open-ended scheme employs a factor-based investment style, focusing on momentum and quality, while maintaining a tracking error of 0.52%, reflecting its commitment to benchmark replication.

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The portfolio features a concentrated allocation with top holdings including Eicher Motors Ltd. and Britannia Industries Ltd., emphasizing sectors like Financial Services and Fast Moving Consumer Goods.

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Over the past year, the fund has experienced a decline of 6.0%, indicating challenges in performance consistency, while longer-term CAGR metrics remain unavailable for assessment.

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With an AUM of ₹30.99 Cr and an expense ratio of 0.31%, the fund is positioned for efficient cost management, reflecting a strategic approach to investor accessibility and liquidity.

AMC

Edelweiss Asset Management Limited

Manager

Bhavesh Jain

Benchmark

Nifty500 Multicap Momentum Quality 50...

Fund Size

31

Expense Ratio (%)

0.31%

Tracking Error (%)

0.52%

PE

Beta

Moderate Risk

Volatility

0.17

Dividend Yield (%)

52W Low

34.71

52W High

49.47

Standard Deviation

1.098

Risk Level

MEDIUM

Technicals

Bearish

RSI

50.69

EMA 50

42.24

EMA 200

41.22

Technicals

Oscillators

BearishNeutralBullish

Neutral

Bearish

4

Neutral

8

Bullish

2

Overall

BearishNeutralBullish

Bearish

Bearish

28

Neutral

8

Bullish

10

Moving Averages

BearishNeutralBullish

Bearish

Bearish

24

Neutral

0

Bullish

8

Overall

BearishNeutralBullish

Bearish

Bearish

28

Neutral

8

Bullish

10

Holdings(Top 10 Holdings)

CompanyWeightage (%)
Eicher Motors Ltd.5.27%
Britannia Industries Ltd.5.17%
Nestle India Ltd.5.16%
Bajaj Finance Ltd.5.07%
Divi's Laboratories Ltd.4.99%

Allocation

Industry
Asset
Industry
No ConstituentsNo Constituents

No data found

Peers

No ConstituentsNo Constituents