Tata Nifty Midcap 150 Momentum 50 Index Growth Direct Plan
SIP amount
Min. ₹150
Lumpsum amount
Min. ₹5,000

Tata Nifty Midcap 150 Momentum 50 Index Growth Direct Plan

NAV
₹16.3722
-0.46%
(3 Apr)
AUM
654 Cr
TER
0.4%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+5.4%
+5.4%
+5.1%
+5.1%
+0.7%
3Y
+21.0%
+19.9%
+19.7%
+19.9%
NA
5Y
NA
+34.4%
NA
NA
NA
ALL
+21.0%
+25.0%
+21.3%
+21.2%
+22.3%
VOL
17.2%
19.0%
16.9%
16.8%
18.3%
TER
0.3%
0.3%
0.3%
0.4%
0.4%
AUM
₹372 Cr
₹1,801 Cr
₹1,417 Cr
₹283 Cr
₹654 Cr
INFO
1.22
1.31
1.26
1.26
1.22
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Nifty Midcap 150 Momentum 50 Index (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
BSE Ltd
5.3%
Persistent Systems Ltd
5.2%
Indian Hotels Co Ltd
5.2%
Max Healthcare Institute Ltd Ordinary Shares
5.0%
Coforge Ltd
4.9%
Dixon Technologies (India) Ltd
4.8%
PB Fintech Ltd
4.5%
Lupin Ltd
4.4%
The Federal Bank Ltd
3.6%
Fortis Healthcare Ltd
3.3%
Top industry exposure
Technology
21.1%
Financial Services
18.2%
Healthcare
18.1%
Consumer Cyclical
14.9%
Industrials
11.5%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
120%
Lock-in period
-
Exit load
• 0.25% for redemption within 90 days
Fund objective
The investment objective of the scheme is to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error
Fund manager(s)
Kapil Menon
Rakesh Prajapati

FAQs