Tata Nifty Midcap 150 Index IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹5,000

Tata Nifty Midcap 150 Index IDCW Payout Direct Plan

NAV
₹9.9035
-1.14%
(11 Mar)
AUM
228 Cr
TER
0.1%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+10.5%
+10.5%
+10.5%
+10.3%
NA
3Y
+24.1%
+24.1%
+24.1%
+24.1%
NA
5Y
NA
NA
NA
NA
NA
ALL
+14.6%
+14.6%
+14.6%
+14.6%
-1.0%
VOL
20.2%
20.2%
20.2%
19.4%
13.1%
TER
0.5%
0.5%
0.5%
0.3%
0.1%
AUM
₹246 Cr
₹246 Cr
₹246 Cr
₹538 Cr
₹228 Cr
INFO
0.72
0.72
0.72
0.75
-0.07
See fund holdings as of 31st Jan
Top holdings
BSE Ltd
3.1%
Hero MotoCorp Ltd
1.9%
The Federal Bank Ltd
1.9%
Persistent Systems Ltd
1.8%
IndusInd Bank Ltd
1.6%
Suzlon Energy Ltd
1.6%
Indus Towers Ltd Ordinary Shares
1.6%
PB Fintech Ltd
1.5%
Ashok Leyland Ltd
1.5%
Cummins India Ltd
1.5%
Top industry exposure
Financial Services
26.5%
Industrials
17.4%
Consumer Cyclical
13.0%
Technology
9.8%
Basic Materials
9.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
37%
Lock-in period
-
Exit load
• 0.25% for redemption within 15 days
Fund objective
The investment objective of the scheme is to provide returns, before expenses, that commensurate with the performance of Nifty Midcap 150 Index (TRI), subject to tracking error. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund manager(s)
Rakesh Prajapati
Nitin Sharma

FAQs