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
₹18.5993
+0.36%
(10 Feb)
AUM
1,023 Cr
TER
0.44%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above 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
+32.2%
+18.9%
+15.2%
+8.4%
+8.4%
3Y
+35.9%
+28.4%
+25.4%
+24.9%
+25.4%
5Y
NA
NA
NA
NA
NA
ALL
+37.3%
+27.2%
+21.1%
+20.5%
+21.4%
VOL
20.2%
16.5%
16.9%
17.8%
18.1%
TER
0.4%
0.4%
0.3%
0.4%
0.4%
AUM
₹1,454 Cr
₹199 Cr
₹586 Cr
₹1,023 Cr
₹1,407 Cr
INFO
1.85
1.65
1.24
1.15
1.18
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 31st Dec
Top holdings
Hero MotoCorp Ltd
5.1%
BSE Ltd
4.9%
Muthoot Finance Ltd
4.8%
AU Small Finance Bank Ltd
4.5%
The Federal Bank Ltd
4.2%
Cummins India Ltd
4.0%
L&T Finance Ltd
3.7%
One97 Communications Ltd
3.6%
Ashok Leyland Ltd
3.3%
Max Financial Services Ltd
3.0%
Top industry exposure
Financial Services
40.9%
Industrials
17.7%
Consumer Cyclical
10.5%
Basic Materials
9.1%
Technology
7.6%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
147%
Lock-in period
-
Exit load
• 0.5% for redemption within 30 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)
Rakesh Prajapati
Nitin Sharma

FAQs