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
₹9.3804
+0.33%
(3 Feb)
AUM
27 Cr
TER
0.11%
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
+3.0%
+2.7%
+0.3%
-8.7%
NA
3Y
+16.4%
+19.4%
+21.5%
+22.1%
NA
5Y
+11.9%
+10.1%
NA
NA
NA
ALL
+12.6%
+9.8%
+23.6%
+23.2%
-6.2%
VOL
17.0%
18.9%
20.7%
21.6%
13.4%
TER
0.1%
0.4%
0.2%
0.3%
0.1%
AUM
₹582 Cr
₹496 Cr
₹661 Cr
₹320 Cr
₹27 Cr
INFO
0.74
0.52
1.14
1.08
-0.46
See fund holdings as of 31st Dec
Top holdings
A) Repo
5.2%
Indian Hotels Co Ltd
5.1%
Page Industries Ltd
4.3%
The Federal Bank Ltd
4.1%
Varun Beverages Ltd
4.0%
Gujarat Fluorochemicals Ltd Ordinary Shares
3.9%
Trent Ltd
3.8%
TVS Motor Co Ltd
3.8%
Tube Investments of India Ltd Ordinary Shares
3.4%
Max Healthcare Institute Ltd Ordinary Shares
3.4%
Top industry exposure
Consumer Cyclical
27.8%
Financial Services
21.6%
Industrials
18.3%
Basic Materials
14.0%
Consumer Defensive
5.1%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
64%
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)
Sailesh Jain

FAQs