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
₹19.2383
-2.93%
(20 Dec)
AUM
686 Cr
TER
0.43%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+35.6%
+31.8%
+29.7%
+29.4%
+29.0%
3Y
NA
+24.6%
+24.9%
+24.9%
+24.6%
5Y
NA
+30.3%
NA
+28.3%
NA
ALL
+35.2%
+29.6%
+26.1%
+28.7%
+26.0%
VOL
16.9%
20.1%
16.4%
18.8%
16.4%
TER
0.4%
0.4%
0.4%
0.3%
0.3%
AUM
₹686 Cr
₹845 Cr
₹285 Cr
₹1,986 Cr
₹1,636 Cr
INFO
2.09
1.48
1.60
1.52
1.58
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 Oct
Top holdings
BSE Ltd
5.8%
Dixon Technologies (India) Ltd
5.4%
Cummins India Ltd
4.3%
Lupin Ltd
3.7%
PB Fintech Ltd
3.4%
Bharat Heavy Electricals Ltd
3.3%
Voltas Ltd
3.0%
Oil India Ltd
2.8%
HDFC Asset Management Co Ltd
2.7%
Rail Vikas Nigam Ltd
2.6%
Top industry exposure
Industrials
25.8%
Financial Services
16.8%
Real Estate
9.9%
Healthcare
9.6%
Basic Materials
9.4%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
109%
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

FAQs