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
₹18.1531
+0.50%
(16 Sep)
AUM
949 Cr
TER
0.43%
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
-1.7%
-4.0%
-6.7%
-7.0%
-7.6%
3Y
+23.0%
+32.8%
+23.3%
+23.2%
NA
5Y
NA
NA
NA
NA
NA
ALL
+22.1%
+35.0%
+18.1%
+18.9%
+22.6%
VOL
17.3%
20.8%
20.6%
19.8%
18.3%
TER
0.3%
0.4%
0.5%
0.3%
0.4%
AUM
₹474 Cr
₹790 Cr
₹242 Cr
₹510 Cr
₹949 Cr
INFO
1.28
1.68
0.88
0.96
1.23
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 Aug
Top holdings
Max Financial Services Ltd
4.9%
Max Healthcare Institute Ltd Ordinary Shares
4.9%
Suzlon Energy Ltd
4.0%
BSE Ltd
4.0%
Coforge Ltd
3.8%
Solar Industries India Ltd
3.7%
One97 Communications Ltd
3.5%
Persistent Systems Ltd
3.3%
SRF Ltd
3.2%
Dixon Technologies (India) Ltd
3.1%
Top industry exposure
Financial Services
26.9%
Basic Materials
17.3%
Technology
13.7%
Industrials
13.5%
Healthcare
12.7%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
108%
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