Tata Nifty Midcap 150 Momentum 50 Index IDCW Payout Direct Plan
SIP amount
Min. ₹150
Lumpsum amount
Min. ₹5,000

Tata Nifty Midcap 150 Momentum 50 Index IDCW Payout Direct Plan

NAV
₹17.0346
+1.87%
(4 Feb)
AUM
725 Cr
TER
0.43%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below 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
+11.1%
+11.1%
+11.1%
+11.1%
+7.2%
3Y
+20.6%
+20.8%
+20.8%
+20.8%
NA
5Y
NA
NA
NA
NA
NA
ALL
+23.3%
+23.3%
+23.3%
+23.3%
+25.1%
VOL
16.7%
16.6%
16.6%
16.6%
17.8%
TER
0.3%
0.4%
0.4%
0.4%
0.4%
AUM
₹1,696 Cr
₹314 Cr
₹314 Cr
₹314 Cr
₹725 Cr
INFO
1.40
1.40
1.40
1.40
1.42
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 IDCW Payout (DP)
₹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
PB Fintech Ltd
5.1%
Coforge Ltd
5.0%
Persistent Systems Ltd
5.0%
Indian Hotels Co Ltd
5.0%
Dixon Technologies (India) Ltd
4.9%
BSE Ltd
4.8%
Max Healthcare Institute Ltd Ordinary Shares
4.5%
Lupin Ltd
4.3%
Kalyan Jewellers India Ltd
3.5%
Oracle Financial Services Software Ltd
3.3%
Top industry exposure
Technology
23.2%
Financial Services
17.9%
Healthcare
17.2%
Industrials
13.6%
Consumer Cyclical
12.3%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
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
Rakesh Prajapati

FAQs