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
₹19.5511
+0.88%
(13 Sep)
AUM
575 Cr
TER
0.31%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+58.2%
+48.1%
+48.1%
+48.1%
+47.6%
3Y
NA
+26.7%
+26.7%
+26.7%
+26.4%
5Y
NA
NA
NA
NA
NA
ALL
+42.3%
+30.4%
+30.4%
+30.4%
+30.2%
VOL
16.4%
16.4%
16.4%
16.4%
16.5%
TER
0.3%
0.4%
0.4%
0.4%
0.3%
AUM
₹575 Cr
₹273 Cr
₹273 Cr
₹273 Cr
₹1,549 Cr
INFO
2.57
1.86
1.86
1.86
1.83
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 Jul
Top holdings
Cummins India Ltd
4.6%
Dixon Technologies (India) Ltd
4.4%
Bharat Heavy Electricals Ltd
4.2%
Oil India Ltd
3.3%
Rail Vikas Nigam Ltd
3.2%
Indus Towers Ltd Ordinary Shares
3.2%
BSE Ltd
3.2%
Lupin Ltd
3.1%
Bharat Forge Ltd
2.8%
PB Fintech Ltd
2.8%
Top industry exposure
Industrials
28.4%
Financial Services
13.3%
Real Estate
10.4%
Basic Materials
10.1%
Utilities
8.4%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
221%
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