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
₹19.0207
+1.61%
(26 Jul)
AUM
323 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
+66.1%
+53.3%
+53.3%
+53.3%
+52.8%
3Y
NA
+27.2%
+27.2%
+27.2%
+26.9%
5Y
NA
NA
NA
NA
NA
ALL
+42.7%
+29.8%
+29.8%
+29.8%
+29.6%
VOL
16.3%
16.4%
16.4%
16.4%
16.5%
TER
0.3%
0.4%
0.4%
0.4%
0.3%
AUM
₹323 Cr
₹223 Cr
₹223 Cr
₹223 Cr
₹1,426 Cr
INFO
2.63
1.82
1.82
1.82
1.79
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 May
Top holdings
REC Ltd
5.1%
Power Finance Corp Ltd
5.0%
Aurobindo Pharma Ltd
4.5%
Bharat Heavy Electricals Ltd
4.4%
Lupin Ltd
4.3%
Indian Railway Finance Corp Ltd Ordinary Shares
3.7%
Jindal Stainless Ltd
3.7%
Polycab India Ltd
3.6%
Supreme Industries Ltd
3.1%
Prestige Estates Projects Ltd
3.0%
Top industry exposure
Financial Services
28.0%
Healthcare
17.4%
Industrials
15.7%
Basic Materials
13.3%
Real Estate
9.8%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
267%
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