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
₹16.6788
-0.06%
(16 Mar)
AUM
1,063 Cr
TER
0.44%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below 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
+11.2%
+8.4%
+8.4%
+8.4%
+8.2%
3Y
+21.6%
+23.4%
+23.4%
+23.4%
+23.4%
5Y
NA
NA
NA
NA
NA
ALL
+16.2%
+13.7%
+13.7%
+13.7%
+13.4%
VOL
18.0%
20.3%
20.3%
20.3%
19.4%
TER
0.4%
0.5%
0.5%
0.5%
0.3%
AUM
₹1,063 Cr
₹255 Cr
₹255 Cr
₹255 Cr
₹538 Cr
INFO
0.90
0.68
0.68
0.68
0.69
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 28th Feb
Top holdings
BSE Ltd
5.1%
Hero MotoCorp Ltd
5.0%
The Federal Bank Ltd
4.7%
Cummins India Ltd
4.4%
AU Small Finance Bank Ltd
4.4%
Muthoot Finance Ltd
4.2%
Ashok Leyland Ltd
4.0%
L&T Finance Ltd
3.3%
Max Financial Services Ltd
3.2%
Fortis Healthcare Ltd
3.1%
Top industry exposure
Financial Services
40.9%
Industrials
19.6%
Consumer Cyclical
10.3%
Basic Materials
8.7%
Healthcare
7.8%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
103%
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