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

Tata Nifty Midcap 150 Momentum 50 Index IDCW Reinvest Direct Plan

NAV
₹14.9945
-0.61%
(13 Mar)
AUM
696 Cr
TER
0.4%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+1.2%
+1.2%
+1.2%
+1.2%
-3.5%
3Y
+19.9%
+19.9%
+19.9%
+19.8%
NA
5Y
NA
NA
NA
NA
NA
ALL
+19.8%
+19.8%
+19.8%
+19.9%
+18.8%
VOL
16.8%
16.8%
16.8%
16.9%
18.1%
TER
0.4%
0.4%
0.4%
0.3%
0.4%
AUM
₹283 Cr
₹283 Cr
₹283 Cr
₹1,625 Cr
₹696 Cr
INFO
1.18
1.18
1.18
1.18
1.03
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 Reinvest (DR)
₹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 Jan
Top holdings
BSE Ltd
5.4%
Persistent Systems Ltd
5.3%
Indian Hotels Co Ltd
4.9%
Coforge Ltd
4.9%
Max Healthcare Institute Ltd Ordinary Shares
4.8%
PB Fintech Ltd
4.7%
Dixon Technologies (India) Ltd
4.6%
Lupin Ltd
4.3%
The Federal Bank Ltd
3.4%
Fortis Healthcare Ltd
3.1%
Top industry exposure
Technology
22.3%
Financial Services
18.5%
Healthcare
17.5%
Industrials
13.6%
Consumer Cyclical
11.6%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
120%
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