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
₹17.2512
-1.74%
(11 Mar)
AUM
1,063 Cr
TER
0.44%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+13.7%
+10.5%
+10.5%
+10.5%
+10.3%
3Y
+21.9%
+24.1%
+24.1%
+24.1%
+24.1%
5Y
NA
NA
NA
NA
NA
ALL
+17.4%
+14.6%
+14.6%
+14.6%
+14.6%
VOL
17.9%
20.2%
20.2%
20.2%
19.4%
TER
0.4%
0.5%
0.5%
0.5%
0.3%
AUM
₹1,063 Cr
₹246 Cr
₹246 Cr
₹246 Cr
₹538 Cr
INFO
0.97
0.72
0.72
0.72
0.75
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
5.3%
Hero MotoCorp Ltd
5.0%
Muthoot Finance Ltd
4.9%
AU Small Finance Bank Ltd
4.6%
The Federal Bank Ltd
4.6%
Cummins India Ltd
3.8%
Ashok Leyland Ltd
3.8%
L&T Finance Ltd
3.4%
One97 Communications Ltd
3.2%
Max Financial Services Ltd
2.9%
Top industry exposure
Financial Services
41.8%
Industrials
17.7%
Consumer Cyclical
9.9%
Basic Materials
9.3%
Healthcare
7.4%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
108%
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)
Rakesh Prajapati
Nitin Sharma

FAQs