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
₹12.6043
-0.11%
(29 Sep)
AUM
121 Cr
TER
0.32%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+21.1%
+21.1%
+21.1%
+14.3%
NA
3Y
+29.0%
+29.0%
+29.0%
+24.1%
NA
5Y
+14.3%
+14.3%
+14.3%
+12.1%
NA
ALL
+11.8%
+11.8%
+11.8%
NA
+26.0%
VOL
18.2%
18.2%
18.2%
16.6%
11.6%
TER
0.4%
0.4%
0.4%
0.6%
0.3%
AUM
₹671 Cr
₹671 Cr
₹671 Cr
₹63 Cr
₹121 Cr
INFO
0.65
0.65
0.65
0.00
2.24
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 Aug
Top holdings
CG Power & Industrial Solutions Ltd
5.1%
TVS Motor Co Ltd
4.9%
Indian Hotels Co Ltd
4.8%
Power Finance Corp Ltd
4.7%
REC Ltd
4.4%
IDFC First Bank Ltd
4.3%
Max Healthcare Institute Ltd Ordinary Shares
4.3%
Trent Ltd
3.8%
Cummins India Ltd
3.7%
Polycab India Ltd
3.3%
Top industry exposure
Financial Services
27.2%
Industrials
26.6%
Consumer Cyclical
21.3%
Healthcare
10.6%
Basic Materials
8.6%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
148%
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)
Sailesh Jain

FAQs