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
₹18.4774
+0.86%
(15 Jul)
AUM
959 Cr
TER
0.43%
Risk
Very High Risk
Insights
Asset Under Management (AUM) 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
+3.8%
+3.8%
+3.8%
+3.5%
-5.2%
3Y
+31.1%
+31.1%
+31.1%
+30.8%
NA
5Y
NA
NA
NA
NA
NA
ALL
+20.2%
+20.2%
+20.2%
+21.6%
+24.8%
VOL
20.8%
20.8%
20.8%
20.0%
18.6%
TER
0.5%
0.5%
0.5%
0.3%
0.4%
AUM
₹252 Cr
₹252 Cr
₹252 Cr
₹537 Cr
₹959 Cr
INFO
0.97
0.97
0.97
1.08
1.33
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 30th Jun
Top holdings
Max Healthcare Institute Ltd Ordinary Shares
5.0%
BSE Ltd
4.9%
Max Financial Services Ltd
4.7%
Suzlon Energy Ltd
4.5%
Solar Industries India Ltd
4.4%
Coforge Ltd
3.9%
Persistent Systems Ltd
3.5%
SRF Ltd
3.4%
Coromandel International Ltd
3.0%
HDFC Asset Management Co Ltd
2.7%
Top industry exposure
Financial Services
27.4%
Basic Materials
17.4%
Industrials
14.8%
Technology
12.5%
Healthcare
12.3%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
149%
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