Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Nifty Midcap150 Momentum 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Taurus Ethical Fund - Regular Plan - Growth Option Mar 20, 2009 -5.07 25.43 10.44 2.41 84.07
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Jul 27, 1999 -3.87 31.04 8.22 0.95 52.67

Fund Holdings as on 28-February-2023

  • TUBE INVESTMENTS OF INDIA LTD

  • INDIAN HOTELS CO. LTD

  • VARUN BEVERAGES LTD

  • FEDERAL BANK LTD

  • TVS MOTOR COMPANY LTD

  • CUMMINS INDIA LTD

  • CG POWER AND INDUSTRIAL SOLUTIONS LTD

  • TRENT LTD

  • CANARA BANK

  • JINDAL STEEL & POWER LTD

  • YES BANK LTD

  • MAX HEALTHCARE INSTITUTE LTD

  • IDFC FIRST BANK LTD

  • PUNJAB NATIONAL BANK

  • ABB INDIA LTD

  • UNION BANK OF INDIA

  • MRF LTD

  • PAGE INDUSTRIES LTD

  • THE PHOENIX MILLS LTD

  • APL APOLLO TUBES LTD

  • SCHAEFFLER (I) LTD

  • GUJARAT FLUOROCHEMICALS LTD

  • SOLAR INDUSTRIES INDIA LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • AIA ENGINEERING LTD

  • SKF INDIA LTD

  • INDIAN BANK

  • NHPC LTD

  • ADITYA BIRLA CAPITAL LTD

  • INDIAN RAILWAY FINANCE CORPORATION LTD

  • A) REPO

  • TATA CHEMICALS LTD

  • FORTIS HEALTHCARE LTD

  • BANK OF INDIA

  • ESCORTS KUBOTA LTD

  • POLYCAB INDIA LTD

  • SUNDRAM FASTENERS LTD

  • UNITED BREWERIES LTD

  • RAJESH EXPORTS LTD

  • UNO MINDA LTD

  • OBEROI REALTY LTD

  • ADITYA BIRLA FASHION & RETAIL LTD

  • GRINDWELL NORTON LTD

  • ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD (OLD NAME - WABCO INDIA LTD)

  • TORRENT POWER LTD

  • KAJARIA CERAMICS LTD

  • THERMAX LTD

  • LINDE INDIA LTD

  • SUMITOMO CHEMICAL INDIA LTD

  • PRESTIGE ESTATES PROJECTS LTD

  • BLUE DART EXPRESS LTD

  • CASH / NET CURRENT ASSET

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  • Bank - Private

  • Bank - Public

  • Electric Equipment

  • Retailing

  • Cycles

  • Hotel, Resort & Restaurants

  • Consumer Food

  • Automobile Two & Three Wheelers

  • Diesel Engines

  • Chemicals

  • Hospital & Healthcare Services

  • Bearings

  • Construction - Real Estate

  • Steel/Sponge Iron/Pig Iron

  • Tyres & Allied

  • Engineering - Industrial Equipments

  • Textile

  • Power Generation/Distribution

  • Steel & Iron Products

  • Auto Ancillary

  • Castings/Forgings

  • Miscellaneous

  • Finance - NBFC

  • Finance Term Lending

  • Automobiles-Tractors

  • Cable

  • Fasteners

  • Breweries & Distilleries

  • Diamond & Jewellery

  • Abrasives

  • Ceramics/Marble/Granite/Sanitaryware

  • Industrial Gases & Fuels

  • Pesticides & Agrochemicals

  • Courier Services

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About Tata Nifty Midcap 150 Momentum 50 Index Fund

Scheme Analysis

Tata Nifty Midcap 150 Momentum 50 Index Fund is a Index Funds - Other fund and belongs to Tata Mutual Fund. It was launched on 20-Oct-2022 and currently has an AUM of ₹34.86 crore. Tata Nifty Midcap 150 Momentum 50 Index Fund is benchmarked against Nifty Midcap150 Momentum 50 - TRI as primary index.

The NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund ended down ₹-0.03(-0.35%)yesterday to ₹9.25.

Among its top 3 holdings the fund has exposure to TUBE INVESTMENTS OF INDIA LTD, and

The Tata Nifty Midcap 150 Momentum 50 Index Fund is managed by Sailesh Jain .

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

+91 (22) 66578282
kiran@tataamc.com
+91 (22) 22613782