Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan

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  • Net Change on 27-02-2024

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Fund Overview Growth | Direct 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 50 - TRI N/A N/A N/A N/A N/A N/A
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.)
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund) - Direct Plan - Growth Option Jan 01, 2013 49.88 20.64 18.40 0.57 64.90

Fund Holdings as on 31-January-2024

  • REC LTD

  • POWER FINANCE CORPORATION LTD

  • AUROBINDO PHARMA LTD

  • LUPIN LTD

  • INDIAN RAILWAY FINANCE CORPORATION LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • JINDAL STAINLESS LTD

  • PERSISTENT SYSTEMS LTD

  • NMDC LTD

  • HDFC ASSET MANAGEMENT COMPANY LTD

  • SUPREME INDUSTRIES LTD

  • PRESTIGE ESTATES PROJECTS LTD

  • POLYCAB INDIA LTD

  • MAX HEALTHCARE INSTITUTE LTD

  • ALKEM LABORATORIES LTD

  • BHARAT FORGE LTD

  • SUNDARAM FINANCE LTD

  • THE PHOENIX MILLS LTD

  • KPIT TECHNOLOGIES LTD

  • PB FINTECH LTD

  • APL APOLLO TUBES LTD

  • MACROTECH DEVELOPERS LTD

  • TORRENT POWER LTD

  • FORTIS HEALTHCARE LTD

  • IDFC FIRST BANK LTD

  • SOLAR INDUSTRIES INDIA LTD

  • CG POWER AND INDUSTRIAL SOLUTIONS LTD

  • IPCA LABORATORIES LTD

  • OBEROI REALTY LTD

  • MRF LTD

  • UNION BANK OF INDIA

  • NHPC LTD

  • L&T FINANCE HOLDINGS LTD

  • LINDE INDIA LTD

  • INDIAN BANK

  • AJANTA PHARMA LTD

  • MAZAGON DOCK SHIPBUILDERS LTD

  • FERTILIZERS AND CHEMICALS TRAVANCORE LTD

  • ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD

  • AIA ENGINEERING LTD

  • ESCORTS KUBOTA LTD

  • GENERAL INSURANCE CORPORATION OF INDIA

  • THE RAMCO CEMENTS LTD

  • THE NEW INDIA ASSURANCE COMPANY LTD

  • SUNDRAM FASTENERS LTD

  • K.P.R. MILL LTD

  • UNO MINDA LTD

  • CRISIL

  • SUN TV NETWORK LTD

  • A) REPO

  • METRO BRANDS LTD

  • CASH / NET CURRENT ASSET

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  • Pharmaceuticals & Drugs

  • Finance Term Lending

  • Construction - Real Estate

  • IT - Software

  • Steel & Iron Products

  • Hospital & Healthcare Services

  • Engineering - Industrial Equipments

  • Finance - NBFC

  • Power Generation/Distribution

  • Mining & Minerals

  • Finance - Asset Management

  • Plastic Products

  • Cable

  • Forgings

  • Bank - Public

  • Fintech

  • Bank - Private

  • Chemicals

  • Electric Equipment

  • Insurance

  • Tyres & Allied

  • Auto Ancillary

  • Industrial Gases & Fuels

  • Ship Building

  • Fertilizers

  • Castings/Forgings

  • Automobiles-Tractors

  • Cement & Construction Materials

  • Fasteners

  • Textile

  • Ratings

  • TV Broadcasting & Software Production

  • Miscellaneous

  • Retailing

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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 ₹243.81 crore. Tata Nifty Midcap 150 Momentum 50 Index Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap150 Momentum 50 - TRI as secondary index.

The NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund ended down ₹-0.02(-0.11%)yesterday to ₹15.7539.

Among its top 3 holdings the fund has exposure to REC 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