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.)
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Jul 27, 1999 9.72 23.37 11.14 1.03 63.03

Fund Holdings as on 31-August-2023

  • CG POWER AND INDUSTRIAL SOLUTIONS LTD

  • TVS MOTOR COMPANY LTD

  • INDIAN HOTELS CO. LTD

  • POWER FINANCE CORPORATION LTD

  • REC LTD

  • IDFC FIRST BANK LTD

  • MAX HEALTHCARE INSTITUTE LTD

  • TRENT LTD

  • CUMMINS INDIA LTD

  • POLYCAB INDIA LTD

  • SUPREME INDUSTRIES LTD

  • TUBE INVESTMENTS OF INDIA LTD

  • AUROBINDO PHARMA LTD

  • PERSISTENT SYSTEMS LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • SUNDARAM FINANCE LTD

  • MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD

  • FEDERAL BANK LTD

  • ZYDUS LIFESCIENCES LTD

  • SUNDRAM FASTENERS LTD

  • DALMIA BHARAT LTD

  • APOLLO TYRES LTD

  • PUNJAB NATIONAL BANK

  • APL APOLLO TUBES LTD

  • LINDE INDIA LTD

  • MRF LTD

  • JINDAL STEEL & POWER LTD

  • SYNGENE INTERNATIONAL LTD

  • AIA ENGINEERING LTD

  • THE RAMCO CEMENTS LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • ADITYA BIRLA CAPITAL LTD

  • CRISIL

  • THE PHOENIX MILLS LTD

  • SCHAEFFLER (I) LTD

  • KAJARIA CERAMICS LTD

  • L&T FINANCE HOLDINGS LTD

  • NHPC LTD

  • SOLAR INDUSTRIES INDIA LTD

  • THERMAX LTD

  • GRINDWELL NORTON LTD

  • UNION BANK OF INDIA

  • INDIAN BANK

  • ESCORTS KUBOTA LTD

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

  • TORRENT POWER LTD

  • INDIAN RAILWAY FINANCE CORPORATION LTD

  • UNO MINDA LTD

  • A) REPO

  • BANK OF INDIA

  • METRO BRANDS LTD

  • CASH / NET CURRENT ASSET

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  • Finance Term Lending

  • Finance - NBFC

  • Bank - Private

  • Plastic Products

  • Electric Equipment

  • Automobile Two & Three Wheelers

  • Hotel, Resort & Restaurants

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Retailing

  • Diesel Engines

  • Bank - Public

  • Tyres & Allied

  • Cable

  • Cement & Construction Materials

  • Cycles

  • IT - Software

  • Engineering - Industrial Equipments

  • Fasteners

  • Power Generation/Distribution

  • Steel & Iron Products

  • Industrial Gases & Fuels

  • Steel/Sponge Iron/Pig Iron

  • Miscellaneous

  • Castings/Forgings

  • Auto Ancillary

  • Ratings

  • Construction - Real Estate

  • Ceramics/Marble/Granite/Sanitaryware

  • Bearings

  • Chemicals

  • Abrasives

  • Automobiles-Tractors

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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 ₹120.87 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 up ₹0.04(0.36%)yesterday to ₹12.238.

Among its top 3 holdings the fund has exposure to CG POWER AND INDUSTRIAL SOLUTIONS 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