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 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)-Growth Jul 27, 1999 47.90 19.34 19.47 1.03 79.07

Fund Holdings as on 31-May-2024

  • REC LTD

  • POWER FINANCE CORPORATION LTD

  • AUROBINDO PHARMA LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • LUPIN LTD

  • INDIAN RAILWAY FINANCE CORPORATION LTD

  • JINDAL STAINLESS LTD

  • POLYCAB INDIA LTD

  • SUPREME INDUSTRIES LTD

  • PRESTIGE ESTATES PROJECTS LTD

  • NMDC LTD

  • BHARAT FORGE LTD

  • HDFC ASSET MANAGEMENT COMPANY LTD

  • THE PHOENIX MILLS LTD

  • SUNDARAM FINANCE LTD

  • TORRENT POWER LTD

  • PB FINTECH LTD

  • MAX HEALTHCARE INSTITUTE LTD

  • MACROTECH DEVELOPERS LTD

  • ALKEM LABORATORIES LTD

  • SOLAR INDUSTRIES INDIA LTD

  • PERSISTENT SYSTEMS LTD

  • CG POWER AND INDUSTRIAL SOLUTIONS LTD

  • OBEROI REALTY LTD

  • KPIT TECHNOLOGIES LTD

  • APL APOLLO TUBES LTD

  • FORTIS HEALTHCARE LTD

  • LINDE INDIA LTD

  • IDFC FIRST BANK LTD

  • IPCA LABORATORIES LTD

  • NHPC LTD

  • A) REPO

  • UNION BANK OF INDIA

  • MRF LTD

  • MAZAGON DOCK SHIPBUILDERS LTD

  • INDIAN BANK

  • L&T FINANCE LTD

  • AJANTA PHARMA LTD

  • ESCORTS KUBOTA LTD

  • ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LTD

  • GENERAL INSURANCE CORPORATION OF INDIA

  • AIA ENGINEERING LTD

  • THE NEW INDIA ASSURANCE COMPANY LTD

  • FERTILIZERS AND CHEMICALS TRAVANCORE LTD

  • UNO MINDA LTD

  • SUNDRAM FASTENERS LTD

  • K.P.R. MILL LTD

  • THE RAMCO CEMENTS LTD

  • CRISIL

  • SUN TV NETWORK LTD

  • METRO BRANDS LTD

  • NET CURRENT LIABILITIES

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  • Finance Term Lending

  • Pharmaceuticals & Drugs

  • Construction - Real Estate

  • Steel & Iron Products

  • Engineering - Industrial Equipments

  • Hospital & Healthcare Services

  • IT - Software

  • Power Generation/Distribution

  • Cable

  • Finance - NBFC

  • Plastic Products

  • Mining & Minerals

  • Forgings

  • Finance - Asset Management

  • Bank - Public

  • Fintech

  • Chemicals

  • Electric Equipment

  • Industrial Gases & Fuels

  • Bank - Private

  • Auto Ancillary

  • Insurance

  • Tyres & Allied

  • Ship Building

  • Automobiles-Tractors

  • Miscellaneous

  • Castings/Forgings

  • Fertilizers

  • Fasteners

  • Textile

  • Cement & Construction Materials

  • Ratings

  • TV Broadcasting & Software Production

  • 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 ₹323.11 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 up ₹0.22(1.2%)yesterday to ₹18.5955.

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 Kapil Menon .

Fund House Contact

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

022 6282 7777
service@tataamc.com
+91 (22) 22613782