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 19.81 19.36 15.12 1.03 67.31

Fund Holdings as on 30-November-2023

  • POWER FINANCE CORPORATION LTD

  • REC LTD

  • TVS MOTOR COMPANY LTD

  • CG POWER AND INDUSTRIAL SOLUTIONS LTD

  • TRENT LTD

  • INDIAN HOTELS CO. LTD

  • MAX HEALTHCARE INSTITUTE LTD

  • CUMMINS INDIA LTD

  • IDFC FIRST BANK LTD

  • AUROBINDO PHARMA LTD

  • TUBE INVESTMENTS OF INDIA LTD

  • POLYCAB INDIA LTD

  • PERSISTENT SYSTEMS LTD

  • SUPREME INDUSTRIES LTD

  • SUNDARAM FINANCE LTD

  • ASTRAL LTD (ERSTWHILE ASTRAL POLY TECHNIK LTD)

  • FEDERAL BANK LTD

  • PUNJAB NATIONAL BANK

  • APOLLO TYRES LTD

  • MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD

  • ZYDUS LIFESCIENCES LTD

  • DALMIA BHARAT LTD

  • SUNDRAM FASTENERS LTD

  • BHARAT HEAVY ELECTRICALS LTD

  • APL APOLLO TUBES LTD

  • THE RAMCO CEMENTS LTD

  • MRF LTD

  • JINDAL STEEL & POWER LTD

  • SYNGENE INTERNATIONAL LTD

  • LINDE INDIA LTD

  • AIA ENGINEERING LTD

  • THE PHOENIX MILLS LTD

  • L&T FINANCE HOLDINGS LTD

  • CRISIL

  • SOLAR INDUSTRIES INDIA LTD

  • ADITYA BIRLA CAPITAL LTD

  • INDIAN RAILWAY FINANCE CORPORATION LTD

  • NHPC LTD

  • TORRENT POWER LTD

  • UNION BANK OF INDIA

  • SCHAEFFLER (I) LTD

  • KAJARIA CERAMICS LTD

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

  • INDIAN BANK

  • GRINDWELL NORTON LTD

  • THERMAX LTD

  • ESCORTS KUBOTA LTD

  • UNO MINDA LTD

  • A) REPO

  • BANK OF INDIA

  • METRO BRANDS LTD

  • NET CURRENT LIABILITIES

View More
  • Finance Term Lending

  • Finance - NBFC

  • Automobile Two & Three Wheelers

  • Bank - Private

  • Plastic Products

  • Retailing

  • Pharmaceuticals & Drugs

  • Electric Equipment

  • Hotel, Resort & Restaurants

  • Hospital & Healthcare Services

  • Bank - Public

  • Diesel Engines

  • Tyres & Allied

  • Cement & Construction Materials

  • Cycles

  • Cable

  • IT - Software

  • Engineering - Industrial Equipments

  • Power Generation/Distribution

  • Fasteners

  • Steel & Iron Products

  • Steel/Sponge Iron/Pig Iron

  • Auto Ancillary

  • Miscellaneous

  • Industrial Gases & Fuels

  • Castings/Forgings

  • Construction - Real Estate

  • Ratings

  • Chemicals

  • Bearings

  • Ceramics/Marble/Granite/Sanitaryware

  • Abrasives

  • Automobiles-Tractors

View More

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 ₹121.33 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 ₹0.01(0.09%)yesterday to ₹14.0534.

Among its top 3 holdings the fund has exposure to POWER FINANCE CORPORATION 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