Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth

Other · Index
150
Min SIP
5,000
Min Lumpsum
0.32 %
Expense Ratio
Rating
99
Fund Size (in Cr)
1 Year
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 01 December 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 33.9% - - 32.4%
Category Average 8.1% 16.2% 14.6% -

Scheme Allocation

By Holding
By Sector
By Asset
5.26%
Others
75.04%
View all Holdings
Holdings Sector Instrument Asset
Power Fin.Corpn. Finance Equity 5.48%
TVS Motor Co. Automobile Equity 5.35%
REC Ltd Finance Equity 5.26%
CG Power & Indu. Capital Goods - Electrical Equipment Equity 4.53%
Indian Hotels Co Hotels & Restaurants Equity 4.34%
Max Healthcare Healthcare Equity 4.13%
Trent Retail Equity 3.94%
IDFC First Bank Banks Equity 3.77%
Cummins India Capital Goods-Non Electrical Equipment Equity 3.52%
Tube Investments Auto Ancillaries Equity 3.19%
Polycab India Cables Equity 3.12%
Persistent Sys IT - Software Equity 3.09%
Supreme Inds. Plastic products Equity 2.92%
Aurobindo Pharma Pharmaceuticals Equity 2.9%
Sundaram Finance Finance Equity 2.71%
Astral Plastic products Equity 2.54%
Federal Bank Banks Equity 1.98%
Punjab Natl.Bank Banks Equity 1.84%
Dalmia BharatLtd Cement Equity 1.81%
Sundram Fasten. Auto Ancillaries Equity 1.81%
Apollo Tyres Tyres Equity 1.74%
Zydus Lifesci. Pharmaceuticals Equity 1.73%
M & M Fin. Serv. Finance Equity 1.72%
The Ramco Cement Cement Equity 1.51%
MRF Tyres Equity 1.49%
Linde India Chemicals Equity 1.43%
APL Apollo Tubes Steel Equity 1.42%
Jindal Steel Steel Equity 1.37%
Syngene Intl. Pharmaceuticals Equity 1.27%
AIA Engineering Castings, Forgings & Fastners Equity 1.26%
B H E L Capital Goods - Electrical Equipment Equity 1.15%
Aditya Birla Cap Finance Equity 1.07%
CRISIL Credit Rating Agencies Equity 1.03%
L&T Fin.Holdings Finance Equity 0.98%
Phoenix Mills Realty Equity 0.98%
I R F C Finance Equity 0.93%
Solar Industries Chemicals Equity 0.91%
Union Bank (I) Banks Equity 0.88%
NHPC Ltd Power Generation & Distribution Equity 0.88%
Schaeffler India Bearings Equity 0.86%
Kajaria Ceramics Ceramic Products Equity 0.8%
Indian Bank Banks Equity 0.8%
Thermax Capital Goods-Non Electrical Equipment Equity 0.79%
ZF Commercial Auto Ancillaries Equity 0.77%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 0.73%
Torrent Power Power Generation & Distribution Equity 0.72%
Escorts Kubota Automobile Equity 0.7%
Uno Minda Auto Ancillaries Equity 0.56%
Bank of India Banks Equity 0.42%
Metro Brands Leather Equity 0.36%
Finance
17.29%
Industrial Products
16.45%
Auto Components
10.41%
Banks
9.91%
Electrical Equipments
7.04%
Others
38.9%
View all Sectors
Sectors Asset
Finance 17.29%
Industrial Products 16.45%
Auto Components 10.41%
Banks 9.91%
Electrical Equipments 7.04%
Healthcare Services 5.79%
Automobiles 4.86%
Leisure Services 4.85%
Retailing 3.82%
Cement & Cement Products 3.18%
IT-Software 2.74%
Power 1.56%
Ferrous Metals 1.5%
Consumer Durables 1.27%
Realty 0.99%
Debt 0.42%
Cash & Others 0.04%
Equity
99.48%
Reverse Repos
0.68%
Net Curr Ass/Net Receivables
-0.17%
Others
0.01%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load 0.25% of NAV if redeemed on or before 90 Days from the date of allotment. Nil - If redeemed on or after 90 Days from the date of allotment.

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. There is no assurance or guarantee that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns.

Fund Managers

Sailesh Jain

Mr Sailesh Jain joined Tata Asset Management Ltd. in 2018 and has been managing assets worth over INR 1800 crore invested across 15 schemes like Tata Equity Savings Fund, Tata Digital India Fund, etc. He has a total experience of more than 18 years in broking and fund management. He has also worked at IIFL as the head of the derivatives and Lotus India Mutual Fund as fund manager of derivatives.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Tata Mutual Fund
AUM:
1,27,636 Cr
Address:
1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com

Frequently Asked Questions

How to invest in Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth ?

You can invest in Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth ?

The NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth is ₹13.9 as of 01 December 2023.

How to redeem Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth?

The minimum SIP amount of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth is ₹150

What are the top sectors Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth has invested in?

The top sectors Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth has invested in are
  1. Finance - 17.29%
  2. Industrial Products - 16.45%
  3. Auto Components - 10.41%
  4. Banks - 9.91%
  5. Electrical Equipments - 7.04%

Can I make investments in both the SIP and Lump Sum schemes of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth?

Yes, You can select both SIP or Lumpsum investment of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth based on your investment objective and risk tolerance.

How much returns have Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth generated ?

The Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth has delivered 32.4% since inception

What is the expense ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth ?

The expense ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth is 0.32 % as of 01 December 2023.

What is the AUM of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth?

The AUM of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth is ₹1,27,636 Cr as of 01 December 2023

What are the top stock holdings of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth?

The top stock holdings of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth are
  1. Power Fin.Corpn. - 5.48%
  2. TVS Motor Co. - 5.35%
  3. REC Ltd - 5.26%
  4. CG Power & Indu. - 4.53%
  5. Indian Hotels Co - 4.34%

How can I redeem my investments in Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now