Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI

₹ 150
Min SIP
₹ 5,000
Min Lumpsum
0.31 %
Expense Ratio
Rating
406
Fund Size (in Cr)
2 Years
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 18 July 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 76.2% - - 46.6%
Category Average 19.6% 13.9% 14.6% -

Scheme Allocation

By Holding
By Sector
By Asset
4.19%
BSE
3.31%
Others
79.86%
View all Holdings
Holdings Sector Instrument Asset
Cummins India Capital Goods-Non Electrical Equipment Equity 4.88%
Dixon Technolog. Consumer Durables Equity 4.56%
B H E L Capital Goods - Electrical Equipment Equity 4.19%
BSE Financial Services Equity 3.31%
Macrotech Devel. Construction Equity 3.2%
Indus Towers Telecomm Equipment & Infra Services Equity 2.85%
Oil India Crude Oil & Natural Gas Equity 2.84%
Bharat Forge Castings, Forgings & Fastners Equity 2.79%
PB Fintech. IT - Software Equity 2.78%
NHPC Ltd Power Generation & Distribution Equity 2.75%
Lupin Pharmaceuticals Equity 2.75%
Voltas Consumer Durables Equity 2.65%
HDFC AMC Finance Equity 2.55%
JSW Energy Power Generation & Distribution Equity 2.48%
Godrej Propert. Realty Equity 2.47%
Prestige Estates Realty Equity 2.4%
Rail Vikas Infrastructure Developers & Operators Equity 2.33%
Thermax Capital Goods-Non Electrical Equipment Equity 2.32%
CG Power & Ind Capital Goods - Electrical Equipment Equity 2.31%
Jindal Stain. Steel Equity 2.23%
Torrent Power Power Generation & Distribution Equity 2.13%
NMDC Mining & Mineral products Equity 2.12%
H P C L Refineries Equity 1.99%
Phoenix Mills Realty Equity 1.91%
Solar Industries Aerospace & Defence Equity 1.87%
Bharat Dynamics Aerospace & Defence Equity 1.84%
Oracle Fin.Serv. IT - Software Equity 1.84%
Union Bank (I) Banks Equity 1.83%
Hindustan Zinc Non Ferrous Metals Equity 1.8%
Sundaram Finance Finance Equity 1.61%
Aurobindo Pharma Pharmaceuticals Equity 1.59%
Supreme Inds. Plastic products Equity 1.56%
Polycab India Cables Equity 1.5%
S A I L Steel Equity 1.48%
KEI Industries Cables Equity 1.47%
GMR Airports Inf Infrastructure Developers & Operators Equity 1.38%
Fortis Health. Healthcare Equity 1.34%
Kalyan Jewellers Diamond, Gems and Jewellery Equity 1.26%
Oberoi Realty Realty Equity 1.25%
Indian Bank Banks Equity 1.19%
Mazagon Dock Ship Building Equity 1.17%
Linde India Chemicals Equity 1.16%
MRF Tyres Equity 0.93%
Uno Minda Auto Ancillaries Equity 0.88%
Glaxosmi. Pharma Pharmaceuticals Equity 0.87%
Escorts Kubota Automobile Equity 0.74%
SJVN Power Generation & Distribution Equity 0.7%
Ipca Labs. Pharmaceuticals Equity 0.52%
Ajanta Pharma Pharmaceuticals Equity 0.49%
Bank of Maha Banks Equity 0.42%
Finance
17.79%
Pharmaceuticals & Biotech
13.35%
Industrial Products
12.09%
Realty
9.75%
Electrical Equipments
6.35%
Others
40.67%
View all Sectors
Sectors Asset
Finance 17.79%
Pharmaceuticals & Biotech 13.35%
Industrial Products 12.09%
Realty 9.75%
Electrical Equipments 6.35%
Healthcare Services 4.07%
IT-Software 3.9%
Banks 3.83%
Power 3.79%
Chemicals & Petrochemical 3.76%
Ferrous Metals 3.66%
Auto Components 3.12%
Minerals & Mining 2.93%
Capital Markets 2.68%
Financial Technology (Fin 2.38%
Debt 1.3%
Insurance 1.29%
Industrial Manufacturing 1.11%
Agricultural, Commercial 0.91%
Fertilisers & Agrochemica 0.61%
Textiles & Apparels 0.53%
Cement & Cement Products 0.5%
Entertainment 0.46%
Consumer Durables 0.26%
Cash & Others -0.42%
Equity
99.48%
Net Curr Ass/Net Receivables
0.47%
Reverse Repos
0.05%

Advance Ratio

24.04
Alpha
4.36
SD
0.91
Beta
1.96
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:
1,53,784 Cr
Address:
1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com

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Frequently Asked Questions

How to invest in Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI ?

You can invest in Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI 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 (IDCW) RI 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 (IDCW) RI ?

The NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI is ₹19 as of 18 July 2024.

How to redeem Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI 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 (IDCW) RI?

The minimum SIP amount of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI is ₹150

What are the top sectors Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI has invested in?

The top sectors Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI has invested in are
  1. Finance - 17.79%
  2. Pharmaceuticals & Biotech - 13.35%
  3. Industrial Products - 12.09%
  4. Realty - 9.75%
  5. Electrical Equipments - 6.35%

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

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

How much returns have Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI generated ?

The Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI has delivered 46.6% since inception

What is the expense ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI ?

The expense ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI is 0.31 % as of 18 July 2024.

What is the AUM of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI?

The AUM of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI is ₹1,53,784 Cr as of 18 July 2024

What are the top stock holdings of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI?

The top stock holdings of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI are
  1. Cummins India - 4.88%
  2. Dixon Technolog. - 4.56%
  3. B H E L - 4.19%
  4. BSE - 3.31%
  5. Macrotech Devel. - 3.2%

How can I redeem my investments in Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI?

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 (IDCW) RI in Scheme, enter the redemption amount, and click on submit button.
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