Tata Nifty Midcap 150 Momentum 50 Index Fund
150
Min SIP
5,000
Min Lumpsum
0.11 %
Expense Ratio
Rating
55
Fund Size (in Cr)
8 Months
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
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | 4.1% | ||||
| Category Average | 14.1% | 24.8% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Varun Beverages
Indian Hotels Co
TVS Motor Co.
Federal Bank
Tube Investments
Others
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
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Other .
- Index .
-
- 10,614
-
12.8%Fund Size - 10,614
-
24.6%Fund Size - 10,614
-
12.6%Fund Size - 10,614
-
- Other .
- Index .
-
- 4,465
-
12.8%Fund Size - 4,465
-
24.5%Fund Size - 4,465
-
12.5%Fund Size - 4,465
-
- Other .
- Index .
-
- 753
-
12.8%Fund Size - 753
-
24.5%Fund Size - 753
-
12.5%Fund Size - 753
-
- Other .
- Index .
-
- 425
-
13.8%Fund Size - 425
-
24.4%Fund Size - 425
-
13.1%Fund Size - 425
-
- Other .
- Index .
-
- 504
-
12.8%Fund Size - 504
-
24.3%Fund Size - 504
-
12.2%Fund Size - 504
AMC Contact Details
Tata Mutual Fund
AUM:
88,392 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 ?
You can invest in Tata Nifty Midcap 150 Momentum 50 Index Fund 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 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 ?
The NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund is ₹10.4 as of 01 June 2023.
How to redeem Tata Nifty Midcap 150 Momentum 50 Index Fund 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?
The minimum SIP amount of Tata Nifty Midcap 150 Momentum 50 Index Fund is ₹150
What are the top sectors Tata Nifty Midcap 150 Momentum 50 Index Fund has invested in??
The top sectors Tata Nifty Midcap 150 Momentum 50 Index Fund has invested in are
- Varun Beverages - 5.45%
- Indian Hotels Co - 5.36%
- TVS Motor Co. - 5.07%
- Federal Bank - 5.05%
- Tube Investments - 4.6%
How much returns have Tata Nifty Midcap 150 Momentum 50 Index Fund generated ?
The Tata Nifty Midcap 150 Momentum 50 Index Fund has delivered 4.1% since inception
What is the expense ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund ?
The expense ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund is 0.11 % as of 01 June 2023.
What is the AUM of Tata Nifty Midcap 150 Momentum 50 Index Fund?
The AUM of Tata Nifty Midcap 150 Momentum 50 Index Fund is ₹88,392 Cr as of 01 June 2023
What are the top stock holdings of Tata Nifty Midcap 150 Momentum 50 Index Fund?
The top stock holdings of Tata Nifty Midcap 150 Momentum 50 Index Fund are
- Varun Beverages - 5.45%
- Indian Hotels Co - 5.36%
- TVS Motor Co. - 5.07%
- Federal Bank - 5.05%
- Tube Investments - 4.6%