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

₹ 150
Min SIP
₹ 5,000
Min Lumpsum
0.32 %
Expense Ratio
Rating
196
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 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 62.8% - - 34.6%
Category Average 27.9% 15.3% 15.2% -

Scheme Allocation

By Holding
By Sector
By Asset
5.08%
4.83%
3.86%
Others
77.13%
View all Holdings
Holdings Sector Instrument Asset
Lupin Pharmaceuticals Equity 5.08%
REC Ltd Finance Equity 4.83%
Power Fin.Corpn. Finance Equity 4.68%
Aurobindo Pharma Pharmaceuticals Equity 4.42%
B H E L Capital Goods - Electrical Equipment Equity 3.86%
I R F C Finance Equity 3.52%
Jindal Stain. Steel Equity 3.39%
Persistent Sys IT - Software Equity 3.01%
HDFC AMC Finance Equity 2.97%
Polycab India Cables Equity 2.94%
NMDC Mining & Mineral products Equity 2.92%
Sundaram Finance Finance Equity 2.78%
Supreme Inds. Plastic products Equity 2.77%
Max Healthcare Healthcare Equity 2.72%
Alkem Lab Pharmaceuticals Equity 2.72%
Phoenix Mills Realty Equity 2.69%
Prestige Estates Realty Equity 2.54%
Bharat Forge Castings, Forgings & Fastners Equity 2.46%
PB Fintech. IT - Software Equity 2.46%
KPIT Technologi. IT - Software Equity 2.26%
Macrotech Devel. Construction Equity 2.18%
APL Apollo Tubes Steel Equity 2.14%
Torrent Power Power Generation & Distribution Equity 2.03%
Solar Industries Aerospace & Defence Equity 1.82%
Fortis Health. Healthcare Equity 1.79%
IDFC First Bank Banks Equity 1.75%
Ipca Labs. Pharmaceuticals Equity 1.66%
Oberoi Realty Realty Equity 1.56%
MRF Tyres Equity 1.54%
CG Power & Indu. Capital Goods - Electrical Equipment Equity 1.52%
Union Bank (I) Banks Equity 1.36%
NHPC Ltd Power Generation & Distribution Equity 1.25%
L&T Fin.Holdings Finance Equity 1.23%
Indian Bank Banks Equity 1.16%
Linde India Chemicals Equity 1.1%
Ajanta Pharma Pharmaceuticals Equity 1.04%
Mazagon Dock Ship Building Equity 0.84%
New India Assura Insurance Equity 0.81%
General Insuranc Insurance Equity 0.81%
Escorts Kubota Automobile Equity 0.78%
ZF Commercial Auto Ancillaries Equity 0.76%
F A C T Fertilizers Equity 0.75%
AIA Engineering Castings, Forgings & Fastners Equity 0.74%
CRISIL Credit Rating Agencies Equity 0.67%
The Ramco Cement Cement Equity 0.65%
K P R Mill Ltd Readymade Garments/ Apparells Equity 0.61%
Sundram Fasten. Auto Ancillaries Equity 0.59%
Uno Minda Auto Ancillaries Equity 0.55%
Sun TV Network Entertainment Equity 0.5%
Metro Brands Leather Equity 0.3%
Finance
17.71%
Pharmaceuticals & Biotech
14.92%
Industrial Products
11.05%
Realty
8.97%
Electrical Equipments
5.38%
Others
41.97%
View all Sectors
Sectors Asset
Finance 17.71%
Pharmaceuticals & Biotech 14.92%
Industrial Products 11.05%
Realty 8.97%
Electrical Equipments 5.38%
IT-Software 5.27%
Healthcare Services 4.51%
Banks 4.27%
Auto Components 3.44%
Ferrous Metals 3.39%
Power 3.28%
Capital Markets 2.97%
Minerals & Mining 2.92%
Chemicals & Petrochemical 2.92%
Financial Technology (Fin 2.46%
Insurance 1.62%
Industrial Manufacturing 0.84%
Agricultural, Commercial 0.78%
Fertilisers & Agrochemica 0.75%
Debt 0.72%
Cement & Cement Products 0.65%
Textiles & Apparels 0.61%
Entertainment 0.5%
Consumer Durables 0.3%
Cash & Others -0.23%
Equity
99.51%
Reverse Repos
0.72%
Net Curr Ass/Net Receivables
-0.23%

Advance Ratio

19.59
Alpha
4.59
SD
0.95
Beta
1.66
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:
1,31,663 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) ?

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

The NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) is ₹15.1 as of 18 March 2024.

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

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

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

The top sectors Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) has invested in are
  1. Finance - 17.71%
  2. Pharmaceuticals & Biotech - 14.92%
  3. Industrial Products - 11.05%
  4. Realty - 8.97%
  5. Electrical Equipments - 5.38%

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

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

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

The Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) has delivered 34.6% since inception

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

The expense ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) is 0.32 % as of 18 March 2024.

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

The AUM of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) is ₹1,31,663 Cr as of 18 March 2024

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

The top stock holdings of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) are
  1. Lupin - 5.08%
  2. REC Ltd - 4.83%
  3. Power Fin.Corpn. - 4.68%
  4. Aurobindo Pharma - 4.42%
  5. B H E L - 3.86%

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

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) in Scheme, enter the redemption amount, and click on submit button.
Invest Now