Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan
Category: Index Fund
Launch Date: 20-10-2022
AUM:
₹ 1,205.59 Cr
Expense Ratio
1.35%
Benchmark
NIFTY Midcap 150 Momentum 50 TRI
ISIN
INF277KA1646
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
150
Fund Manager
Nitin Bharat Sharma, Rakesh Indrajeet Prajapati
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan | -6.06 | 11.69 | - |
| NIFTY Midcap 150 Moment 50 TRI | -4.65 | 13.62 | 13.58 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
16.7844
Last change
0.23 (1.3864%)
Fund Size (AUM)
₹ 1,205.59 Cr
Performance
13.24% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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 Manager
Nitin Bharat Sharma, Rakesh Indrajeet Prajapati
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| LAURUS LABS LIMITED EQ NEW FV RS. 2/- | 7.01 |
| Multi Commodity Exchange of India L | 5.99 |
| THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- | 4.6 |
| BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/- | 4.45 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 4.28 |
| BSE LIMITED EQ NEW FV RS. 2/- | 4.1 |
| BHARAT FORGE LIMITED EQ NEW FV RS. 2/- | 3.9 |
| HITACHI ENERGY INDIA LIMITED EQ | 3.53 |
| NATIONAL ALUMINIUM COMPANY LIMITED EQ NEW F.V. RS.5/- | 3.21 |
| POLYCAB INDIA LIMITED EQ | 3.03 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 28.87 |
| Capital Goods | 23.71 |
| Healthcare | 17.29 |
| Metals & Mining | 8.65 |
| Telecommunication | 5.15 |
| Automobile and Auto Components | 3.9 |
| Fast Moving Consumer Goods | 3.83 |
| Power | 2.14 |
| Oil, Gas & Consumable Fuels | 1.68 |
| Consumer Services | 1.65 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Tata Nifty Midcap 150 Momentum 50 Index Fund Reg Gr | 0.0 |