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  • Tata Nifty Midcap 150 Momentum 50 Index Fund (Growth)
TATA Mutual Fund

Tata Nifty Midcap 150 Momentum 50 Index Fund (Growth)

EquityIndex Funds

10.1177

NAV (Nov 25)

1.2%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.1177

NAV (Nov 25)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

1.2%

6 Month CAGR

NA

Scheme Information

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

Expense Ratio

1.01

Launched (0y ago)

Oct 20, 2022

AUM in Crores

10.380

ISIN

INF277KA1646

Lock-in

No Lock-in

Benchmark

Nifty Midcap 150 Momentum 50

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Sailesh Jain

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

bharat electronics ltd

5.6%
5.6%

indian hotels co ltd

5.3%
5.3%

hindustan aeronautics ltd ordinary shares

5.1%
5.1%

page industries ltd

4.9%
4.9%

gujarat fluorochemicals ltd ordinary shares

4.7%
4.7%
See all holdings

Allocation by Sector

industrials

27.6%
27.6%

consumer cyclical

21.5%
21.5%

basic materials

13.2%
13.2%

technology

9.3%
9.3%

utilities

9%
9%
See all sectors

Compare Tata Nifty Midcap 150 Momentum 50 Index Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 99,745 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,80 debt and 21 hybrid funds.

amc-img

  • 022-66578282
  • service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    24.8%

    16.5%

    20.9%

    16.3%

    23.4%

    13.9%

    24.9%

    16.4%

    23.4%

    13.9%

    Tata Nifty Midcap 150 Momentum 50 Index Fund (G) Review

    Tata Nifty Midcap 150 Momentum 50 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 1.2% over a period of 0 years. The fund is managed by Tata Asset Management Limited. The fund manager’s name is Sailesh Jain.

    Nav of Tata Nifty Midcap 150 Momentum 50 Index Fund (G) as of 11/25/2022 is ₹10.12 with the total AUM as of 11/26/2022 is ₹10.38. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Nifty Midcap 150 Momentum 50 Index Fund (G) was launched on Oct 20, 2022. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Tata Nifty Midcap 150 Momentum 50 Index Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Tata Nifty Midcap 150 Momentum 50 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Midcap 150 Momentum 50.

    Tata Nifty Midcap 150 Momentum 50 Index Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Nifty Midcap 150 Momentum 50 Index Fund (G).

    Frequently Asked Questions

    What is Tata Nifty Midcap 150 Momentum 50 Index Fund (G)?

    Tata Nifty Midcap 150 Momentum 50 Index Fund (G) is a Index Funds Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Tata Nifty Midcap 150 Momentum 50 Index Fund (G)?

    You can invest in Tata Nifty Midcap 150 Momentum 50 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Tata Nifty Midcap 150 Momentum 50 Index Fund (G)?

    The minimum sip amount for Tata Nifty Midcap 150 Momentum 50 Index Fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is Tata Nifty Midcap 150 Momentum 50 Index Fund (G) good to invest in?

    As per Scripbox experts, Tata Nifty Midcap 150 Momentum 50 Index Fund (G) is a Not Reviewed Yet fund. You can investTata Nifty Midcap 150 Momentum 50 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

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

    The expense ratio of the Tata Nifty Midcap 150 Momentum 50 Index Fund (G) is 1.01% for regular plan.