₹ 10.2147
NAV (May 26)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 10.2147
NAV (May 26)
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 2.1% |
6 Month CAGR | 1% |
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 (1y ago) | Oct 20, 2022 |
AUM in Crores | 42.964 |
ISIN | INF277KA1646 |
Lock-in | No Lock-in |
Benchmark | Nifty Midcap 150 Momentum 50 |
SIP Minimum | 1000 |
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 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Tata Nifty Midcap 150 Momentum 50 Index Fund (Growth) | NaN | NaN | % | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
varun beverages ltd
5.4%indian hotels co ltd
5.4%tvs motor co ltd shs dematerialised
5.1%the federal bank ltd
5%tube investments of india ltd ordinary shares
4.6%consumer cyclical
29.6%financial services
25.8%industrials
19.8%basic materials
10.7%consumer defensive
6.3%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 14,448 cr | ||
₹ 10,178 cr | ||
₹ 8,056 cr | ||
₹ 8,860 cr | ||
₹ 7,811 cr |
Tata Asset Management Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
17.1% | 11.2% | ||
30.3% | 15.6% | ||
27.2% | 16.1% | ||
38.9% | 13.8% | ||
17.1% | 11.2% |
Tata Nifty Midcap 150 Momentum 50 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 2.1% 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 5/26/2023 is ₹10.21 with the total AUM as of 5/27/2023 is ₹42.964. 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 ₹1000 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).
What is Tata Nifty Midcap 150 Momentum 50 Index Fund (G)?
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 ₹1000. 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.