TATA Mutual Fund

Tata Nifty Midcap 150 Momentum 50 Index Fund (G)

₹ 16.9

NAV (Jan 21)

27.977%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information

Investment Objective

The scheme is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.

Expense Ratio
1.02 %
Launched 2Y ago
2022-10-20
AUM in Crores
725.3
ISIN
INF277KA1646
Lock-in (days)
No Lock-in
Benchmark
NIFTY Midcap 150 Momentum 50 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
-
Beta
-
Sharpe Ratio
-
asset-allocation

Asset allocation and Holdings

Last updated on 2023-12-21

Top Stock Holdings

Cummins India Ltd.

4.56%
4.56%

Dixon Technologies (India) Ltd.

4.44%
4.44%

Bharat Heavy Electricals Ltd.

4.22%
4.22%

Oil India Ltd.

3.27%
3.27%

Rail Vikas Nigam Ltd.

3.21%
3.21%
See all holdings
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Allocation by Sector

Capital Goods

24.99%
24.99%

Construction

14.17%
14.17%

Energy

11.34%
11.34%

Healthcare

9.07%
9.07%

Services

7.51%
7.51%
See all sectors
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comparison

Comparison with Equity Funds

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

Tata Nifty Midcap 150 Momentum 50 Index Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 27.98% over 2 years. The fund has grown over a period of 2 years. The fund is managed by Tata Mutual Fund. The fund managers are Kapil Menon, Sailesh Jain.

Nav of Tata Nifty Midcap 150 Momentum 50 Index Fund (G) as of 1/21/2025 is ₹16.90 with the total AUM as of 1/22/2025 is ₹725.32. 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 2022-10-20.

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 Total Return Index.

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

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