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

Tata Nifty Midcap 150 Momentum 50 Index Fund (Growth)

EquityIndex Funds

17.6107

NAV (May 29)

42.8%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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

17.6107

NAV (May 29)

Fund Returns

Last 1Y
73.5%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
42.8%
6 Month CAGR
33.6%

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
1.02
Launched (2y ago)
Oct 20, 2022
AUM in Crores
258.597
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
Fund Managers

Sailesh Jain

Fund Manager

Kapil Menon

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Nifty Midcap 150 Momentum 50 Index Fund (Growth)70%64,77,725 57,45,11373.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-05-29

Top Stock Holdings

rec ltd

5%
5%

power finance corp ltd

4.7%
4.7%

lupin ltd

4.7%
4.7%

aurobindo pharma ltd

4.5%
4.5%

bharat heavy electricals ltd

4.3%
4.3%
See all holdings

Allocation by Sector

financial services

28.3%
28.3%

healthcare

18.5%
18.5%

industrials

14.7%
14.7%

basic materials

13.3%
13.3%

real estate

9.2%
9.2%
See all sectors

Comparison with Equity Funds

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

₹ 14,859 cr

₹ 18,691 cr

₹ 22,471 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 152,830 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 71 equity,114 debt and 17 hybrid funds.amc-img
phone-img022-66578282
Fund NameScripbox Opinion
Till Date CAGR

12.7%

13.1%

27%

25.9%

18.8%

18.7%

5.9%

6.7%

5.2%

4.7%

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 42.8% over a period of 1 years. The fund is managed by Tata Asset Management Limited. The fund managers are Kapil Menon, Sailesh Jain.

Nav of Tata Nifty Midcap 150 Momentum 50 Index Fund (G) as of 5/29/2024 is ₹17.61 with the total AUM as of 5/30/2024 is ₹258.597. 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 73.5% 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 instruments 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 ₹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 1.02% for regular plan.