Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW - Direct Plan

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  • (-2.4%)Nav, as on 25-04-2025

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  • Net Change on 25-04-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap150 Momentum 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Nifty 100 Index Fund - Direct Plan - IDCW Oct 18, 2019 6.28 13.40 22.22 0.21 1,715.36
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)- Direct Plan - Income Distribution CUM Capital Withdrawal Option Jan 01, 2013 3.33 15.52 25.08 0.52 98.89

Fund Holdings as on 31-March-2025

  • BSE LTD

  • INDIAN HOTELS CO. LTD

  • MAX HEALTHCARE INSTITUTE LTD

  • PERSISTENT SYSTEMS LTD

  • COFORGE LTD

  • PB FINTECH LTD

  • LUPIN LTD

  • DIXON TECHNOLOGIES (INDIA) LTD

  • FEDERAL BANK LTD

  • FORTIS HEALTHCARE LTD

  • VOLTAS LTD

  • KALYAN JEWELLERS INDIA LTD

  • CG POWER AND INDUSTRIAL SOLUTIONS LTD

  • ORACLE FINANCIALS SERVICES SOFT LTD

  • CUMMINS INDIA LTD

  • INDUS TOWERS LTD

  • ONE 97 COMMUNICATIONS LTD

  • COROMANDEL INTERNATIONAL LTD

  • HDFC ASSET MANAGEMENT COMPANY LTD

  • MPHASIS LTD

  • OIL INDIA LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD

  • LLOYDS METALS & ENERGY LTD

  • PAGE INDUSTRIES LTD

  • IPCA LABORATORIES LTD

  • SOLAR INDUSTRIES INDIA LTD

  • JUBILANT FOODWORKS LTD

  • RAIL VIKAS NIGAM LTD

  • PETRONET LNG LTD

  • MAZAGON DOCK SHIPBUILDERS LTD

  • GODREJ PROPERTIES LTD

  • AUROBINDO PHARMA LTD

  • THE PHOENIX MILLS LTD

  • TORRENT POWER LTD

  • SYNGENE INTERNATIONAL LTD

  • HITACHI ENERGY INDIA LTD

  • POLYCAB INDIA LTD

  • UNO MINDA LTD

  • OBEROI REALTY LTD

  • INDIAN RENEWABLE ENERGY DEVELOPMENT AGENCY LTD

  • BIOCON LTD

  • PRESTIGE ESTATES PROJECTS LTD

  • AJANTA PHARMA LTD

  • KEI INDUSTRIES LTD

  • INDIAN BANK

  • A) REPO

  • CRISIL

  • THERMAX LTD

  • HOUSING & URBAN DEVELOPMENT CORPORATION LTD

  • GODREJ INDUSTRIES LTD

  • BHARAT DYNAMICS LTD

  • NET CURRENT LIABILITIES

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  • IT - Software

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Fintech

  • Finance - Others

  • Hotel, Resort & Restaurants

  • Consumer Durables - Electronics

  • Construction - Real Estate

  • Bank - Private

  • Electric Equipment

  • Air Conditioners

  • Diamond & Jewellery

  • Diesel Engines

  • Telecommunication - Service Provider

  • Chemicals

  • Fertilizers

  • Finance - Asset Management

  • Cable

  • Refineries

  • Oil Exploration

  • Steel/Sponge Iron/Pig Iron

  • Textile

  • Consumer Food

  • Engineering - Construction

  • Industrial Gases & Fuels

  • Ship Building

  • Power Generation/Distribution

  • Business Support

  • Auto Ancillary

  • Finance - NBFC

  • Bank - Public

  • Ratings

  • Engineering - Industrial Equipments

  • Finance - Housing

  • Defence

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

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About Tata Nifty Midcap 150 Momentum 50 Index Fund

Scheme Analysis

Tata Nifty Midcap 150 Momentum 50 Index Fund is a Index Funds - Other fund and belongs to Tata Mutual Fund. It was launched on 20-Oct-2022 and currently has an AUM of ₹752.70 crore. Tata Nifty Midcap 150 Momentum 50 Index Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap150 Momentum 50 - TRI as secondary index.

The NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund ended down ₹-0.41(-2.4%)yesterday to ₹16.8073.

Among its top 3 holdings the fund has exposure to BSE LTD, and

The Tata Nifty Midcap 150 Momentum 50 Index Fund is managed by Kapil Menon and Rakesh Prajapati.

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

022 6282 7777
service@tataamc.com
+91 (22) 22613782