Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan

Other Plans and Options
  • (-0.6%)Nav, as on 25-02-2025

  • Previous Nav

  • Net Change on 25-02-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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.)
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 0.32 12.81 15.85 0.88 2,039.81
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 1.03 20.04 22.61 1.00 1,981.68
Axis Nifty 100 Index Fund - Regular Plan - Growth Option Oct 18, 2019 1.34 11.00 14.10 0.92 1,680.51
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Sep 06, 2019 -5.43 17.18 22.49 1.04 796.09
Motilal Oswal Nifty Bank Index - Regular Plan Sep 06, 2019 3.74 9.92 9.26 1.00 585.68

Fund Holdings as on 31-January-2025

  • BSE LTD

  • PERSISTENT SYSTEMS LTD

  • INDIAN HOTELS CO. LTD

  • COFORGE LTD

  • MAX HEALTHCARE INSTITUTE LTD

  • PB FINTECH LTD

  • DIXON TECHNOLOGIES (INDIA) LTD

  • LUPIN LTD

  • FEDERAL BANK LTD

  • FORTIS HEALTHCARE LTD

  • ORACLE FINANCIALS SERVICES SOFT LTD

  • KALYAN JEWELLERS INDIA LTD

  • VOLTAS LTD

  • CG POWER AND INDUSTRIAL SOLUTIONS LTD

  • INDUS TOWERS LTD

  • CUMMINS INDIA LTD

  • ONE 97 COMMUNICATIONS LTD

  • MPHASIS LTD

  • RAIL VIKAS NIGAM LTD

  • COROMANDEL INTERNATIONAL LTD

  • HDFC ASSET MANAGEMENT COMPANY LTD

  • OIL INDIA LTD

  • PAGE INDUSTRIES LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD

  • LLOYDS METALS & ENERGY LTD

  • JUBILANT FOODWORKS LTD

  • PETRONET LNG LTD

  • IPCA LABORATORIES LTD

  • SOLAR INDUSTRIES INDIA LTD

  • GODREJ PROPERTIES LTD

  • AUROBINDO PHARMA LTD

  • POLYCAB INDIA LTD

  • THE PHOENIX MILLS LTD

  • MAZAGON DOCK SHIPBUILDERS LTD

  • SYNGENE INTERNATIONAL LTD

  • INDIAN RENEWABLE ENERGY DEVELOPMENT AGENCY LTD

  • TORRENT POWER LTD

  • KEI INDUSTRIES LTD

  • HITACHI ENERGY INDIA LTD

  • UNO MINDA LTD

  • OBEROI REALTY LTD

  • PRESTIGE ESTATES PROJECTS LTD

  • BIOCON LTD

  • CRISIL

  • AJANTA PHARMA LTD

  • INDIAN BANK

  • HOUSING & URBAN DEVELOPMENT CORPORATION LTD

  • THERMAX LTD

  • GODREJ INDUSTRIES LTD

  • BHARAT DYNAMICS LTD

  • A) REPO

  • NET CURRENT LIABILITIES

View More

  • IT - Software

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Fintech

  • Finance - Others

  • Hotel, Resort & Restaurants

  • Consumer Durables - Electronics

  • Construction - Real Estate

  • Bank - Private

  • Electric Equipment

  • Diamond & Jewellery

  • Air Conditioners

  • Telecommunication - Service Provider

  • Cable

  • Diesel Engines

  • Engineering - Construction

  • Fertilizers

  • Chemicals

  • Finance - Asset Management

  • Oil Exploration

  • Textile

  • Refineries

  • Steel/Sponge Iron/Pig Iron

  • Consumer Food

  • Industrial Gases & Fuels

  • Ship Building

  • Power Generation/Distribution

  • Finance - NBFC

  • Business Support

  • Auto Ancillary

  • Ratings

  • Bank - Public

  • Finance - Housing

  • Engineering - Industrial Equipments

  • Defence

  • Miscellaneous

View More

Fund Manager

  • Cash

  • Equity

View More

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 ₹695.53 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 ₹-0.09(-0.6%)yesterday to ₹15.3788.

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