Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Equity
Mid Cap
Very High Risk
1M
6M
1Y
All
NAV: 13 Dec 2024₹19.92
Min. SIP amount₹150
RatingNA
Fund size₹618.79Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Absolute returns
3M6M1YAll
Fund returns3.7%11.1%40.2%98.1%
Category averageNANA33.7%NA
Rank with in category62416NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
64.4%36.9%18,604.02
4
34.2%28.8%77,682.90
4
35.4%27.4%35,208.97
4
41.5%24.6%52,626.72
5
27.3%24.5%9,500.70

Holdings (50)

NameSectorInstrumentAssets
Capital GoodsEquity5.99%
ServicesEquity5.95%
Capital GoodsEquity4.25%
ServicesEquity3.75%
Capital GoodsEquity3.46%
HealthcareEquity3.44%
Consumer DiscretionaryEquity2.97%
EnergyEquity2.88%
ConstructionEquity2.65%
FinancialEquity2.65%
CommunicationEquity2.64%
ConstructionEquity2.40%
Capital GoodsEquity2.39%
EnergyEquity2.26%
EnergyEquity2.21%
AutomobileEquity2.20%
Capital GoodsEquity2.19%
TechnologyEquity2.16%
ConstructionEquity2.12%
EnergyEquity2.12%
ConstructionEquity2.08%
Capital GoodsEquity1.98%
Metals & MiningEquity1.97%
ChemicalsEquity1.97%
Metals & MiningEquity1.84%
HealthcareEquity1.84%
Consumer DiscretionaryEquity1.81%
ConstructionEquity1.75%
HealthcareEquity1.65%
FinancialEquity1.62%
Capital GoodsEquity1.61%
ConstructionEquity1.42%
Capital GoodsEquity1.42%
FinancialEquity1.35%
Metals & MiningEquity1.34%
Capital GoodsEquity1.32%
FinancialEquity1.24%
Capital GoodsEquity1.22%
ChemicalsEquity1.20%
ConstructionEquity1.17%
Metals & MiningEquity1.12%
ChemicalsEquity0.96%
AutomobileEquity0.89%
AutomobileEquity0.84%
HealthcareEquity0.79%
HealthcareEquity0.70%
HealthcareEquity0.64%
AutomobileEquity0.63%
EnergyEquity0.61%
FinancialEquity0.37%
See All

Pros and cons

Category: Equity Mid Cap

Pros

1Y annualised returns higher than category average by 2.78%

Cons

Higher expense ratio: 0.43%

Expense ratio, exit load and tax

Expense ratio: 0.43%

Inclusive of GST

Exit load

Exit load of 0.25%, if redeemed within 90 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹150

Fund management

Sailesh Jain
Oct 2022 - Present
View details

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2024 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 5.5.9
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ