Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Other
Index
Very High Risk
1M
6M
1Y
All
NAV: 23 Feb 2024₹15.82
Min. SIP amount₹150
RatingNA
Fund size₹243.81Cr

Return calculator

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

Returns and rankings

Category: Other Index
Absolute returns
3M6M1YAll
Fund returns19.7%36.5%65.2%57.8%
Category averageNANA53.1%NA
Rank with in category542NA
Understand terms

Holdings (50)

NameSectorInstrumentAssets
FinancialEquity5.44%
FinancialEquity5.16%
HealthcareEquity4.94%
HealthcareEquity4.70%
FinancialEquity4.19%
Capital GoodsEquity3.86%
Metals & MiningEquity3.04%
TechnologyEquity2.90%
FinancialEquity2.83%
Metals & MiningEquity2.83%
See All

Expense ratio, exit load and tax

Expense ratio: 0.32%

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

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

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,

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