Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Equity
Mid Cap
Very High Risk
1M
6M
1Y
All
NAV: 14 Nov 2024₹18.15
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 returns-4.0%9.9%52.8%86.8%
Category averageNANA41.9%NA
Rank with in category21379NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
59.1%31.8%18,604.02
4
35.4%24.8%77,682.90
5
29.1%23.4%9,500.70
4
38.0%22.9%35,208.97
4
39.8%21.6%52,626.72

Holdings (50)

NameSectorInstrumentAssets
Capital GoodsEquity4.78%
Capital GoodsEquity4.39%
EnergyEquity4.15%
Capital GoodsEquity3.85%
HealthcareEquity3.61%
ServicesEquity3.46%
ServicesEquity3.36%
CommunicationEquity3.31%
ConstructionEquity3.21%
Consumer DiscretionaryEquity2.99%
FinancialEquity2.69%
ConstructionEquity2.55%
AutomobileEquity2.53%
EnergyEquity2.51%
EnergyEquity2.39%
EnergyEquity2.36%
Capital GoodsEquity2.28%
ConstructionEquity2.19%
Capital GoodsEquity2.18%
ConstructionEquity2.13%
Metals & MiningEquity2.05%
HealthcareEquity1.96%
TechnologyEquity1.94%
ConstructionEquity1.91%
ChemicalsEquity1.90%
Metals & MiningEquity1.83%
Capital GoodsEquity1.81%
FinancialEquity1.66%
FinancialEquity1.55%
HealthcareEquity1.48%
Consumer DiscretionaryEquity1.47%
Capital GoodsEquity1.46%
Capital GoodsEquity1.44%
Capital GoodsEquity1.44%
ChemicalsEquity1.31%
ConstructionEquity1.29%
Metals & MiningEquity1.28%
Metals & MiningEquity1.26%
ConstructionEquity1.20%
FinancialEquity1.18%
Capital GoodsEquity1.10%
ChemicalsEquity0.96%
AutomobileEquity0.92%
AutomobileEquity0.90%
HealthcareEquity0.85%
EnergyEquity0.68%
AutomobileEquity0.66%
HealthcareEquity0.66%
HealthcareEquity0.60%
FinancialEquity0.39%
See All

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,

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