Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan
Category: Index Fund
Launch Date: 20-10-2022
AUM:
₹ 323.11 Cr
Expense Ratio
1.02%
Benchmark
NIFTY Midcap 150 Moment 50 TRI
ISIN
INF277KA1646
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Kapil Menon
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan | 74.59 | - | - |
| NIFTY Midcap 150 Moment 50 TRI | 78.63 | 33.67 | 36.42 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
18.5955
Last change
0.22 (1.1825%)
Fund Size (AUM)
₹ 323.11 Cr
Performance
44.66% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.
Fund Manager
Kapil Menon
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| REC Ltd. | 5.12 |
| Power Finance Corporation Ltd. | 5.01 |
| Aurobindo Pharma Ltd. | 4.45 |
| Bharat Heavy Electricals Ltd. | 4.42 |
| Lupin Ltd. | 4.32 |
| Indian Railway Finance Corporation Ltd. | 3.72 |
| Jindal Stainless Ltd. | 3.66 |
| Polycab India Ltd. | 3.64 |
| Supreme Industries Ltd. | 3.08 |
| Prestige Estates Projects Ltd. | 3.03 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 23.83 |
| Healthcare | 17.42 |
| Capital Goods | 11.67 |
| Construction | 9.75 |
| Metals & Mining | 9.06 |
| Automobile | 6.36 |
| Chemicals | 4.37 |
| Technology | 3.9 |
| Energy | 3.79 |
| Materials | 3.58 |