Sandbox
Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Reinvestment - Regular Plan
Category: Index Fund
Launch Date: 20-10-2022
AUM:
₹ 1,060.45 Cr
Expense Ratio
1.05%
Benchmark
NIFTY Midcap 150 Momentum 50 TRI
ISIN
INF277KA1653
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
150
Fund Manager
FM-1 Nitin Sharma, FM-2 - Rakesh Prajapati
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Reinvestment - Regular Plan | -10.53 | 21.18 | - |
| NIFTY Midcap 150 Moment 50 TRI | -7.15 | 23.59 | 29.09 |
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
17.6112
Last change
-0.12 (-0.6774%)
Fund Size (AUM)
₹ 1,060.45 Cr
Performance
18.99% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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. There is no assurance or guarantee that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund Manager
FM-1 Nitin Sharma, FM-2 - Rakesh Prajapati
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| BSE LIMITED EQ NEW FV RS. 2/- | 5.12 |
| MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- | 4.9 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 4.61 |
| Coforge Limited | 3.92 |
| Persistent Systems Ltd | 3.71 |
| SUZLON ENERGY LIMITED EQ. NEW RS. 2/- | 3.62 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 3.55 |
| SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- | 3.36 |
| SRF LIMITED EQ | 3.09 |
| FORTIS HEALTHCARE LIMITED. EQ | 2.89 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 33.31 |
| Healthcare | 12.1 |
| Chemicals | 11.58 |
| Capital Goods | 10.95 |
| Information Technology | 7.63 |
| Consumer Durables | 4.1 |
| Telecommunication | 3.24 |
| Consumer Services | 3.23 |
| Construction Materials | 2.92 |
| Automobile and Auto Components | 2.34 |