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Home Mutual FundsEquitySectoral FundTata Nifty Midcap 150 Momentum 50 Index Fund

Tata Nifty Midcap 150 Momentum 50 Index Fund

The fund details shown here are of the Growth Plan option and belongs to the Equity, Sectoral Fund category.

The NAV for Tata Nifty Midcap 150 Momentum 50 Index Fund Fund is 15.632 as of 21 Feb 2025. NAV or Net Asset Value, is a crucial metric in the context of mutual funds. It represents the per - unit market value of a mutual fund scheme. NAV is calculated by the fund house on every business day and is a key factor in determining the value of an investor's holdings in the mutual fund.

This fund has given % annualized return for the last 3 years.

At present Tata Nifty Midcap 150 Momentum 50 Index Fund has not been rated by us.

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Fund Information

  • As of 31 Aug 2023, fund size of Tata Nifty Midcap 150 Momentum 50 Index Fund is 243.81 Cr.

  • Tata Nifty Midcap 150 Momentum 50 Index Fund shown here is of Growth plan.

  • The Total Expense Ratio (TER) of the fund is 1.04%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.

  • Tata Nifty Midcap 150 Momentum 50 Index Fund is an Equity oriented mutual fund in the - Sectoral Fund category.

  • NIFTY Midcap 150 Moment 50 TRI is the benchmark for Tata Nifty Midcap 150 Momentum 50 Index Fund. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.

  • The inception date of a mutual fund refers to the date when the fund was first established and began operations. It is the starting point from which the fund's performance, returns, and other key metrics are calculated. The fund was started on 20 Oct 2022 as at present it is 2 years old fund.

  • Name of the AMC is Tata Mutual Funds. Click here to know more about Tata Mutual Funds.

Fund Managed By

Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Tata Nifty Midcap 150 Momentum 50 Index Fund managed by following fund manager(s);

Riskometer

Investors understand that their principal
will be at Very High risk

How does the Return Comparison of the Tata Nifty Midcap 150 Momentum 50 Index Fund fare against peer funds in the Sectoral fund category?

Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Tata Nifty Midcap 150 Momentum 50 Index Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, Sectoral fund category these peer funds belongs to.

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 4.52% 9.21% 12.59% 29.11% 39.83% 29.51% 30.36% 16.64%
Category Average -2.81% -3.83% -7.29% 5.05% 17.71% 14.39% 17.58% 12.00%
Tata Nifty Midcap 150 Momentum 50 Index Fund -7.48% -12.66% -17.63% 0.88% - - - -
SBI PSU Fund -6.23% -8.07% -18.22% -3.18% 36.57% 29.51% 21.94% 10.87%
ICICI Prudential Infrastructure Fund -4.28% -5.51% -10.79% 6.07% 30.34% 28.10% 28.16% 14.64%
Aditya Birla Sun Life PSU Equity Fund -5.90% -8.31% -20.52% -10.34% 32.67% 27.32% 24.58% -
HDFC Infrastructure Fund -7.13% -8.74% -15.83% 0.25% 33.50% 27.29% 23.12% 9.00%
Nippon India Power & Infra Fund -8.52% -10.72% -18.83% 0.22% 30.95% 27.06% 25.23% 14.42%

Fund Portfolio Details

Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Tata Nifty Midcap 150 Momentum 50 Index Fund are shown below;

Equity 99.54%

Debt %

Others 0.46%

Top Equity Holdings

Name of the EquityHolding Percentage
CG Power and Industrial Solutions Ltd 5.07%
TVS MOTOR COMPANY LTD. 4.86%
INDIAN HOTELS CO.LTD. 4.85%
POWER FINANCE CORPORATION LTD. 4.71%
REC Ltd 4.44%
Others 76.07%
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Allocation by Sector

Name of the SectorHolding Percentage
Financial 26.18%
Capital Goods 16.83%
Automobile 13.17%
Healthcare 10.60%
Materials 9.92%
Others 23.30%
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Portfolio Holdings shown is as of 31 Aug 2023