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- Tata Mutual Fund
- Tata Nifty Midcap 150 Momentum 50 Index Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 19.7478
NAV (Oct 15)
Fund Returns
Last 1Y | 57.4% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 40.7% |
6 Month CAGR | 22.8% |
Scheme Information
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.
Expense Ratio | 1.02 |
Launched (0y ago) | 1.02 |
AUM in Crores | 618.8 |
ISIN | INF277KA1646 |
Lock-in | - |
Benchmark | NIFTY Midcap 150 Momentum 50 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Nifty Midcap 150 Momentum 50 Index Fund (G) | 37,67,313 | 30,34,701 | 57.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Cummins India Ltd.
4.6%Dixon Technologies (India) Ltd.
4.4%Bharat Heavy Electricals Ltd.
4.2%Oil India Ltd.
3.3%Rail Vikas Nigam Ltd.
3.2%Allocation by Sector
Capital Goods
25.9%Construction
15%Energy
11.6%Healthcare
8.3%Financial
7.4%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Tata Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14% | 18.8% | ||
14.3% | 16.7% | ||
28.5% | 16.2% | ||
6.4% | 6.7% | ||
11.4% | 13.2% |
Tata Nifty Midcap 150 Momentum 50 Index Fund (G) Review
Tata Nifty Midcap 150 Momentum 50 Index Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 40.669% over a period of 1 years. The fund is managed by Tata Mutual Fund. The fund managers are Kapil Menon, Sailesh Jain.
Nav of Tata Nifty Midcap 150 Momentum 50 Index Fund (G) as of 10/15/2024 is ₹19.75 with the total AUM as of 10/16/2024 is ₹618.794842. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Nifty Midcap 150 Momentum 50 Index Fund (G) was launched on 2022-10-20. The category risk of the fund is null.
The minimum SIP amount for Tata Nifty Midcap 150 Momentum 50 Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Tata Nifty Midcap 150 Momentum 50 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Midcap 150 Momentum 50 Total Return Index.
It is rated as a null fund in Equity and delivered 57.439% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Nifty Midcap 150 Momentum 50 Index Fund (G).
Frequently Asked Questions
What is Tata Nifty Midcap 150 Momentum 50 Index Fund (G)?
How to invest in Tata Nifty Midcap 150 Momentum 50 Index Fund (G)?
You can invest in Tata Nifty Midcap 150 Momentum 50 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Nifty Midcap 150 Momentum 50 Index Fund (G)?
The minimum sip amount for Tata Nifty Midcap 150 Momentum 50 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Nifty Midcap 150 Momentum 50 Index Fund (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Nifty Midcap 150 Momentum 50 Index Fund (G)?
The expense ratio of the Tata Nifty Midcap 150 Momentum 50 Index Fund (G) is 1.02% for regular plan.
What is the NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund (G)?
Today's Tata Nifty Midcap 150 Momentum 50 Index Fund (G) NAV is ₹19.75.