Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan

Fund House:
Category:
Index Fund
Status:
Open Ended Schemes
Launch Date:
20-10-2022
ISIN Number:
INF277KA1646
Minimum Investment:
5000
Minimum SIP:
500
Total Assets: (29-11-2024):
685.97
Nav (20-12-2024)
18.9118
CAGR Since Inception:
33.35
Benchmark:
NIFTY Midcap 150 Momentum 50 TRI
Expense Ratio (30-11-2024)::
1.05 %
Risko-Meter:
Very High
Exit Load:
Exit load of 0.25%, if redeemed within 90 days
Asset Class
Fund Manager
Kapil Menon:
Scheme 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.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan NIFTY 100 Equal Weight TRI Index Fund
CAGR since inception 33.35% 18.79% 11.06%
1 Year 34.66% 22.23% 16.03%
3 Year 0.00% 18.09% 15.06%
5 Year 0.00% 19.75% 16.18%
10 Year 0.00% 13.31% 11.71%
Nav / Index Value as on2024-12-22 685.97% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Cash & Cash Equivalents 0.01
Equity 100.03
Company Holding
DIXON TECHNOLOGIES (INDIA) LIMITED 5.99
BSE LIMITED 5.95
CUMMINS INDIA LIMITED 4.25
PB FINTECH LIMITED 3.75
BHARAT HEAVY ELECTRICALS LIMITED 3.46
LUPIN LIMITED 3.44
VOLTAS LIMITED 2.97
OIL INDIA LTD. 2.88
MACROTECH DEVELOPERS LIMITED 2.65
HDFC ASSET MANAGEMENT COMPANY LTD 2.65
FAQ's of Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan
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Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan