Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 68.62 | N/A | N/A | N/A |
Average Rolling Returns(%) | 53.71 | N/A | N/A | N/A |
The Current NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan is ₹16.66.
It is better to invest in a fund with a longer track record as Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty Midcap150 Momentum 50 - TRI returns, as Funds portfolio is significantly different.
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan fund’s expense ratio is 0.31%
The process for redemption is
The AUM of Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan is currently ₹216 Crores.
The Top three stocks are Lupin, REC and Aurobindo Pharma and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 39% of fund’s portfolio respectively.
Top three sectors of Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan fund are BFSI, Healthcare and Construction & Infrastructure accounting for 59% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan Fund is Index Funds - Other.
Sailesh Jain manages the Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan Fund.
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan current PE ratio is 38.34 and PB ratio is 7.09
The asset allocation of Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan is Stocks : 98.91%, Debt : 1.07% and Gold : 0%
The minimum SIP amount for Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan is ₹150.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan is 0.25% on or before 90 days, Nil after 90 days