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

Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 64.67 N/A N/A N/A
Average Rolling Returns(%) 44.36 N/A N/A N/A

The Current NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth is ₹15.64.

It is better to invest in a fund with a longer track record as Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 - TRI returns, as Funds portfolio is significantly different.

Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth fund’s expense ratio is 1.04%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth is currently ₹244 Crores.

The Top three stocks are REC, Power Finance Corp and Aurobindo Pharma and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 40% of fund’s portfolio respectively.

Top three sectors of Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth fund are BFSI, Healthcare and Construction & Infrastructure accounting for 61% 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 - Regular Plan - Growth Fund is Index Funds - Other.

Sailesh Jain manages the Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth Fund.

Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth current PE ratio is 37.08 and PB ratio is 6.70

The asset allocation of Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth is Stocks : 99.68%, Debt : 0.32% and Gold : 0%

The minimum SIP amount for Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth is ₹150.00 and minimum lumpsum is ₹5000.00

The exit load for Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth is 0.25% on or before 90 days, Nil after 90 days

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