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(%) 70.83 N/A N/A N/A
Average Rolling Returns(%) 62.34 N/A N/A N/A

The Current NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth is ₹19.12.

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 500 returns, as Funds portfolio is significantly different.

Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth fund’s expense ratio is 1.02%

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 ₹406 Crores.

The Top three stocks are Cummins India, Dixon Technologies and BHEL and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 34% of fund’s portfolio respectively.

Top three sectors of Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth fund are Construction & Infrastructure, Capital Goods and BFSI accounting for 49% 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.

Kapil Menon 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 63.41 and PB ratio is 10.78

The asset allocation of Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth is Stocks : 99.48%, Debt : 0.50% 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

© 2024 The Alchemists Ark Pvt. Ltd. All rights reserved. MoneyWorks4Me ® is a registered trademark of The Alchemists Ark Pvt.Ltd.