Tata Asset Management Limited

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

EquityIndex
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return-
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio1.01%
  • Lock-in Period--
  • Exit Load0.2%
  • Fund Size (Cr)Rupees26.8
  • NAVRupees9.3

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Investment Objective Of The Scheme Is To Provide Returns, Before Expenses, That Commensurate With The Performance Of Nifty Midcap 150 Momentum 50 Index (Tri), Subject To Tracking Error.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • REPO 5.2
  • INDIAN HOTELS CO. LTD 5.1
  • PAGE INDUSTRIES LTD 4.3
  • FEDERAL BANK LTD 4.1
  • VARUN BEVERAGES LTD 3.9
  • GUJARAT FLUOROCHEMICALS LTD 3.9
  • TRENT LTD 3.7
  • TVS MOTOR COMPANY LTD 3.7
  • TUBE INVESTMENTS OF INDIA LTD 3.4
  • MAX HEALTHCARE INSTITUTE LTD 3.4
  • CG POWER AND INDUSTRIAL SOLUTIONS LTD 3
  • Sectors %
  • Banks19.2
  • Automobiles12.8
  • Industrial Products9.1
  • Chemicals9
  • Electric Equipment7.5

Fund House