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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(%) | 51.69 | N/A | N/A | N/A |
Average Rolling Returns(%) | 61.78 | N/A | N/A | N/A |
The Current NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth is ₹18.93.
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 1.05%
The process for redemption is
The AUM of Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth is currently ₹633 Crores.
The Top three stocks are BSE, Dixon Technologies and Cummins India and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 37% of fund’s portfolio respectively.
Top three sectors of Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth fund are Construction & Infrastructure, BFSI and Capital Goods accounting for 48% 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 54.45 and PB ratio is 10.58
The asset allocation of Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth is Stocks : 100.17%, Debt : -0.17% 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