Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan
Fund House: Tata Mutual Fund| Category: Index Fund |
| Launch Date: 20-10-2022 |
| Asset Class: |
| Benchmark: NIFTY Midcap 150 Momentum 50 TRI |
| TER: 1.03% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 754.51 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 190.27% | Exit Load: Exit load of 0.25%, if redeemed within 90 days |
16.3964
-0.05 (-0.3001%)
20.62%
Benchmark: 23.48%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 Momentum 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan | 20-10-2022 | 0.1 | 28.38 | - | - | - |
| Tata Nifty Financial Services Index Fund - Regular Plan - Growth | 01-04-2024 | 20.02 | - | - | - | - |
| Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth | 26-04-2024 | 19.9 | - | - | - | - |
| Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option | 14-08-2023 | 17.87 | - | - | - | - |
| ICICI Prudential Nifty Pharma Index Fund - Growth | 14-12-2022 | 13.64 | 27.48 | - | - | - |
| ICICI Prudential NASDAQ 100 Index Fund - Growth | 01-10-2021 | 13.42 | 25.69 | 21.65 | - | - |
| ICICI Prudential Nifty Bank Index Fund - Growth | 05-03-2022 | 12.86 | 11.31 | 15.76 | - | - |
| Navi Nifty Bank Index Fund- Regular Plan- Growth | 31-01-2022 | 12.81 | 11.2 | 15.83 | - | - |
| Motilal Oswal Nifty Bank Index - Regular Plan | 05-09-2019 | 12.79 | 11.25 | 15.92 | 21.9 | - |
| Nippon India Nifty Bank Index Fund - Regular Plan - Growth Option | 22-02-2024 | 12.74 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
0.64%
Large Cap
9.3%
Mid Cap
90.84%
