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Tata Nifty Midcap 150 Momentum 50 Index Fund(IDCW)

IDCW
19.920.48% (-0.10)

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Tata Nifty Midcap 150 Momentum 50 Index Fund(IDCW)

IDCW
EquityIndex Fund
Mid-size FundAssets Under Mgmt: ₹ 685 Cr
Very High RiskPrinciple investment will be at very high risk
19.920.48% (-0.10)

Price Chart

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Returns
0.00%
1M
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SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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EquityIndex Fund
Mid-size FundAssets Under Mgmt: ₹ 685 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.4356.261.47
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.5842.781.14

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs0.25%
0.25% on or before 90D Nil after 90D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
Nifty Midcap150 Momentum 50 - TRI

About Index Fund

Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.

Peers & Comparison

Comparing 3 mutual funds from 
EquityIndex Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Tata Nifty Midcap 150 Momentum 50 Index Fund(IDCW)36.47%—37.76%
UTI Nifty 50 Index Fund(IDCW)19.44%13.62%13.54%
ICICI Pru Nifty 50 Index Fund(IDCW-Payout)19.37%13.58%14.34%
SBI Nifty Index Fund(IDCW-Payout)19.43%13.62%13.34%

Price Comparison

Compare Tata Nifty Midcap 150 Momentum 50 Index Fund(IDCW) with any MF, ETF, stock or index
Compare Tata Nifty Midcap 150 Momentum 50 Index Fund(IDCW) with any MF, ETF, stock or index
Tata Nifty Midcap 150 Momentum 50 Index Fund(IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity-0.05%100.05%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+23 morePower GenerationPharmaceuticalsSpecialized FinanceHome Electronics & AppliancesReal Estate59.36 %7.14 %7.23 %7.30 %8.96 %10.02 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 240.95%7.61%8.91%11.23%10.11%10.02%
Real Estate as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Dixon Technologies (India) Ltd
    DIXON
    3M change : 1.21 %

    Holdings

    5.99 %

    1.21 %
  • BSE Ltd
    BSE
    3M change : 2.49 %

    Holdings

    5.95 %

    2.49 %
  • Cummins India Ltd
    CUMMINSIND
    3M change : -0.14 %

    Holdings

    4.25 %

    -0.14 %

AMC Profile

Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.

  • No.of Schemes

    59

  • Total AUM

    ₹ 1,86,326.83 Cr.

Fund Manager Profile

Kapil Menon

AUM:  ₹3,179.11 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 20yrs

Qualification

B.Com

Past Experience

From June 2021 - till date with Tata Asset Management Pvt Ltd as Dealer - currently reporting to Chief Investment Officer - Equities.From September 2006 to May 2021 with Tata Asset Management Pvt Ltd as Senior Manager - Investments. Reports to Chief Investment Officer - Equities.

Funds Managed (40)

Tata Nifty Midcap 150 Momentum 50 Index Fund-Reg(IDCW Payout)

IDCW
35.51%
—
1.05%

Tata Nifty Midcap 150 Momentum 50 Index Fund(IDCW Payout)

IDCW
36.47%
—
0.43%

Tata Nifty Midcap 150 Momentum 50 Index Fund-Reg(IDCW)

IDCW
35.51%
—
1.05%

Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund(IDCW)

IDCW
—
—
0.46%

Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg(IDCW Payout)

IDCW
—
—
1.11%

Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund-Reg(IDCW)

IDCW
—
—
1.11%

Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund(IDCW Payout)

IDCW
—
—
0.46%

Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund(IDCW Payout)

IDCW
—
—
0.48%

Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund(IDCW)

IDCW
—
—
0.48%

Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg(IDCW Payout)

IDCW
—
—
1.11%

Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg(IDCW)

IDCW
—
—
1.11%

Tata Nifty Realty Index Fund(IDCW Payout)

IDCW
—
—
0.43%

Tata Nifty Realty Index Fund-Reg(IDCW)

IDCW
—
—
1.10%

Tata Nifty Realty Index Fund-Reg(IDCW Payout)

IDCW
—
—
1.10%

Tata Nifty Realty Index Fund(IDCW)

IDCW
—
—
0.43%

Tata Nifty MidSmall Healthcare Index Fund-Reg(IDCW)

IDCW
—
—
1.11%

Tata Nifty MidSmall Healthcare Index Fund(IDCW)

IDCW
—
—
0.48%

Tata Nifty MidSmall Healthcare Index Fund(IDCW Payout)

IDCW
—
—
0.48%

Tata Nifty MidSmall Healthcare Index Fund-Reg(IDCW Payout)

IDCW
—
—
1.11%

Tata Nifty Auto Index Fund(IDCW Payout)

IDCW
—
—
0.46%

Tata Nifty Auto Index Fund(IDCW)

IDCW
—
—
0.46%

Tata Nifty Financial Services Index Fund(IDCW Payout)

IDCW
—
—
0.46%

Tata Nifty Auto Index Fund-Reg(IDCW)

IDCW
—
—
1.11%

Tata Nifty Financial Services Index Fund(IDCW)

IDCW
—
—
0.46%

Tata Nifty Auto Index Fund-Reg(IDCW Payout)

IDCW
—
—
1.11%

Tata Nifty Financial Services Index Fund-Reg(IDCW)

IDCW
—
—
1.11%

Tata Nifty Financial Services Index Fund-Reg(IDCW Payout)

IDCW
—
—
1.11%

Tata Nifty India Tourism Index Fund(IDCW Payout)

IDCW
—
—
0.34%

Tata Nifty India Tourism Index Fund(IDCW)

IDCW
—
—
0.34%

Tata Nifty India Tourism Index Fund-Reg(IDCW)

IDCW
—
—
1.09%

Tata Nifty India Tourism Index Fund-Reg(IDCW Payout)

IDCW
—
—
1.09%

Tata Nifty200 Alpha 30 Index Fund-Reg(IDCW Payout)

IDCW
—
—
1.09%

Tata Nifty200 Alpha 30 Index Fund(IDCW Payout)

IDCW
—
—
0.34%

Tata Nifty200 Alpha 30 Index Fund(IDCW)

IDCW
—
—
0.34%

Tata Nifty200 Alpha 30 Index Fund-Reg(IDCW)

IDCW
—
—
1.09%

Tata Nifty Capital Markets Index Fund(IDCW Payout)

IDCW
—
—
0.34%

Tata Nifty Capital Markets Index Fund(IDCW)

IDCW
—
—
0.34%

Tata Nifty Capital Markets Index Fund-Reg(IDCW Payout)

IDCW
—
—
1.09%

Tata Nifty Capital Markets Index Fund-Reg(IDCW)

IDCW
—
—
1.09%

Tata Nifty Midcap 150 Momentum 50 Index Fund(IDCW)

IDCW
36.47%
—
0.43%

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Tata Nifty Midcap 150 Momentum 50 Index Fund | Shaily Gang | Tata Mutual Fund

5 months ago•Tata Mutual Fund