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Tata Nifty Midcap 150 Momentum 50 Index Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.43 | 56.26 | 1.57 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.58 | 42.78 | 0.35 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.25% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| 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
EquityIndex Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Tata Nifty Midcap 150 Momentum 50 Index Fund(IDCW) | 35.62% | — | 35.20% |
| UTI Nifty 50 Index Fund(IDCW) | 12.54% | 13.45% | 13.05% |
| ICICI Pru Nifty 50 Index Fund(IDCW-Payout) | 12.48% | 13.41% | 13.71% |
| SBI Nifty Index Fund(IDCW-Payout) | 12.53% | 13.45% | 12.85% |
Price Comparison
Compare Tata Nifty Midcap 150 Momentum 50 Index Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Dixon Technologies (India) Ltd3M change : 1.21 %
Holdings
5.99 %
1.21 % - BSE Ltd3M change : 2.49 %
Holdings
5.95 %
2.49 % - Cummins India Ltd3M 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
60
Total AUM
₹ 1,86,319.36 Cr.
Fund Manager Profile
Kapil Menon
AUM: ₹3,089.24 Cr.
|
Exp: 20yrs
Rakesh Prajapati
AUM: ₹2,993.55 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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%