3 Year return

0
Launched on October 2022 (2 years)

Investment Details

₹150

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹258.6 Cr.

Expense Ratio

0.31% (inclusive of GST)

Exit Load

0.25% of NAV if redeemed on or before 90 Days from the date of allotment. Nil - If redeemed on or after 90 Days from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

0
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0

Tax Implications

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Fund Holdings

Holdings

Tata Mutual Fund Managers

SJ

Sailesh Jain

Fund Manager since Oct 2022

View Details

Fund House Details

Tata Mutual Fund

Tata Mutual Fund Asset management company

AUM ₹147,271.50 Cr.
No. of Schemes 165
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Growth

14.6%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout

14.6%
6.34%

About Tata Nifty Midcap 150 Momentum 50 Index Fund Growth Direct Plan

Tata Nifty Midcap 150 Momentum 50 Index Fund, managed by Tata Mutual Fund, falls within the index funds category, specifically targeting midcap stocks with strong momentum. This direct plan offers the Growth scheme, aiming to provide potential capital appreciation by closely tracking the Nifty Midcap 150 Momentum 50 Index. The fund seeks to capitalise on the growth potential of midcap companies displaying positive momentum. It has an expense ratio that is slightly higher than the category average.

Investment Objective of the Scheme

The scheme's primary objective is to offer investors the opportunity to benefit from the growth potential of midcap stocks exhibiting favorable momentum. Tata Nifty Midcap 150 Momentum 50 Index Fund Growth Direct Plan aims to achieve this by tracking the composition, and hence the performance, of the Nifty Midcap 150 Momentum 50 Index. The fund's strategy focuses on delivering returns by capturing the momentum effect within the midcap segment.

Key Features of The Fund

5-year return NA
Expense Ratio 0.31%
Fund Manager Sailesh Jain
Fund Size ₹258.6 Cr
Risk Profile Very High

Is This Scheme Right for Me?

If you're interested in gaining exposure to the growth potential of midcap stocks with positive momentum and prefer a passive investment strategy, Tata Nifty Midcap 150 Momentum 50 Index Fund Growth Direct Plan could be a suitable choice. This fund aligns with individuals looking for diversification within the midcap segment through a systematic index-tracking approach. However, keep in mind that index funds are subject to market fluctuations. Before considering this fund, evaluate your investment goals, risk tolerance, and understanding of index investing. Consulting financial experts can provide personalised guidance for well-informed decisions.

AMC Contact Details

Name Tata Mutual Fund
Launch Date March 1994
Addresss Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra
Contact (022) 6282 7777
Email service@tataamc.com
Website https://www.tatamutualfund.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Ready to Invest? Start Your SIP Now!

Craft your ideal SIP plan effortlessly with our intuitive SIP return calculator, streamlining the process of initiating your SIP account. Enjoy a seamless account opening experience and embark on your investment journey with ease and assurance. With our support, you can navigate the complexities of investing with confidence, knowing that your financial goals are within reach.

FAQs

What is today's NAV of TATA Nifty Midcap 150 Momentum 50 Index Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Nifty Midcap 150 Momentum 50 Index Fund May 27 2024 is 18.1169

What is the AUM of TATA Nifty Midcap 150 Momentum 50 Index Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA Nifty Midcap 150 Momentum 50 Index Fund is 258.6 crore.

What is the expense ratio of TATA Nifty Midcap 150 Momentum 50 Index Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of TATA Nifty Midcap 150 Momentum 50 Index Fund is 0.31%

What are the returns of TATA Nifty Midcap 150 Momentum 50 Index Fund since inception?

The TATA Nifty Midcap 150 Momentum 50 Index Fund was launched on Oct 04 2022. The fund has delivered a CAGR of 44.78 since inception.

What is the minimum SIP amount to invest in TATA Nifty Midcap 150 Momentum 50 Index Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA Nifty Midcap 150 Momentum 50 Index Fund is 150.

How do I invest in TATA Nifty Midcap 150 Momentum 50 Index Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in TATA Nifty Midcap 150 Momentum 50 Index Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in TATA Nifty Midcap 150 Momentum 50 Index Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in TATA Nifty Midcap 150 Momentum 50 Index Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.