Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan does not yet have a 5-year performance history.
The average return for funds is 61.66% .
The largest portfolio holding is LAURUS LABS LTD with a portfolio weight of 6.23% .
The fund currently owns more than 52 stocks.
The top 10 holdings account for 43.60% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.70% | 2.52% |
| 2 Year Return | 45.75% | 14.81% |
| 3 Year Return | N/A | 41.29% |
| 4 Year Return | N/A | 54.54% |
| 5 Year Return | N/A | 61.66% |
| 6 Year Return | N/A | 80.31% |
| 7 Year Return | N/A | 90.53% |
| Expense Ratio | 0.39% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Pharmaceuticals |
6.23%
|
|
| 2 | Financials |
5.03%
|
|
| 3 | Exchange Platform |
4.73%
|
|
| 4 | Financials |
4.68%
|
|
| 5 | Materials |
4.32%
|
|
| 6 | Industrials |
4.27%
|
|
| 7 | Industrials |
4.23%
|
|
| 8 | Electric Equipment - Switchgear/Circuit Breaker |
3.59%
|
|
| 9 | Cables - Power/Others |
3.33%
|
|
| 10 | Materials |
3.19%
|
|
| 11 | Financials |
2.69%
|
|
| 12 | Health Care |
2.54%
|
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 1
Risk: Moderate Risk
Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan is managed by TATA .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
View Similar Funds