Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-Growth
Equity
Thematic-Factor-based
₹1.24% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
Not Rated - Minimum Investment₹5000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹1206 Cr
- Created on4 Oct 2022
Fund Ranking
#4
/ 35 in Thematic-Factor-based
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month1.4%
- 1 Year-2.0%
- 3 Year (CAGR)12.3%
- All Time (CAGR)14.8%
Category Return
- 6 Month1.2%
- 1 Year-2.6%
- 3 Year (CAGR)9.7%
- All Time (CAGR)10.6%
Asset Allocation
- Equity99.8%
- Other0.1%
Top 5 Holdings
Top 5 Sectors
- Ashok Leyland1.63%
- Aurobindo Pharma2.35%
- Linde India0.52%
- Bank of India0.45%
- Bharat Forge3.90%
Fund Information
- Expense Ratio1.30%
- Exit LoadExit load of 0.50%, if redeemed within 30 days.
- Lock-In PeriodNo Lock-In
Managed By
Kapil Menon
April 2024 - Present
Rakesh Prajapati
Dec 2024 - Present
Nitin Bharat Sharma
July 2025 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.36 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 20.36 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 2.27 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 1.17