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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹150 & Lump. ₹5000
AUM (Fund size)
₹825 Cr
Lock In Period
N/A
Expense Ratio
1.03
Benchmark
NIFTY Midcap150 Momentum 50 Total Return
Exit Load
0.25% of NAV if redeemed/switched out before 90 days from the date of allotment.
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Growth Review
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Portfolio Analysis
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- Others
As on: 2025-04-30
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About Fund
Tata Nifty Midcap 150 Momentum 50 Index Fund Growth managed by Tata Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹825 Crore. The fund benchmarks its performance against the NIFTY Midcap150 Momentum 50 Total Return while maintaining an expense ratio of 1.03. Under the expert guidance of Kapil Menon ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
FAQs
Tata Nifty Midcap 150 Momentum 50 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund Growth is 1.03. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Tata Nifty Midcap 150 Momentum 50 Index Fund Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
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You can invest in Tata Nifty Midcap 150 Momentum 50 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Tata Nifty Midcap 150 Momentum 50 Index Fund Growth is ₹825 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Tata Nifty Midcap 150 Momentum 50 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500