Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.90
• Std Deviation 17.71%
• Tracking Error 0.00%

The investment objective of the scheme is to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error

The Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth has an AUM of 1022.52 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.05%. The minimum investment in Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include BSE, Hero Motocorp, Muthoot Finance & AU Small Finance Bank.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Investment Services & Chemical Manufacturing.

Some of the similar funds are Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth, Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth, Nippon India Index BSE Fund Sensex Plan - Growth, Kotak Nifty 50 Index Fund Regular Growth, Nippon India Nifty 500 Momentum 50 Index Fund Regular Growth. Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth has a sharpe ratio of 0.90 & a standard deviation of 17.71%.