Compare Franklin India Multi-Factor Fund vs Tata Nifty Midcap 150 Momentum 50 Index Fund
Franklin India Multi-Factor Fund
Tata Nifty Midcap 150 Momentum 50 Index Fund
Risk
Very High
Very High
Rating
-
2.0
Min SIP Amount
₹500
₹150
Expense Ratio
2.74
1.35
NAV
₹9.24
₹18.11
Fund Started
10 Nov 2025
04 Oct 2022
Fund Size
₹615.86 Cr
₹1274.02 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,0.50% will be charged for redemption within 1 year.
Exit load of 0.50%, if redeemed within 30 days.
1 Year
-
1.65%
3 Year
-
13.67%
5 Year
-
-
Equity
99.39%
100.05%
Cash
0.61%
-0.05%
Top 10 Holdings
HDFC Bank Ltd. | 5.89% |
ICICI Bank Ltd. | 4.99% |
Reliance Industries Ltd. | 4.30% |
Larsen & Toubro Ltd. | 3.51% |
Bharti Airtel Ltd. | 2.90% |
Axis Bank Ltd. | 2.52% |
State Bank of India | 2.51% |
Infosys Ltd. | 2.49% |
Titan Company Ltd. | 2.02% |
Eicher Motors Ltd. | 1.59% |
Laurus Labs Ltd. | 6.32% |
Multi Commodity Exchange Of India Ltd. | 5.75% |
The Federal Bank Ltd. | 4.81% |
Bharat Heavy Electricals Ltd. | 4.42% |
GE Vernova T&D India Ltd | 4.23% |
BSE Ltd. | 4.06% |
Bharat Forge Ltd. | 3.98% |
Hitachi Energy India Ltd. | 3.63% |
National Aluminium Company Ltd. | 3.35% |
Polycab India Ltd. | 3.32% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments based on multi-factor quantitative investment strategy.
The scheme is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.
Launch Date
10 Nov 2025
04 Oct 2022
