Compare Tata Nifty Midcap 150 Momentum 50 Index Fund vs HSBC Midcap Fund
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹150
₹500
Expense Ratio
1.13
2.28
NAV
₹18.74
₹520.07
Fund Started
04 Oct 2022
25 Jun 2004
Fund Size
₹1179.14 Cr
₹14249.22 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
1 Year
-0.40%
16.73%
3 Year
19.87%
26.61%
5 Year
-
18.90%
Equity
100.09%
98.90%
Cash
-0.09%
1.12%
Top 10 Holdings
BSE Ltd. | 7.56% |
Cummins India Ltd. | 5.17% |
AU Small Finance Bank Ltd. | 4.38% |
The Federal Bank Ltd. | 4.38% |
Hero Motocorp Ltd. | 4.20% |
Muthoot Finance Ltd. | 4.11% |
GE Vernova T&D India Ltd | 3.81% |
L&T Finance Ltd. | 3.24% |
One97 Communications Ltd. | 3.00% |
Fortis Healthcare Ltd. | 2.97% |
GE Vernova T&D India Ltd | 4.66% |
FSN E-Commerce Ventures Ltd. | 4.51% |
BSE Ltd. | 4.34% |
PB Fintech Ltd. | 4.24% |
Lenskart Solutions Ltd. | 4.21% |
Bharat Heavy Electricals Ltd. | 3.76% |
The Federal Bank Ltd. | 3.65% |
Piramal Finance Ltd. | 3.51% |
Billionbrains Garage Ventures Ltd. | 3.23% |
Aditya Infotech Ltd. | 3.19% |
Name
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Start Date
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Description
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.
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.
Launch Date
04 Oct 2022
25 Jun 2004
