Compare Tata Nifty Midcap 150 Momentum 50 Index Fund vs Quant Mid Cap Fund
Risk
Very High
Very High
Rating
2.0
2.0
Min SIP Amount
₹150
₹1000
Expense Ratio
1.04
2.8
NAV
₹18.32
₹246.09
Fund Started
04 Oct 2022
12 Feb 2001
Fund Size
₹1123.21 Cr
₹7904.71 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load of 0.50% if redeemed within 3 months.
1 Year
-1.21%
-1.15%
3 Year
19.64%
16.65%
5 Year
-
16.40%
Equity
100.11%
93.86%
Cash
-0.11%
2.12%
Top 10 Holdings
BSE Ltd. | 6.89% |
Cummins India Ltd. | 4.80% |
AU Small Finance Bank Ltd. | 4.68% |
Hero Motocorp Ltd. | 4.53% |
The Federal Bank Ltd. | 4.52% |
Muthoot Finance Ltd. | 4.37% |
GE Vernova T&D India Ltd | 3.43% |
L&T Finance Ltd. | 3.28% |
Ashok Leyland Ltd. | 3.07% |
Fortis Healthcare Ltd. | 3.06% |
Aurobindo Pharma Ltd. | 9.52% |
Tata Communications Ltd. | 8.35% |
Lloyds Metals & Energy Ltd. | 8.19% |
Premier Energies Ltd. | 7.69% |
IRB Infrastructure Developers Ltd. | 6.80% |
PB Fintech Ltd. | 5.57% |
Anthem Biosciences Ltd. | 4.88% |
ICICI Bank Ltd. | 4.18% |
Bharat Heavy Electricals Ltd. | 4.16% |
Linde India Ltd. | 3.98% |
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 aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies.
Launch Date
04 Oct 2022
12 Feb 2001
