Compare UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund vs Tata Nifty Midcap 150 Momentum 50 Index Fund
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund
Tata Nifty Midcap 150 Momentum 50 Index Fund
Risk
Very High
Very High
Rating
-
2.0
Min SIP Amount
₹500
₹150
Expense Ratio
1.31
1.35
NAV
₹11.67
₹18.11
Fund Started
28 Jan 2025
04 Oct 2022
Fund Size
₹133.75 Cr
₹1274.02 Cr
Exit Load
-
Exit load of 0.50%, if redeemed within 30 days.
1 Year
3.12%
1.65%
3 Year
-
13.67%
5 Year
-
-
Equity
100.05%
100.05%
Cash
-0.05%
-0.05%
Top 10 Holdings
Laurus Labs Ltd. | 4.36% |
The Federal Bank Ltd. | 4.35% |
BSE Ltd. | 4.16% |
Multi Commodity Exchange Of India Ltd. | 3.69% |
Bharat Forge Ltd. | 2.89% |
Polycab India Ltd. | 2.74% |
GE Vernova T&D India Ltd | 2.55% |
Hitachi Energy India Ltd. | 2.55% |
Dixon Technologies (India) Ltd. | 2.30% |
Aurobindo Pharma Ltd. | 2.27% |
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 provide returns that, before expenses, corresponds to the total return of the securities as represented by the underlying index, subject to tracking error.
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
28 Jan 2025
04 Oct 2022
