myplexus

NFO Monitor

Fund Fact

Name of Funds:

Tata Nifty Midcap 150 Momentum 50 Index Fund

Opening:

4th October 2022

Closing:

17th October 2022

Minimum Investment:

Rs. 5000 and in multiples of Re. 1 thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

0.25% of NAV if redeemed within 90 days

Fund Stats

Objective:

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

Benchmark:

NIFTY MIDCAP 150

Fund Manager:

Sailesh Jain

Asset Allocation

95-100% Securities covered by NIFTY Midcap 150 Momentum 50 Index upto 5% Money Market

Comparable existing schemes

Aditya Birla Sun Life Nifty Midcap 150 Index Fund	2.36(6M)	3.77(1Y)
ICICI Prudential Nifty Midcap 150 Index Fund	2.34(6M)	4.79(1Y)

Fund Prognosis

Idea Distiller

Let’s not be cruel to the fund house. They wated aggression enveloped in an index wrapped in an easy to do manner. Well the index chosen for it is exactly right. And the fund just what the doctor ordered.

Fund House AAUM:
Rs. 8839219.10 Lakh (as on 30th June 2022)
Fund Manager:
Experience of above 18 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Can you believe the aggression in a midcap and dovetailing into the momentum 50 top scrips to give the zing to your portfolio. I can just see the fund zoom to the top of the list of performers in the Tata MF stable, or fall farthest when the chips are down.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity of ARN: 14th May 2025 to 23rd May 2028