Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-Growth
Equity
Thematic-Factor-based
₹-0.32% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
Not Rated - Minimum Investment₹5000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹1275 Cr
- Created on4 Oct 2022
Fund Ranking
#4
/ 35 in Thematic-Factor-based
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month8.1%
- 1 Year3.0%
- 3 Year (CAGR)13.0%
- All Time (CAGR)15.8%
Category Return
- 6 Month7.8%
- 1 Year1.5%
- 3 Year (CAGR)10.2%
- All Time (CAGR)10.9%
Asset Allocation
- Equity100.0%
- Other-0.0%
Top 5 Holdings
Top 5 Sectors
- Ashok Leyland1.60%
- Aurobindo Pharma2.15%
- Linde India0.59%
- Bank of India0.47%
- Bharat Forge4.21%
Fund Information
- Expense Ratio1.35%
- Exit LoadExit load of 0.50%, if redeemed within 30 days.
- Lock-In PeriodNo Lock-In
Managed By
Nitin Bharat Sharma
July 2025 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.57 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 19.88 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 3.21 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 1.16