Fund Facts
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Name of Fund:Tata Nifty Midcap 150 Momentum 50 Index Fund
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Opening:4th October 2022
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Closing:17th October 2022
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Scheme Type:Open Ended Equity Index Funds
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Minimum Investment:Rs. 5000 and in multiples of Re. 1 thereafter.
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Plan:Regular and Direct
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Options:Growth and IDCW
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Entry Load:Not Applicable
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Exit Road:0.25% of NAV if redeemed within 90 days
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Thereafter:Nil
Fund Stats
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
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
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
- UNIQNESS
- RETURN
- RISK
- OPERABILITY
OOMP 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.