Tata Nifty Midcap 150 Index IDCW-P
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation21.0%
Sharpe Ratio-0.01
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Multi Commodity Exchange of India LtdFinancial Services2.08%
The Federal Bank LtdFinancial Services1.94%
Laurus Labs LtdServices1.91%
One97 Communications LtdTechnology1.78%
Hero MotoCorp LtdConsumers1.68%
Indian Hotels Co LtdConsumers1.58%
Coforge LtdTechnology1.50%
Bharat Heavy Electricals LtdCapital Goods1.50%
IndusInd Bank LtdFinancial Services1.47%
I) RepoUtilities1.46%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.05%
Regulatory & Tax Information
INF277KA1DY2
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)