Tata Nifty Midcap 150 Momentum 50 Index Fund
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1–7 yearsInvestment Horizon
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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 Deviation22.5%
Sharpe Ratio-0.15
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Max Healthcare Institute Ltd Ordinary SharesServices5.03%
BSE LtdFinancial Services4.85%
Max Financial Services LtdFinancial Services4.71%
Suzlon Energy LtdCapital Goods4.51%
Solar Industries India LtdCapital Goods4.43%
Coforge LtdTechnology3.93%
Persistent Systems LtdTechnology3.50%
SRF LtdCapital Goods3.40%
Coromandel International LtdCapital Goods3.02%
HDFC Asset Management Co LtdFinancial Services2.71%
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%
Exit Load0.25
Regulatory & Tax Information
INF277KA1646
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)