Tata Nifty Midcap 150 Momentum 50 Index Fund(G) Mutual fund

Tata Nifty Midcap 150 Momentum 50 Index Fund(G)

Q: How to Invest in Tata Nifty Midcap 150 Momentum 50 Index Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Tata Nifty Midcap 150 Momentum 50 Index Fund good?

The Tata Nifty Midcap 150 Momentum 50 Index Fund has an AUM of ₹632.70 Cr as on 12/4/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.08%. The risk is Very High against the category average of 60.47.

Q: Is Tata Nifty Midcap 150 Momentum 50 Index Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Tata Nifty Midcap 150 Momentum 50 Index Fund?

There is no lock-in period applicable on Tata Nifty Midcap 150 Momentum 50 Index Fund.

Q: What is the expense ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund?

The expense ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund is 1.05%.

Equity

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Equity Index Fund

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Fund Details

Current NAV

₹19.48

Expense Ratio

1.05%

Min SIP

₹150

Fund Size

₹633Cr

Min Investment

₹5.00K

Lock In

Scheme Information Document

Exit load: 0.25% of NAV if redeemed on or before 90 Days from the date of allotment. Nil - If redeemed on or after 90 Days from the date of allotment.

Fund Performance

Alpha

17.57%

Beta

0.88

Sharpe Ratio

1.6069

Risk

15.04%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Tata Nifty Midcap 150 Momentum 50 Index Fund(G) FAQs

Q1. How to Invest in Tata Nifty Midcap 150 Momentum 50 Index Fund through Rupeezy?

Q2. Is Tata Nifty Midcap 150 Momentum 50 Index Fund good?

Q3. Is Tata Nifty Midcap 150 Momentum 50 Index Fund tax free?

Q4. What is the lock-in period of Tata Nifty Midcap 150 Momentum 50 Index Fund?

Q5. What is the expense ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund?

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