Compare Tata Nifty Midcap 150 Momentum 50 Index Fund vs Invesco India Mid Cap Fund
Risk | Very High | Very High |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹150 | ₹500 |
Expense Ratio | 1.05 | 1.72 |
NAV | ₹17.61 | ₹181.73 |
Fund Started | 04 Oct 2022 | 15 Feb 2007 |
Fund Size | ₹1060.42 Cr | ₹10006.30 Cr |
Exit Load | Exit load of 0.50%, if redeemed within 30 days. | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. |
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹150
₹500
Expense Ratio
1.05
1.72
NAV
₹17.61
₹181.73
Fund Started
04 Oct 2022
15 Feb 2007
Fund Size
₹1060.42 Cr
₹10006.30 Cr
Exit Load
Exit load of 0.50%, if redeemed within 30 days.
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
1 Year | -10.54% | 3.21% |
3 Year | 21.47% | 26.27% |
5 Year | - | 24.35% |
1 Year
-10.54%
3.21%
3 Year
21.47%
26.27%
5 Year
-
24.35%
Equity | 100.05% | 98.01% |
Cash | -0.05% | 2.02% |
Equity
100.05%
98.01%
Cash
-0.05%
2.02%
Top 10 Holdings |
|
|
Top 10 Holdings
BSE Ltd. | 5.12% |
Max Financial Services Ltd. | 4.90% |
Max Healthcare Institute Ltd. | 4.61% |
Coforge Ltd. | 3.92% |
Persistent Systems Ltd. | 3.71% |
Suzlon Energy Ltd. | 3.62% |
One97 Communications Ltd. | 3.55% |
Solar Industries India Ltd. | 3.36% |
SRF Ltd. | 3.09% |
Coromandel International Ltd. | 2.89% |
The Federal Bank Ltd. | 5.75% |
AU Small Finance Bank Ltd. | 5.67% |
L&T Finance Ltd. | 5.26% |
Swiggy Ltd. | 5.14% |
BSE Ltd. | 4.41% |
Max Financial Services Ltd. | 4.12% |
Prestige Estates Projects Ltd. | 4.11% |
Glenmark Pharmaceuticals Ltd. | 3.63% |
Global Health Ltd. | 3.41% |
Trent Ltd. | 3.04% |
Name | Sailesh Jain | Amit Ganatra |
Start Date | 05 May 2025 | 03 Oct 2025 |
Name
Sailesh Jain
Amit Ganatra
Start Date
05 May 2025
03 Oct 2025
Description | The scheme is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error. | The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies |
Launch Date | 04 Oct 2022 | 15 Feb 2007 |
Description
The scheme is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.
The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies
Launch Date
04 Oct 2022
15 Feb 2007