Tata NIFTY Midcap 150 Momentum 50 Index Fund - IDCW Reinvestment - Direct Plan

Q: How to check the XIRR of Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Reinvestment - Direct Plan?

You can track the exact XIRR and portfolio overlapping of Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Reinvestment - Direct Plan alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Reinvestment - Direct Plan?

Use the MutualSaathi Portfolio Analyzer to compare Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Reinvestment - Direct Plan with other funds, PMS, and AIFs to detect hidden stock overlaps.

TATA Mutual Fund

Expense Ratio: 0.44

Risk: Very High

Other Scheme - Index Funds

Plan: Direct

Benchmark: NIFTY Midcap 150 Momentum 50 TRI

Inception: 04-10-2022

Exit Load: Nil

Fund Size:₹1,059.23 Cr

Performance

Fund-0.24%

Cat. Avg.2.26%

Fund-2.68%

Cat. Avg.3.16%

Fund18.61%

Cat. Avg.11.16%

FundN/A

Cat. Avg.11.31%

10Y

FundN/A

Cat. Avg.11.84%

Fund17.20%

Cat. Avg.7.39%

Fund Facts

Beta

0.85

Std Dev

18.02%

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	BSE LTD	Equity	Listed	Mid Cap	Capital Markets	54.97	5.70%
2	HERO MOTOCORP LTD	Equity	Listed	Large Cap	Automobiles	48.74	5.06%
3	CUMMINS INDIA LTD	Equity	Listed	Large Cap	Industrial Products	44.43	4.61%
4	FEDERAL BANK LTD	Equity	Listed	Mid Cap	Banks	44.23	4.59%
5	MUTHOOT FINANCE LTD	Equity	Listed	Large Cap	Finance	43.66	4.53%
6	AU SMALL FINANCE BANK LTD	Equity	Listed	Mid Cap	Banks	42.09	4.37%
7	ASHOK LEYLAND LTD	Equity	Listed	Mid Cap	Agricultural, Commercial & Construction Vehicles	31.58	3.28%
8	L&T FINANCE LTD	Equity	Listed	Mid Cap	Finance	30.47	3.16%
9	GE VERNOVA T&D INDIA LTD	Equity	Listed	Mid Cap	Electrical Equipment	30.28	3.14%
10	MAX FINANCIAL SERVICES LTD	Equity	Listed	Mid Cap	Insurance	28.97	3.01%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	61456	+2.4%	+5.1%
2Y	07 Aug, 24	1.20 L.	1.23 L.	+2.6%	+2.6%
3Y	07 Aug, 23	1.80 L.	1.99 L.	+10.3%	+6.7%
SI	07 Nov, 22	2.25 L.	2.81 L.	+25.1%	+12.3%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	99755	-0.2%	-0.2%
2Y	16 Jul, 24	1 L.	94709	-5.3%	-2.7%
3Y	17 Jul, 23	1 L.	1.66 L.	+66.5%	+18.5%
SI	31 Oct, 22	1 L.	1.80 L.	+80.2%	+17.2%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.