Advertisement

Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Reinvestment Inc Dist cum Cap Wdrl INF277KA1653

Morningstar’s Analysis

There is no growth data available.

Returns



Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 100.10 0.00 100.10 99.83
Fixed Income 0.00 0.00 0.00 0.00
Preferred 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.00
Cash -0.10 0.10 0.00 0.18
Other 0.00 0.00 0.00 0.04

Stock Style

People

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
50 0
Bond Holding
0 0
Other Holding
0 1
Total Holding
50 1
Equity Holdings
50
Bond Holdings
0
Other Holdings
0
Total Holdings
50
% Assets in Top 10 Holdings
40
Reported Turnover %
238.58
As of 03 / 31 / 24
Women Directors %
17
Women Executives %
4
Holdings
% Portfolio Weight
First Bought
Market Value as of Jun 30, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
5.03 Dec 31, 2024 482,536,000
INR Indian Rupee
40.43 Healthcare
4.85 Jun 30, 2024 465,368,000
INR Indian Rupee
213.15 Financial Services
4.71 Jun 30, 2025 452,033,000
INR Indian Rupee
58.38 Financial Services
4.51 Jun 30, 2025 432,658,000
INR Indian Rupee
19.95 Industrials
4.43 Oct 31, 2022 424,605,000
INR Indian Rupee
35.22 Basic Materials
3.93 Dec 31, 2024 376,809,000
INR Indian Rupee
67.95 Technology
3.50 Dec 31, 2024 335,750,000
INR Indian Rupee
26.77 Technology
3.40 Jun 30, 2025 326,288,000
INR Indian Rupee
39.07 49.26 Industrials
3.02 Dec 31, 2024 289,544,000
INR Indian Rupee
37.43 Basic Materials
2.71 Dec 31, 2023 259,590,000
INR Indian Rupee
25.08 Financial Services
Holdings as of Jun 30, 2025 | The top 50 largest holdings are available for display across Equity, Bond and Other.


© Copyright 2025 Morningstar, Inc. All rights reserved.
Terms of Use    Privacy Policy
© Copyright 2025 Morningstar, Inc. All rights reserved. Please read our Terms of Use above. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
As of December 1st, 2023, the ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.
Top