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Tata Nifty Midcap 150 Momentum 50 Index Fund

Tata Mutual Fund Index fund Passive As of 2026-05-31
Holdings
51
Well diversified
Top 10 weight
43%
Concentration
Strategy
Index
Passive exposure
Equity
100%
Asset allocation

Portfolio

26Sectors 2Large positions 14.2%Top: Banks 0.1%Cash

Market-cap allocation

Large cap18%
Mid cap81%
Small cap1%

Asset allocation

Equity100%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 100% equity.
  • Passive index strategy; portfolio differences should primarily reflect index tracking and cash management.
  • Largest equity sector is Banks at 14.2% of the portfolio.

Watchpoints

  • No threshold-based concentration or allocation warning was triggered by the available portfolio data.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Similar index portfolios by equity allocation and concentration.

SBI Nifty Midcap 150 Momentum 50 ETF52 holdings · 43% top 10
HDFC NIFTY 100 Index Fund105 holdings · 43% top 10
Hdfc NIFTY 100 ETF105 holdings · 43% top 10
ICICI Prudential Nifty 100 ETF105 holdings · 43% top 10
BANDHAN NIFTY 100 INDEX FUND106 holdings · 43% top 10
Axis Nifty 100 Index Fund106 holdings · 43% top 10

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks14.2%
Finance13.0%
Capital Markets10.8%
Industrial Products8.5%
Electrical Equipment6.3%
Pharmaceuticals & Biotechnology4.8%
Automobiles4.2%
Telecom - Services3.8%
IT - Software3.3%
Financial Technology (Fintech)3.0%
Healthcare Services3.0%
Fertilizers & Agrochemicals3.0%
Insurance2.9%
Agricultural, Commercial & Construction Vehicles2.8%
Other 12 sectors16.5%