Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Side by side
record, cost, returns, drawdown, size
| Measure | Tata Nifty Midcap 150 Momentum 50 Index |
|---|---|
| Category | Index Funds |
| Share of three-year stretches it beat its category P4 | 100% of 12 |
| Regular plan costs more than Direct by, a year P5 | 0.81% |
| Portfolio turned over a year P1 | 131% |
| Run by P7 | Rakesh Indrajeet Prajapati · ≥ 1.5 yrs |
| 1-year return | 2.7% |
| 3 years p.a. | 14.6% |
| 5 years p.a. | — |
| Deepest fall (max drawdown) | −25.9% |
| Assets (AUM) | ₹1,195 Cr |
| Disclosed history | 3.9 yrs |
| Holdings · top ten weight | 52 · 44% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.