The new Nifty Midcap 150 Index Fund brought Tata, the chance to invest till June 16, know what is special?
Tata asset management Has announced the launch of Tata Nifty Midcap 150 Index Fund. This new passive fund will provide investors an opportunity to invest in mid -size Indian companies, which is likely to grow rapidly from the country’s GDP. The new fund offer is open for subscription on 2 June 2025 and will close on 16 June 2025. The Nifty Midcap 150 index includes companies from 20 sectors and 74 basic industries, providing investment opportunities in possible development sectors such as chemicals, oil, gas and consumable fuels, capital goods, automobiles and auto components, realty, financial services, information technology etc.
Midcap stocks gave more returns
Despite the decline in midcap shares during recent market fluctuations, their performance was better in the long term compared to large cap shares, which reflects investors in this segment. Nifty Midcap 150 TRI has given 1 year rolling return 21.89%, while Nifty 50 TRI has given 16.37%. In the 3 -year rolling period, Midcap has given 15.8% returns, which again performs better than large cap, which gave 12.38% returns during the same period.
Midcap’s 17 companies became large cap
The Nifty 100 is considered to be the universe for large cap and Nifty Midcap 150 for mid-cap. In the last five years, 17 companies in the midcap segment have been converted into large cap, which shows the goal of making assets of this segment. By tracking the Nifty Midcap 150 index through passive investment, investors avoid the risks in stock and benefit from a disciplined and cost-affect investment strategy. Prior to this, midcap has performed better than large cap and small cap in Systematic Investment Schemes (SIPs), giving alpha of about 4% and 2% CAGR respectively in the last 20 years.
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