The TATA Multicap Momentum Quality Index Fund, launching on 17th December, invests in the top 50 stocks from the Nifty500 Index across large, mid, and small-cap categories. Focused on momentum and quality, the fund promotes high-return, low-volatility stocks. Rebalanced semi-annually and transparently managed, it’s an ideal choice for diversified, growth-oriented investments.
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Plans starting from₹1000/month
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Investment Plans
Generate wealthEarn 1 Cr# in maturity with Zero LTCG tax¶
Double tax savings^On premiums (under 80C) and on maturity (under 10(10D))
What is the TATA Multicap Momentum Quality Index Fund?
The TATA Multicap Momentum Quality Index Fund is an innovative New Fund Offering (NFO) by TATA AIA, launching on 17th December. This fund is designed to provide investors with exposure to the top-performing 50 stocks selected from the NIFTY 500 Multicap Momentum Quality 50 Index. These stocks are chosen based on their strong performance over the last 6-month and 12-month periods, combined with low volatility and high-quality metrics like Return on Equity (RoE), debt-to-equity ratio, and earnings consistency. The fund’s multi-cap strategy offers a diversified portfolio that includes the best performers in each segment. The fund follows a unique approach by promoting winners and demoting losers, focusing on stocks with high returns and financial stability while eliminating underperformers.
Highlights of TATA Multicap Momentum Quality Index Fund
Particulars
Details
Benchmark Index
NIFTY 500 Multicap Momentum Quality 50 Index
Benchmark Index Returns
10-Year Returns: 22.9% p.a.
Risk Profile
High
NFO Launch Date
17th December 2024
NFO Duration
17th to 23rd December 2024
Current NAV
₹10
Minimum Investment
₹2,000 per month
Reasons Why You Should Consider Investing in TATA Multicap Momentum Quality Index Fund
Here are reasons to invest in the TATA Multicap Momentum Quality Index:
Exceptional Historical Returns:
With a 10-year return of 22.9%, this particular fund available in TATA AIA plans has consistently outperformed, showcasing its potential to generate long-term wealth.
Diversified Portfolio:
The fund’s multicap structure allows for investments across large-cap, mid-cap, and small-cap companies, ensuring a well-balanced and diversified portfolio.
Comprehensive PT-PPT Combinations:
Choose from various Premium Term and Premium Payment Term options customised to fit your financial plan and goals.
Market Momentum Strategy:
By focusing on momentum and quality factors, the fund aims to identify high-performing stocks with potential for sustainable growth.
Tax Efficiency:
Maximise your tax savings with the fund’s alignment to investment instruments offering benefits under applicable sections of the Income Tax Act.
Ease of Investment:
Invest online with convenience, avoiding cumbersome paperwork or in-person visits to banks or agents.
Expertly Managed:
The fund is managed by experienced professionals leveraging market insights and advanced strategies to optimise returns.
Stability with Growth:
The momentum-quality index ensures a combination of stable, high-quality stocks while riding market trends for capital appreciation.
What is the NIFTY 500 Multicap Momentum Quality 50 Index?
The Nifty500 Multicap Momentum Quality 50 Index is designed to track the performance of a select group of 50 stocks from across large-cap, mid-cap, and small-cap segments. These stocks are chosen based on their momentum and quality factors. Momentum is determined by analyzing a stock's 6-month and 12-month price returns, adjusted for volatility. Quality, on the other hand, is assessed by evaluating factors like Return on Equity (RoE), debt-to-equity ratio, and Earnings Per Share (EPS) growth variability over the past 5 years. The weight assigned to each stock in the index is a function of its combined momentum-quality score and its free-float market capitalization, with a cap of 5% at the time of rebalancing.
NIFTY 500 Multicap Momentum Quality 50 Index With Other Indices
Index Name
5 Year Returns
10 Year Returns
NIFTY Midcap Momentum Quality
30.3%
22.9%
NIFTY 50
16.4%
12.4%
NIFTY 100
16.9%
12.8%
NIFTY Midcap 150
28.4%
18.8%
NIFTY Smallcap 250
31.2%
16.8%
NIFTY 500
19.7%
14.0%
[Source: nseindia.com] Data updated as of December 16, 2024.
Sector Representation of NIFTY 500 Multicap Momentum Quality 50 Index
Top Sectors
Weightage of Invested Assets
Capital Goods
25.88%
Financial Services
12.15%
Automobile and Auto Components
10.54%
Oil, Gas & Consumable Fuels
7.95%
Healthcare
6.18%
Fast Moving Consumer Goods
5.84%
Consumer Durables
5.38%
Chemicals
3.81%
Information Technology
2.91%
Metals & Mining
2.53%
Construction
2.01%
Consumer Services
0.29%
Services
0.14%
[Source: nseindia.com] Data updated as of December 16, 2024.
Companies of NIFTY 500 Multicap Momentum Quality 50 Index
[Source: nseindia.com] Data updated as of December 16, 2024.
How To Buy TATA Multicap Momentum Quality Index Fund From Policybazaar?
To buy the TATA Multicap Momentum Quality Index Fund from Policybazaar, follow these steps:
Step 1: Fill in your name and contact number in the form on this page to get started.
Note: Your details are kept confidential and will only be used to customize your benefits.
Step 2: You can also visit the plans just by clicking view plans below
Step 3: Once logged in, you'll be prompted to fill in your city, age, and annual income in the provided form. This information will be used to check the personalised benefits of the plans.
Step 4: After providing your personal information, you'll be presented with TATA AIA Investment Plans on a blue and red card. Select the TATA Multicap Momentum Quality Index Fund option that best suits your needs from the following options:
TATA AIA Smart SIP
TATA AIA Smart Fortune Plus
TATA AIA SSR Flexi
TATA AIA SSR Param Rakshak
Step 5: In the TATA Multicap Momentum Quality Index Fund, click the "Get Details" tab for more information.
You can also get FREE expert consultation; just click on the talk to an expert button.
Step 6: Review the details of the plan carefully. Once satisfied, click on the "Proceed" button and follow the prompts on the screen to move forward with the purchase.
Step 7: You will be prompted to enter essential details and specify the amount you want to invest. Select the preferred mode of payment for your investment.
Step 8: Provide your required KYC (Know Your Customer) details. This step is essential for regulatory compliance.
Step 9: Complete the payment process. Upon successful payment, you will receive confirmation of your purchase.
What are the Benefits of Purchasing the TATA Multicap Momentum Quality Index Fund From Policybazaar?
Investing via Policybazaar provides various advantages, including:
Ease of Access: Invest digitally in the TATA Multicap Momentum Quality Index Fund without the hassle of visiting banks or agents.
Plan Comparison: Evaluate various investment options, including the latest funds, to make well-informed choices and secure competitive deals.
Professional Support: Benefit from expert advice to choose the NFO plan that aligns with your financial goals and requirements.
Tax Savings: Enjoy tax benefits under Section 80C and Section 10(10D) of the Income Tax Act by investing through Policybazaar.
FAQs
What are the tax benefits under the TATA Multicap Momentum Quality Index Fund?
You can avail of the following tax benefits of investing in the TATA Multicap Momentum Quality Index Fund:
Section 80C: You can claim tax benefits under Section 80C of the Income Tax Act, 1961. It allows a deduction of up to ₹1.5 lakhs from taxable income for the invested amount in TATA AIA.
Section 10(10D): You can utilize Section 10(10D) benefits for your investments in ICICI Pru New Fund Offering (NFO). This benefit is applicable if the annual premium paid is below ₹ 2.5 lakh.
What is the investment objective of the TATA Multicap Momentum Quality Index Fund?
The TATA Multicap Momentum Quality Index Fund aims to replicate the Nifty500 Multicap Momentum Quality 50 Index, offering long-term capital growth by investing in 50 high-momentum, high-quality stocks across large, mid, and small-cap categories.
What is the minimum investment amount required to invest in TATA Multicap Momentum Quality Index Fund?
The minimum investment amount is ₹ 2,000 per month. However, this may vary depending on the investment plan you choose.
How are stocks selected for the Multicap Momentum Quality Index?
Stocks for the Multicap Momentum Quality Index are selected based on momentum (6-month and 12-month price performance) and quality (metrics like ROE, debt-to-equity ratio, and EPS growth). The top 50 stocks are chosen from large, mid, and small-cap categories, focusing on high returns and low volatility.
What is the NIFTY 500 Multicap Momentum Quality 50 index performance history?
Index Returns (%)
QTD
YTD
1 year
5 years
Since Inception
Price Returns
-5.23
23.32
35.80
27.95
21.52
Total Returns
-5.10
24.73
37.36
29.32
23.06
# QTD, YTD and 1-year returns are absolute returns. Returns for greater than one year are CAGR returns
Who should invest in the TATA Multicap Momentum Quality Index Fund?
The TATA Multicap Momentum Quality Index Fund is ideal for investors seeking diversified equity exposure across large, mid, and small-cap stocks, aiming for long-term capital growth. It suits those who prefer a data-driven approach, focusing on high-momentum, high-quality stocks with low volatility and are comfortable with periodic portfolio rebalancing.
†Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. The sorting is based on past 10 years’ fund performance (Fund Data Source: Value Research). For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in *Past 10 Year annualised returns as on 01-01-2025 *All savings plans are provided by the insurer as per the IRDAI approved insurance plan.
Tax benefit is subject to changes in tax laws. Standard T&C Apply
^The tax benefits under Section 80C allow a deduction of up to ₹1.5 lakhs from the taxable income per year and 10(10D) tax benefits are for investments made up to ₹2.5 Lakhs/ year for policies bought after 1 Feb 2021. Tax benefits and savings are subject to changes in tax laws.
¶Long-term capital gains (LTCG) tax (12.5%) is exempted on annual premiums up to 2.5 lacs. **Returns are based on past 10 years' fund performance data (Fund Data Source: Value Research).
Generate wealthEarn 1 Cr# in maturity with Zero LTCG tax¶
Double tax savings^On premiums (under 80C) and on maturity (under 10(10D))
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