Tata Nifty Midcap 150 Index Fund - Growth - Regular Plan

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  • Net Change on 13-02-2026

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to provide returns, before expenses, that commensurate with the performance of Nifty Midcap 150 Index (TRI), subject to tracking error.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Nifty Midcap 150 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth Apr 28, 2020 16.37 22.15 16.60 1.15 4,236.59
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 16.11 23.19 20.02 1.01 3,004.72
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 11.66 16.06 13.20 0.88 2,831.91
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Oct 16, 2020 5.51 19.51 18.02 0.97 2,577.71
Axis Nifty 100 Index Fund - Regular Plan - Growth Option Oct 18, 2019 11.16 14.22 11.44 0.92 1,974.04

Fund Holdings as on 31-January-2026

  • BSE LTD.

  • HERO MOTOCORP LTD.

  • FEDERAL BANK LTD.

  • PERSISTENT SYSTEMS LTD.

  • INDUSIND BANK LTD.

  • SUZLON ENERGY LTD.

  • INDUS TOWERS LTD.

  • PB FINTECH LTD.

  • ASHOK LEYLAND LTD.

  • CUMMINS INDIA LTD.

  • AU SMALL FINANCE BANK LTD.

  • COFORGE LTD.

  • IDFC FIRST BANK LTD.

  • LUPIN LTD.

  • HDFC ASSET MANAGEMENT COMPANY LTD.

  • ONE 97 COMMUNICATIONS LTD.

  • FORTIS HEALTHCARE LTD.

  • DIXON TECHNOLOGIES (INDIA) LTD.

  • MAX FINANCIAL SERVICES LTD.

  • SWIGGY LTD.

  • MUTHOOT FINANCE LTD.

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • SRF LTD.

  • GE VERNOVA T&D INDIA LTD.

  • UPL LTD.

  • MARICO LTD.

  • BHARAT FORGE LTD.

  • YES BANK LTD.

  • APL APOLLO TUBES LTD.

  • POLYCAB INDIA LTD.

  • SUNDARAM FINANCE LTD.

  • UNION BANK OF INDIA

  • NATIONAL ALUMINIUM CO. LTD.

  • AUROBINDO PHARMA LTD.

  • BHARAT HEAVY ELECTRICALS LTD.

  • GMR AIRPORTS LTD

  • ALKEM LABORATORIES LTD.

  • FSN E COMMERCE VENTURES LTD

  • INDIAN BANK

  • MPHASIS LTD.

  • THE PHOENIX MILLS LTD.

  • VODAFONE IDEA LTD.

  • GLENMARK PHARMACEUTICALS LTD.

  • VOLTAS LTD.

  • DABUR INDIA LTD.

  • 360 ONE WAM LTD.

  • NMDC LTD.

  • COLGATE-PALMOLIVE INDIA LTD.

  • OIL INDIA LTD.

  • COROMANDEL INTERNATIONAL LTD.

  • VISHAL MEGA MART LTD

  • MRF LTD.

  • WAAREE ENERGIES LTD

  • TORRENT POWER LTD.

  • JINDAL STAINLESS LTD.

  • ADITYA BIRLA CAPITAL LTD.

  • PI INDUSTRIES LTD.

  • ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD.

  • TUBE INVESTMENTS OF INDIA LIMITED.

  • MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD.

  • KEI INDUSTRIES LTD.

  • NHPC LTD.

  • PRESTIGE ESTATES PROJECTS LTD.

  • MANKIND PHARMA LTD

  • HITACHI ENERGY INDIA LTD.

  • BLUE STAR LTD.

  • GODREJ PROPERTIES LTD.

  • L&T FINANCE LTD.

  • J K CEMENT LTD.

  • SUPREME INDUSTRIES LTD.

  • SBI CARDS AND PAYMENT SERVICES LTD.

  • SONA BLW PRECISION FORGINGS LTD.

  • BIOCON LTD.

  • STEEL AUTHORITY INDIA LTD.

  • PETRONET LNG LTD.

  • UNO MINDA LTD.

  • PAGE INDUSTRIES LTD.

  • IPCA LABORATORIES LTD.

  • BANK OF INDIA

  • RAIL VIKAS NIGAM LTD

  • JUBILANT FOODWORKS LTD.

  • INDIAN RAILWAY CATERING AND TOURISM CORPORATION LTD.

  • ORACLE FINANCIALS SERVICES SOFT LTD.

  • BALKRISHNA INDUSTRIES LTD.

  • TATA COMMUNICATIONS LTD.

  • TATA ELXSI LTD.

  • ASTRAL LTD. (ERSTWHILE ASTRAL POLY TECHNIK LTD.)

  • OBEROI REALTY LTD.

  • CONTAINER CORPORATION OF INDIA LTD.

  • KPIT TECHNOLOGIES LTD.

  • PATANJALI FOODS LTD.

  • ITC HOTELS LTD.

  • DALMIA BHARAT LTD.

  • APOLLO TYRES LTD.

  • LIC HOUSING FINANCE LTD.

  • NIPPON LIFE INDIA ASSET MANAGEMENT LTD.

  • AIA ENGINEERING LTD.

  • EXIDE INDUSTRIES LTD.

  • ADANI TOTAL GAS LTD.

  • SCHAEFFLER (I) LTD.

  • ABBOTT INDIA LTD.

  • LLOYDS METALS & ENERGY LTD.

  • BHARAT DYNAMICS LTD.

  • COCHIN SHIPYARD LTD.

  • KALYAN JEWELLERS INDIA LTD

  • APAR INDUSTRIES LTD.

  • BANK OF MAHARASHTRA

  • BERGER PAINTS INDIA LTD.

  • GUJARAT FLUOROCHEMICALS LTD.

  • LINDE INDIA LTD.

  • INDRAPRASTHA GAS LTD.

  • AJANTA PHARMA LTD.

  • GENERAL INSURANCE CORPORATION OF INDIA

  • MOTILAL OSWAL FINANCIAL SERVICE LTD.

  • BHARTI HEXACOM LTD

  • CRISIL

  • DEEPAK NITRITE LTD.

  • ESCORTS KUBOTA LTD.

  • THERMAX LTD.

  • P & G HYGIENE & HEALTH CARE LTD.

  • TATA TECHNOLOGIES LTD

  • UNITED BREWERIES LTD.

  • INDIAN RENEWABLE ENERGY DEVELOPMENT AGENCY LTD.

  • HEXAWARE TECHNOLOGIES LTD.

  • L&T TECHNOLOGY SERVICES LTD.

  • K.P.R. MILL LTD.

  • ACC LTD.

  • AWL AGRI BUSINESS LTD.

  • GLAXOSMITHKLINE PHARMACEUTICALS LTD.

  • 3M INDIA LTD.

  • HOUSING & URBAN DEVELOPMENT CORPORATION LTD.

  • SYNGENE INTERNATIONAL LTD.

  • GLOBAL HEALTH LTD.

  • ENDURANCE TECHNOLOGIES LTD.

  • NLC INDIA LTD.

  • JSW INFRASTRUCTURE LTD

  • PREMIER ENERGIES LTD

  • GODFREY PHILLIPS INDIA LTD.

  • IRB INFRASTRUCTURE DEVELOPERS LTD.

  • TATA INVESTMENT CORPORATION LTD.

  • NTPC GREEN ENERGY LTD.

  • HONEYWELL AUTOMATION INDIA LTD.

  • GUJARAT GAS LTD.

  • IDBI BANK LTD.

  • INDIAN OVERSEAS BANK

  • SJVN LTD.

  • FERTILIZERS AND CHEMICALS TRAVANCORE LTD

  • GODREJ INDUSTRIES LTD

  • THE NEW INDIA ASSURANCE COMPANY LTD.

  • UCO BANK

  • A) REPO

  • NET CURRENT LIABILITIES

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Finance - NBFC

  • Electric Equipment

  • Finance - Others

  • Telecommunication - Service Provider

  • Bank - Public

  • Fintech

  • Construction - Real Estate

  • Steel & Iron Products

  • Auto Ancillary

  • e-Commerce

  • Power Generation/Distribution

  • Automobile Two & Three Wheelers

  • Chemicals

  • Household & Personal Products

  • Finance - Asset Management

  • Edible Oil

  • Pesticides & Agrochemicals

  • Cable

  • Tyres & Allied

  • Automobiles-Trucks/Lcv

  • Diesel Engines

  • Air Conditioners

  • Hospital & Healthcare Services

  • Consumer Durables - Electronics

  • Cement & Construction Materials

  • Engineering - Industrial Equipments

  • Refineries

  • Plastic Products

  • Insurance

  • Finance - Stock Broking

  • Forgings

  • Gas Transmission/Marketing

  • Aluminium & Aluminium Products

  • Industrial Gases & Fuels

  • Airport Management Services

  • Fertilizers

  • Textile

  • Mining & Minerals

  • Oil Exploration

  • Engineering - Construction

  • Retailing

  • Finance - Housing

  • Consumer Food

  • Travel Services

  • Logistics

  • Hotel, Resort & Restaurants

  • Castings/Forgings

  • Batteries

  • Bearings

  • Steel/Sponge Iron/Pig Iron

  • Ship Building

  • Defence

  • Diamond & Jewellery

  • Paints

  • Ratings

  • Automobiles-Tractors

  • Breweries & Distilleries

  • Diversified

  • Business Support

  • Port

  • Trading

  • Cigarettes/Tobacco

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

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About Tata Nifty Midcap 150 Index Fund

Scheme Analysis

Tata Nifty Midcap 150 Index Fund is a Index Funds - Other fund and belongs to Tata Mutual Fund. It was launched on 19-Jun-2025 and currently has an AUM of ₹212.56 crore. Tata Nifty Midcap 150 Index Fund is benchmarked against Nifty Midcap 150 - TRI as primary index.

The NAV of Tata Nifty Midcap 150 Index Fund ended down ₹-0.17(-1.65%)yesterday to ₹10.3361.

Among its top 3 holdings the fund has exposure to BSE LTD., and

The Tata Nifty Midcap 150 Index Fund is managed by Rakesh Prajapati and Nitin Sharma.

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

022 6282 7777
service@tataamc.com
+91 (22) 22613782