Tata Nifty Midcap 150 Index Fund - Growth - Regular Plan

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  • Net Change on 20-03-2026

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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.)
UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth Option Mar 10, 2021 0.88 16.38 14.41 0.90 8,711.89
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth Apr 28, 2020 24.08 23.17 16.24 1.15 4,055.83
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 6.45 21.19 17.50 1.00 3,134.77
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 1.35 14.17 11.54 0.94 2,897.80
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Oct 16, 2020 -1.90 17.98 15.41 0.97 2,752.94

Fund Holdings as on 28-February-2026

  • BSE LTD.

  • HERO MOTOCORP LTD.

  • FEDERAL BANK LTD.

  • CUMMINS INDIA LTD.

  • INDUSIND BANK LTD.

  • ASHOK LEYLAND LTD.

  • INDUS TOWERS LTD.

  • LUPIN LTD.

  • HDFC ASSET MANAGEMENT COMPANY LTD.

  • AU SMALL FINANCE BANK LTD.

  • SUZLON ENERGY LTD.

  • PERSISTENT SYSTEMS LTD.

  • BHARAT FORGE LTD.

  • PB FINTECH LTD.

  • FORTIS HEALTHCARE LTD.

  • IDFC FIRST BANK LTD.

  • MAX FINANCIAL SERVICES LTD.

  • GE VERNOVA T&D INDIA LTD.

  • POLYCAB INDIA LTD.

  • ONE 97 COMMUNICATIONS LTD.

  • DIXON TECHNOLOGIES (INDIA) LTD.

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • MARICO LTD.

  • APL APOLLO TUBES LTD.

  • SWIGGY LTD.

  • COFORGE LTD.

  • UNION BANK OF INDIA

  • SUNDARAM FINANCE LTD.

  • SRF LTD.

  • YES BANK LTD.

  • FSN E COMMERCE VENTURES LTD

  • MUTHOOT FINANCE LTD.

  • GMR AIRPORTS LTD

  • UPL LTD.

  • VOLTAS LTD.

  • INDIAN BANK

  • AUROBINDO PHARMA LTD.

  • BHARAT HEAVY ELECTRICALS LTD.

  • ALKEM LABORATORIES LTD.

  • HITACHI ENERGY INDIA LTD.

  • GLENMARK PHARMACEUTICALS LTD.

  • NATIONAL ALUMINIUM CO. LTD.

  • KEI INDUSTRIES LTD.

  • THE PHOENIX MILLS LTD.

  • DABUR INDIA LTD.

  • TORRENT POWER LTD.

  • COLGATE-PALMOLIVE INDIA LTD.

  • TUBE INVESTMENTS OF INDIA LIMITED.

  • VODAFONE IDEA LTD.

  • MRF LTD.

  • NMDC LTD.

  • 360 ONE WAM LTD.

  • BIOCON LTD.

  • ADITYA BIRLA CAPITAL LTD.

  • OIL INDIA LTD.

  • COROMANDEL INTERNATIONAL LTD.

  • MPHASIS LTD.

  • WAAREE ENERGIES LTD

  • GODREJ PROPERTIES LTD.

  • ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD.

  • SUPREME INDUSTRIES LTD.

  • MANKIND PHARMA LTD

  • PI INDUSTRIES LTD.

  • BLUE STAR LTD.

  • VISHAL MEGA MART LTD

  • JINDAL STAINLESS LTD.

  • MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD.

  • PETRONET LNG LTD.

  • SONA BLW PRECISION FORGINGS LTD.

  • STEEL AUTHORITY INDIA LTD.

  • NHPC LTD.

  • J K CEMENT LTD.

  • PRESTIGE ESTATES PROJECTS LTD.

  • L&T FINANCE LTD.

  • SBI CARDS AND PAYMENT SERVICES LTD.

  • UNO MINDA LTD.

  • BANK OF INDIA

  • IPCA LABORATORIES LTD.

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

  • JUBILANT FOODWORKS LTD.

  • PAGE INDUSTRIES LTD.

  • BALKRISHNA INDUSTRIES LTD.

  • APAR INDUSTRIES LTD.

  • TATA COMMUNICATIONS LTD.

  • RAIL VIKAS NIGAM LTD

  • OBEROI REALTY LTD.

  • SCHAEFFLER (I) LTD.

  • PATANJALI FOODS LTD.

  • INDIAN RAILWAY CATERING AND TOURISM CORPORATION LTD.

  • CONTAINER CORPORATION OF INDIA LTD.

  • NIPPON LIFE INDIA ASSET MANAGEMENT LTD.

  • ORACLE FINANCIALS SERVICES SOFT LTD.

  • ITC HOTELS LTD.

  • LIC HOUSING FINANCE LTD.

  • LLOYDS METALS & ENERGY LTD.

  • DALMIA BHARAT LTD.

  • KALYAN JEWELLERS INDIA LTD

  • TATA ELXSI LTD.

  • BANK OF MAHARASHTRA

  • EXIDE INDUSTRIES LTD.

  • AIA ENGINEERING LTD.

  • APOLLO TYRES LTD.

  • GUJARAT FLUOROCHEMICALS LTD.

  • ADANI TOTAL GAS LTD.

  • LINDE INDIA LTD.

  • ABBOTT INDIA LTD.

  • BERGER PAINTS INDIA LTD.

  • KPIT TECHNOLOGIES LTD.

  • COCHIN SHIPYARD LTD.

  • AJANTA PHARMA LTD.

  • BHARTI HEXACOM LTD

  • THERMAX LTD.

  • INDRAPRASTHA GAS LTD.

  • GENERAL INSURANCE CORPORATION OF INDIA

  • ESCORTS KUBOTA LTD.

  • BHARAT DYNAMICS LTD.

  • UNITED BREWERIES LTD.

  • MOTILAL OSWAL FINANCIAL SERVICE LTD.

  • DEEPAK NITRITE LTD.

  • P & G HYGIENE & HEALTH CARE LTD.

  • CRISIL

  • GLAXOSMITHKLINE PHARMACEUTICALS LTD.

  • 3M INDIA LTD.

  • K.P.R. MILL LTD.

  • TATA TECHNOLOGIES LTD

  • INDIAN RENEWABLE ENERGY DEVELOPMENT AGENCY LTD.

  • ACC LTD.

  • L&T TECHNOLOGY SERVICES LTD.

  • GLOBAL HEALTH LTD.

  • ENDURANCE TECHNOLOGIES LTD.

  • HOUSING & URBAN DEVELOPMENT CORPORATION LTD.

  • AWL AGRI BUSINESS LTD.

  • GODFREY PHILLIPS INDIA LTD.

  • TATA INVESTMENT CORPORATION LTD.

  • NLC INDIA LTD.

  • PREMIER ENERGIES LTD

  • NTPC GREEN ENERGY LTD.

  • IRB INFRASTRUCTURE DEVELOPERS LTD.

  • JSW INFRASTRUCTURE LTD

  • SYNGENE INTERNATIONAL LTD.

  • HEXAWARE TECHNOLOGIES LTD.

  • GUJARAT GAS LTD.

  • HONEYWELL AUTOMATION INDIA 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

  • Finance - NBFC

  • IT - Software

  • Electric Equipment

  • Finance - Others

  • Bank - Public

  • Telecommunication - Service Provider

  • Construction - Real Estate

  • Fintech

  • Steel & Iron Products

  • Auto Ancillary

  • Cable

  • e-Commerce

  • Power Generation/Distribution

  • Automobile Two & Three Wheelers

  • Finance - Asset Management

  • Household & Personal Products

  • Edible Oil

  • Chemicals

  • Diesel Engines

  • Tyres & Allied

  • Pesticides & Agrochemicals

  • Air Conditioners

  • Automobiles-Trucks/Lcv

  • Hospital & Healthcare Services

  • Forgings

  • Consumer Durables - Electronics

  • Cement & Construction Materials

  • Engineering - Industrial Equipments

  • Plastic Products

  • Refineries

  • Insurance

  • Finance - Stock Broking

  • Industrial Gases & Fuels

  • Airport Management Services

  • Gas Transmission/Marketing

  • Aluminium & Aluminium Products

  • Fertilizers

  • Textile

  • Mining & Minerals

  • Oil Exploration

  • Engineering - Construction

  • Finance - Housing

  • Retailing

  • Consumer Food

  • Bearings

  • Travel Services

  • Logistics

  • Hotel, Resort & Restaurants

  • Diamond & Jewellery

  • Steel/Sponge Iron/Pig Iron

  • Batteries

  • Castings/Forgings

  • Paints

  • Ship Building

  • Defence

  • Breweries & Distilleries

  • Automobiles-Tractors

  • Diversified

  • Ratings

  • Cigarettes/Tobacco

  • Port

  • Trading

  • Business Support

  • 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 ₹228.28 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 up ₹0.06(0.59%)yesterday to ₹9.5419.

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