Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan

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  • (-1.45%)Nav, as on 08-12-2025

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  • Net Change on 08-12-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct 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 Momentum 50 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 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap150 Momentum 50 - 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 - Direct Plan Growth Apr 28, 2020 19.88 24.34 18.18 0.63 4,103.26
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan Sep 06, 2019 1.17 21.74 23.58 0.26 2,929.32
Motilal Oswal Nifty 500 Index Fund - Direct Plan Sep 06, 2019 1.86 14.65 16.93 0.17 2,756.56
Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan Sep 06, 2019 -11.69 18.32 22.65 0.33 1,018.15
Motilal Oswal Nifty Bank Index Fund - Direct Plan Sep 06, 2019 11.37 11.40 14.79 0.24 667.04

Fund Holdings as on 30-November-2025

  • BSE LTD.

  • MAX FINANCIAL SERVICES LTD.

  • MAX HEALTHCARE INSTITUTE LTD.

  • COFORGE LTD.

  • PERSISTENT SYSTEMS LTD.

  • SUZLON ENERGY LTD.

  • ONE 97 COMMUNICATIONS LTD.

  • SOLAR INDUSTRIES INDIA LTD.

  • SRF LTD.

  • FORTIS HEALTHCARE LTD.

  • COROMANDEL INTERNATIONAL LTD.

  • HDFC ASSET MANAGEMENT COMPANY LTD.

  • AU SMALL FINANCE BANK LTD.

  • DIXON TECHNOLOGIES (INDIA) LTD.

  • MUTHOOT FINANCE LTD.

  • HITACHI ENERGY INDIA LTD.

  • SBI CARDS AND PAYMENT SERVICES LTD.

  • FEDERAL BANK LTD.

  • UPL LTD.

  • PB FINTECH LTD.

  • FSN E COMMERCE VENTURES LTD

  • J K CEMENT LTD.

  • INDUS TOWERS LTD.

  • MARICO LTD.

  • SUNDARAM FINANCE LTD.

  • APL APOLLO TUBES LTD.

  • LUPIN LTD.

  • MAZAGON DOCK SHIPBUILDERS LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • MRF LTD.

  • LLOYDS METALS & ENERGY LTD.

  • L&T FINANCE LTD.

  • PAGE INDUSTRIES LTD.

  • BHARAT DYNAMICS LTD.

  • INDIAN BANK

  • BHARTI HEXACOM LTD

  • JUBILANT FOODWORKS LTD.

  • BERGER PAINTS INDIA LTD.

  • ABBOTT INDIA LTD.

  • DALMIA BHARAT LTD.

  • UNO MINDA LTD.

  • GLAXOSMITHKLINE PHARMACEUTICALS LTD.

  • IPCA LABORATORIES LTD.

  • K.P.R. MILL LTD.

  • INDRAPRASTHA GAS LTD.

  • BIOCON LTD.

  • KALYAN JEWELLERS INDIA LTD

  • RAIL VIKAS NIGAM LTD

  • CRISIL

  • GODREJ INDUSTRIES LTD

  • A) REPO

  • NET CURRENT LIABILITIES

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  • Finance - Others

  • Finance - NBFC

  • IT - Software

  • Hospital & Healthcare Services

  • Chemicals

  • Electric Equipment

  • Fintech

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Fertilizers

  • Finance - Asset Management

  • Consumer Durables - Electronics

  • Pesticides & Agrochemicals

  • e-Commerce

  • Edible Oil

  • Textile

  • Steel & Iron Products

  • Ship Building

  • Refineries

  • Tyres & Allied

  • Steel/Sponge Iron/Pig Iron

  • Defence

  • Bank - Public

  • Consumer Food

  • Paints

  • Auto Ancillary

  • Gas Transmission/Marketing

  • Diamond & Jewellery

  • Engineering - Construction

  • Ratings

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

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About Tata Nifty Midcap 150 Momentum 50 Index Fund

Scheme Analysis

Tata Nifty Midcap 150 Momentum 50 Index Fund is a Index Funds - Other fund and belongs to Tata Mutual Fund. It was launched on 20-Oct-2022 and currently has an AUM of ₹1,060.42 crore. Tata Nifty Midcap 150 Momentum 50 Index Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap150 Momentum 50 - TRI as secondary index.

The NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund ended down ₹-0.27(-1.45%)yesterday to ₹18.2214.

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

The Tata Nifty Midcap 150 Momentum 50 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