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

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  • 0.39 %Nav, as on 14-11-2025

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  • Net Change on 14-11-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | 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.)
NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - DIRECT Plan - IDCW Option Oct 16, 2020 1.22 21.62 26.68 0.35 2,689.68
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - IDCW Oct 23, 2017 12.80 17.32 21.54 0.41 2,390.58
Axis Nifty 100 Index Fund - Direct Plan - IDCW Oct 18, 2019 9.94 13.55 16.65 0.21 2,019.81
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Direct Plan - IDCW Option Oct 26, 2020 9.71 19.31 15.34 0.52 167.84
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)- Direct Plan - Income Distribution CUM Capital Withdrawal Option Jan 01, 2013 9.14 17.34 20.04 0.61 131.46

Fund Holdings as on 31-October-2025

  • MAX HEALTHCARE INSTITUTE LTD

  • MAX FINANCIAL SERVICES LTD

  • BSE LTD

  • SUZLON ENERGY LTD

  • COFORGE LTD

  • SOLAR INDUSTRIES INDIA LTD

  • ONE 97 COMMUNICATIONS LTD

  • PERSISTENT SYSTEMS LTD

  • FORTIS HEALTHCARE LTD

  • SRF LTD

  • HDFC ASSET MANAGEMENT COMPANY LTD

  • DIXON TECHNOLOGIES (INDIA) LTD

  • COROMANDEL INTERNATIONAL LTD

  • SBI CARDS AND PAYMENT SERVICES LTD

  • AU SMALL FINANCE BANK LTD

  • J K CEMENT LTD

  • FEDERAL BANK LTD

  • PB FINTECH LTD

  • MUTHOOT FINANCE LTD

  • UPL LTD

  • MARICO LTD

  • HITACHI ENERGY INDIA LTD

  • FSN E COMMERCE VENTURES LTD

  • INDUS TOWERS LTD

  • APL APOLLO TUBES LTD

  • SUNDARAM FINANCE LTD

  • MAZAGON DOCK SHIPBUILDERS LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD

  • LUPIN LTD

  • MRF LTD

  • LLOYDS METALS & ENERGY LTD

  • PAGE INDUSTRIES LTD

  • BHARAT DYNAMICS LTD

  • BHARTI HEXACOM LTD

  • INDIAN BANK

  • L&T FINANCE LTD

  • JUBILANT FOODWORKS LTD

  • BERGER PAINTS INDIA LTD

  • ABBOTT INDIA LTD

  • DALMIA BHARAT LTD

  • GLAXOSMITHKLINE PHARMACEUTICALS LTD

  • UNO MINDA LTD

  • INDRAPRASTHA GAS LTD

  • K.P.R. MILL LTD

  • IPCA LABORATORIES LTD

  • KALYAN JEWELLERS INDIA LTD

  • BIOCON LTD

  • CRISIL

  • RAIL VIKAS NIGAM LTD

  • GODREJ INDUSTRIES LTD

  • A) REPO

  • NET CURRENT LIABILITIES

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  • Finance - Others

  • Hospital & Healthcare Services

  • Finance - NBFC

  • IT - Software

  • Chemicals

  • Electric Equipment

  • Fintech

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Telecommunication - Service Provider

  • Finance - Asset Management

  • Consumer Durables - Electronics

  • Fertilizers

  • Pesticides & Agrochemicals

  • Edible Oil

  • Textile

  • e-Commerce

  • 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

  • Ratings

  • Engineering - Construction

  • 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 ₹1,014.31 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 up ₹0.07(0.39%)yesterday to ₹18.6223.

Among its top 3 holdings the fund has exposure to MAX HEALTHCARE INSTITUTE 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