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

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  • (-0.88%)Nav, as on 09-01-2026

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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

Fund Holdings as on 31-December-2025

  • HERO MOTOCORP LTD.

  • BSE LTD.

  • MUTHOOT FINANCE LTD.

  • AU SMALL FINANCE BANK LTD.

  • FEDERAL BANK LTD.

  • CUMMINS INDIA LTD.

  • L&T FINANCE LTD.

  • ONE 97 COMMUNICATIONS LTD.

  • ASHOK LEYLAND LTD.

  • MAX FINANCIAL SERVICES LTD.

  • FORTIS HEALTHCARE LTD.

  • ADITYA BIRLA CAPITAL LTD.

  • FSN E COMMERCE VENTURES LTD

  • UPL LTD.

  • IDFC FIRST BANK LTD.

  • HDFC ASSET MANAGEMENT COMPANY LTD.

  • GMR AIRPORTS LTD

  • INDIAN BANK

  • GE VERNOVA T&D INDIA LTD.

  • PERSISTENT SYSTEMS LTD.

  • A) REPO

  • MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD.

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • GLENMARK PHARMACEUTICALS LTD.

  • COFORGE LTD.

  • SRF LTD.

  • INDUS TOWERS LTD.

  • POLYCAB INDIA LTD.

  • MRF LTD.

  • NATIONAL ALUMINIUM CO. LTD.

  • LUPIN LTD.

  • VODAFONE IDEA LTD.

  • HITACHI ENERGY INDIA LTD.

  • UNO MINDA LTD.

  • MARICO LTD.

  • JINDAL STAINLESS LTD.

  • COROMANDEL INTERNATIONAL LTD.

  • J K CEMENT LTD.

  • BANK OF INDIA

  • BIOCON LTD.

  • SUNDARAM FINANCE LTD.

  • APL APOLLO TUBES LTD.

  • SBI CARDS AND PAYMENT SERVICES LTD.

  • NIPPON LIFE INDIA ASSET MANAGEMENT LTD.

  • AIA ENGINEERING LTD.

  • DALMIA BHARAT LTD.

  • BERGER PAINTS INDIA LTD.

  • BHARTI HEXACOM LTD

  • 3M INDIA LTD.

  • INDRAPRASTHA GAS LTD.

  • ABBOTT INDIA LTD.

  • NET CURRENT LIABILITIES

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  • Finance - NBFC

  • Bank - Private

  • Finance - Others

  • Automobile Two & Three Wheelers

  • Pharmaceuticals & Drugs

  • IT - Software

  • Diesel Engines

  • Electric Equipment

  • Fintech

  • Telecommunication - Service Provider

  • Automobiles-Trucks/Lcv

  • Bank - Public

  • Finance - Asset Management

  • Hospital & Healthcare Services

  • e-Commerce

  • Pesticides & Agrochemicals

  • Airport Management Services

  • Steel & Iron Products

  • Refineries

  • Chemicals

  • Cable

  • Cement & Construction Materials

  • Tyres & Allied

  • Aluminium & Aluminium Products

  • Auto Ancillary

  • Edible Oil

  • Fertilizers

  • Castings/Forgings

  • Paints

  • Diversified

  • Gas Transmission/Marketing

  • 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 ₹1,043.79 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 ₹-0.16(-0.88%)yesterday to ₹17.9535.

Among its top 3 holdings the fund has exposure to HERO MOTOCORP 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