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

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  • (-0.2%)Nav, as on 04-07-2025

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  • Net Change on 04-07-2025

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  • Assets (Cr.)

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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

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - IDCW Oct 23, 2017 5.31 22.11 25.04 0.39 2,136.32
Axis Nifty 100 Index Fund - Direct Plan - IDCW Oct 18, 2019 3.80 18.57 20.26 0.21 1,882.91
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 0.77 21.73 22.73 0.61 106.22

Fund Holdings as on 31-May-2025

  • BSE LTD

  • MAX HEALTHCARE INSTITUTE LTD

  • COFORGE LTD

  • INDIAN HOTELS CO. LTD

  • PERSISTENT SYSTEMS LTD

  • PB FINTECH LTD

  • DIXON TECHNOLOGIES (INDIA) LTD

  • LUPIN LTD

  • FEDERAL BANK LTD

  • FORTIS HEALTHCARE LTD

  • KALYAN JEWELLERS INDIA LTD

  • VOLTAS LTD

  • CG POWER AND INDUSTRIAL SOLUTIONS LTD

  • INDUS TOWERS LTD

  • ORACLE FINANCIALS SERVICES SOFT LTD

  • CUMMINS INDIA LTD

  • ONE 97 COMMUNICATIONS LTD

  • COROMANDEL INTERNATIONAL LTD

  • HDFC ASSET MANAGEMENT COMPANY LTD

  • SOLAR INDUSTRIES INDIA LTD

  • HINDUSTAN PETROLEUM CORPORATION LTD

  • OIL INDIA LTD

  • PAGE INDUSTRIES LTD

  • LLOYDS METALS & ENERGY LTD

  • MPHASIS LTD

  • RAIL VIKAS NIGAM LTD

  • MAZAGON DOCK SHIPBUILDERS LTD

  • HITACHI ENERGY INDIA LTD

  • IPCA LABORATORIES LTD

  • PETRONET LNG LTD

  • JUBILANT FOODWORKS LTD

  • GODREJ PROPERTIES LTD

  • POLYCAB INDIA LTD

  • AUROBINDO PHARMA LTD

  • UNO MINDA LTD

  • THE PHOENIX MILLS LTD

  • TORRENT POWER LTD

  • PRESTIGE ESTATES PROJECTS LTD

  • OBEROI REALTY LTD

  • SYNGENE INTERNATIONAL LTD

  • INDIAN RENEWABLE ENERGY DEVELOPMENT AGENCY LTD

  • KEI INDUSTRIES LTD

  • BIOCON LTD

  • INDIAN BANK

  • CRISIL

  • AJANTA PHARMA LTD

  • HOUSING & URBAN DEVELOPMENT CORPORATION LTD

  • BHARAT DYNAMICS LTD

  • GODREJ INDUSTRIES LTD

  • THERMAX LTD

  • A) REPO

  • NET CURRENT LIABILITIES

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  • IT - Software

  • Hospital & Healthcare Services

  • Finance - Others

  • Pharmaceuticals & Drugs

  • Fintech

  • Hotel, Resort & Restaurants

  • Consumer Durables - Electronics

  • Construction - Real Estate

  • Electric Equipment

  • Bank - Private

  • Diamond & Jewellery

  • Chemicals

  • Air Conditioners

  • Telecommunication - Service Provider

  • Diesel Engines

  • Fertilizers

  • Finance - Asset Management

  • Cable

  • Refineries

  • Oil Exploration

  • Textile

  • Steel/Sponge Iron/Pig Iron

  • Engineering - Construction

  • Ship Building

  • Industrial Gases & Fuels

  • Consumer Food

  • Auto Ancillary

  • Power Generation/Distribution

  • Finance - NBFC

  • Business Support

  • Bank - Public

  • Ratings

  • Finance - Housing

  • Defence

  • Engineering - Industrial Equipments

  • 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 ₹908.54 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 ₹-0.04(-0.2%)yesterday to ₹18.6714.

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