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

Other Plans and Options
  • 0.57 %Nav, as on 20-03-2026

  • Previous Nav

  • Net Change on 20-03-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 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.)
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.

  • AU SMALL FINANCE BANK LTD.

  • MUTHOOT FINANCE LTD.

  • ASHOK LEYLAND LTD.

  • L&T FINANCE LTD.

  • MAX FINANCIAL SERVICES LTD.

  • FORTIS HEALTHCARE LTD.

  • ONE 97 COMMUNICATIONS LTD.

  • GE VERNOVA T&D INDIA LTD.

  • INDIAN BANK

  • FSN E COMMERCE VENTURES LTD

  • ADITYA BIRLA CAPITAL LTD.

  • HDFC ASSET MANAGEMENT COMPANY LTD.

  • IDFC FIRST BANK LTD.

  • GMR AIRPORTS LTD

  • UPL LTD.

  • GLENMARK PHARMACEUTICALS LTD.

  • INDUS TOWERS LTD.

  • MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD.

  • HITACHI ENERGY INDIA LTD.

  • POLYCAB INDIA LTD.

  • PERSISTENT SYSTEMS LTD.

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • NATIONAL ALUMINIUM CO. LTD.

  • LUPIN LTD.

  • SRF LTD.

  • MRF LTD.

  • VODAFONE IDEA LTD.

  • COFORGE LTD.

  • MARICO LTD.

  • BANK OF INDIA

  • UNO MINDA LTD.

  • J K CEMENT LTD.

  • COROMANDEL INTERNATIONAL LTD.

  • APL APOLLO TUBES LTD.

  • JINDAL STAINLESS LTD.

  • SUNDARAM FINANCE LTD.

  • BIOCON LTD.

  • SBI CARDS AND PAYMENT SERVICES LTD.

  • NIPPON LIFE INDIA ASSET MANAGEMENT LTD.

  • AIA ENGINEERING LTD.

  • 3M INDIA LTD.

  • DALMIA BHARAT LTD.

  • BERGER PAINTS INDIA LTD.

  • BHARTI HEXACOM LTD

  • ABBOTT INDIA LTD.

  • INDRAPRASTHA GAS LTD.

  • A) REPO

  • NET CURRENT LIABILITIES

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  • Finance - NBFC

  • Bank - Private

  • Finance - Others

  • Automobile Two & Three Wheelers

  • Pharmaceuticals & Drugs

  • Electric Equipment

  • Diesel Engines

  • Bank - Public

  • Automobiles-Trucks/Lcv

  • Telecommunication - Service Provider

  • Finance - Asset Management

  • Hospital & Healthcare Services

  • Fintech

  • IT - Software

  • e-Commerce

  • Airport Management Services

  • Pesticides & Agrochemicals

  • Steel & Iron Products

  • Cable

  • Refineries

  • Aluminium & Aluminium Products

  • Cement & Construction Materials

  • Chemicals

  • Tyres & Allied

  • Edible Oil

  • Auto Ancillary

  • Fertilizers

  • Castings/Forgings

  • Diversified

  • Paints

  • 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 ₹1,062.97 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 ₹0.09(0.57%)yesterday to ₹16.3176.

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