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

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  • (-2.29%)Nav, as on 13-02-2026

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  • Net Change on 13-02-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | 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.)
NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option Oct 16, 2020 5.51 19.51 18.02 0.97 2,577.71
Axis Nifty 100 Index Fund - Regular Plan - IDCW Oct 18, 2019 11.16 14.22 11.45 0.92 1,974.04
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - IDCW Option Oct 26, 2020 10.10 20.35 13.44 1.06 166.85

Fund Holdings as on 31-January-2026

  • BSE LTD.

  • HERO MOTOCORP LTD.

  • MUTHOOT FINANCE LTD.

  • AU SMALL FINANCE BANK LTD.

  • FEDERAL BANK LTD.

  • CUMMINS INDIA LTD.

  • ASHOK LEYLAND LTD.

  • L&T FINANCE LTD.

  • ONE 97 COMMUNICATIONS LTD.

  • MAX FINANCIAL SERVICES LTD.

  • FORTIS HEALTHCARE LTD.

  • ADITYA BIRLA CAPITAL LTD.

  • IDFC FIRST BANK LTD.

  • INDIAN BANK

  • FSN E COMMERCE VENTURES LTD

  • GE VERNOVA T&D INDIA LTD.

  • UPL LTD.

  • HDFC ASSET MANAGEMENT COMPANY LTD.

  • GMR AIRPORTS LTD

  • PERSISTENT SYSTEMS LTD.

  • MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD.

  • INDUS TOWERS LTD.

  • GLENMARK PHARMACEUTICALS LTD.

  • COFORGE LTD.

  • NATIONAL ALUMINIUM CO. LTD.

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • SRF LTD.

  • LUPIN LTD.

  • VODAFONE IDEA LTD.

  • POLYCAB INDIA LTD.

  • HITACHI ENERGY INDIA LTD.

  • MRF LTD.

  • MARICO LTD.

  • UNO MINDA LTD.

  • BANK OF INDIA

  • COROMANDEL INTERNATIONAL LTD.

  • JINDAL STAINLESS LTD.

  • J K CEMENT LTD.

  • APL APOLLO TUBES LTD.

  • SUNDARAM FINANCE LTD.

  • BIOCON LTD.

  • SBI CARDS AND PAYMENT SERVICES LTD.

  • NIPPON LIFE INDIA ASSET MANAGEMENT LTD.

  • AIA ENGINEERING LTD.

  • DALMIA BHARAT LTD.

  • 3M INDIA LTD.

  • BERGER PAINTS INDIA LTD.

  • ABBOTT INDIA LTD.

  • INDRAPRASTHA GAS LTD.

  • BHARTI HEXACOM LTD

  • A) REPO

  • NET CURRENT LIABILITIES

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  • Finance - NBFC

  • Bank - Private

  • Finance - Others

  • Automobile Two & Three Wheelers

  • Pharmaceuticals & Drugs

  • IT - Software

  • Electric Equipment

  • Diesel Engines

  • Bank - Public

  • Automobiles-Trucks/Lcv

  • Telecommunication - Service Provider

  • Fintech

  • Finance - Asset Management

  • Hospital & Healthcare Services

  • e-Commerce

  • Pesticides & Agrochemicals

  • Airport Management Services

  • Steel & Iron Products

  • Aluminium & Aluminium Products

  • Refineries

  • Chemicals

  • Cement & Construction Materials

  • Cable

  • 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 ₹1,022.52 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 ₹-0.42(-2.29%)yesterday to ₹17.7628.

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