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Tata Nifty Midcap 150 Index Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Tata Nifty Midcap 150 Index Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹295 Cr

Lock In Period

N/A

Expense Ratio

1.05

Exit Load

0.25% of the applicable NAV, if redeemed on or before 15 days from the date of allotment.

Benchmark

Nifty Midcap 150 Total Return

Tata Nifty Midcap 150 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.63-0.5517.09
6M7.391.1227.93
1Y7.563.3796.72
3Y0.0010.26187.18

Portfolio Analysis

  • Equity: 99.97%
  • Debt: 0.03%
  • Others
As on: 2026-06-30
View allocation % by

1. LAURUS LABS LTD1.45%
2. LUPIN LTD1.45%
3. AUROBINDO PHARMA LTD1.09%
4. GLENMARK PHARMACEUTICALS LTD0.82%
5. ALKEM LABORATORIES LTD0.80%
6. BIOCON LTD0.74%
7. MANKIND PHARMA LTD0.71%
8. IPCA LABORATORIES LTD0.58%
9. AJANTA PHARMA LTD0.36%
10. ABBOTT INDIA LTD0.33%
11. GLAXOSMITHKLINE PHARMACEUTICALS LTD0.25%
12. ANTHEM BIOSCIENCES LTD0.12%

1. FEDERAL BANK LTD2.00%
2. INDUSIND BANK LTD1.50%
3. AU SMALL FINANCE BANK LTD1.45%
4. IDFC FIRST BANK LTD1.30%
5. YES BANK LTD1.05%

1. BSE LTD3.89%
2. MULTI COMMODITY EXCHANGE OF IND LTD1.78%

1. COFORGE LTD1.26%
2. PERSISTENT SYSTEMS LTD1.16%
3. MPHASIS LTD0.70%
4. ORACLE FINANCIALS SERVICES SOFT LTD0.63%
5. TATA ELXSI LTD0.32%
6. BILLIONBRAINS GARAGE VENTURES LTD (GROWW)0.30%
7. KPIT TECHNOLOGIES LTD0.27%
8. HEXAWARE TECHNOLOGIES LTD0.19%

1. MAX FINANCIAL SERVICES LTD1.04%
2. ADITYA BIRLA CAPITAL LTD0.80%
3. 360 ONE WAM LTD0.69%
4. MOTILAL OSWAL FINANCIAL SERVICE LTD0.37%
5. HDB FINANCIAL SERVICES LTD0.34%
6. TATA INVESTMENT CORPORATION LTD0.21%

1. SUZLON ENERGY LTD1.76%
2. BHARAT HEAVY ELECTRICALS LTD1.49%

1. DIXON TECHNOLOGIES (INDILTD1.21%
2. HAVELLS INDIA LTD0.72%
3. VOLTAS LTD0.72%
4. LG ELECTRONICS INDIA LTD0.33%

1. THE PHOENIX MILLS LTD0.90%
2. GODREJ PROPERTIES LTD0.68%
3. PRESTIGE ESTATES PROJECTS LTD0.65%
4. OBEROI REALTY LTD0.51%

1. SUNDARAM FINANCE LTD0.76%
2. L&T FINANCE LTD0.65%
3. MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD0.51%
4. SBI CARDS AND PAYMENT SERVICES LTD0.44%
5. AUTHUM INVESTMENT & INFRASTRUCTURE LTD0.34%

1. JSW ENERGY LTD0.77%
2. TORRENT POWER LTD0.66%
3. NHPC LTD0.63%
4. NLC INDIA LTD0.26%
5. NTPC GREEN ENERGY LTD0.22%
6. SJVN LTD0.13%

1. PB FINTECH LTD1.37%
2. ONE 97 COMMUNICATIONS LTD1.18%

1. POLYCAB INDIA LTD1.30%
2. KEI INDUSTRIES LTD0.83%

1. FSN E COMMERCE VENTURES LTD1.05%
2. SWIGGY LTD0.81%

1. VODAFONE IDEA LTD0.98%
2. TATA COMMUNICATIONS LTD0.57%
3. BHARTI HEXACOM LTD0.27%

1. MARICO LTD1.09%
2. PATANJALI FOODS LTD0.35%
3. AWL AGRI BUSINESS LTD0.25%

1. INDIAN BANK0.71%
2. BANK OF MAHARASHTRA0.46%
3. BANK OF INDIA0.42%

1. HERO MOTOCORP LTD1.53%

1. GE VERNOVA T&D INDIA LTD1.51%

1. FORTIS HEALTHCARE LTD1.23%
2. GLOBAL HEALTH LTD0.27%

1. MRF LTD0.64%
2. BALKRISHNA INDUSTRIES LTD0.43%
3. APOLLO TYRES LTD0.34%

1. BHARAT FORGE LTD1.41%

1. COLGATE-PALMOLIVE INDIA LTD0.65%
2. DABUR INDIA LTD0.61%
3. GODREJ INDUSTRIES LTD0.12%

1. UPL LTD0.79%
2. PI INDUSTRIES LTD0.51%

1. INDUS TOWERS LTD1.25%

1. ICICI LOMBARD GENERAL INSURANCE CO. LTD1.04%
2. THE NEW INDIA ASSURANCE COMPANY LTD0.11%

1. ASHOK LEYLAND LTD1.11%

1. HITACHI ENERGY INDIA LTD1.09%

1. J K CEMENT LTD0.56%
2. DALMIA BHARAT LTD0.33%
3. ACC LTD0.20%

1. APAR INDUSTRIES LTD0.65%
2. GUJARAT FLUOROCHEMICALS LTD0.41%

1. PETRONET LNG LTD0.52%
2. ADANI GAS LTD0.50%

About Fund Tata Nifty Midcap 150 Index Fund Growth

Tata Nifty Midcap 150 Index Fund Growth managed by Tata Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹295 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 1.05. Under the expert guidance of Nitin Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Nitin Sharma

Mr. Nitin Sharma holds MFM, BAF(Bachelor of Commerce Accounting & Finance). Prior to joining the Tata MF, he was associated with Share India Securities Ltd, Sharekhan Ltd, Choice Equity Broking Pvt Ltd, Globe Capital Market Ltd. Angel Broking Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
360 ONE Silver ETF Growth044 CR0.46
Groww Nifty India Defence ETF Growth0342 CR
Tata Nifty Midcap 150 Index Fund Growth0295 CR1.05
Kotak Silver ETF Growth03,461 CR0.35
ICICI Prudential Silver ETF Growth013,863 CR0.4
Fund Name1Y3Y
This Fund360 ONE Silver ETF Growth89.42350
This FundGroww Nifty India Defence ETF Growth17.39640
This FundTata Nifty Midcap 150 Index Fund Growth6.16540
This FundKotak Silver ETF Growth89.9636188.3822
This FundICICI Prudential Silver ETF Growth90.2304189.0406

Tata Nifty Midcap 150 Index Fund Growth FAQs

Tata Nifty Midcap 150 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Tata Nifty Midcap 150 Index Fund Growth is 1.05. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata Nifty Midcap 150 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 1.63%
  • 6 Months : 7.39%
  • 1 Year : 7.56%
  • 3 Years : 0.00%
Returns of Tata Nifty Midcap 150 Index Fund Growth are updated daily based on NAV of ₹ 10.897 as on Jul 31,2026. Since inception, the return has been 0.00%.

You can invest in Tata Nifty Midcap 150 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Tata Nifty Midcap 150 Index Fund Growth is ₹295 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata Nifty Midcap 150 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.