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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹221 Cr

Lock In Period

N/A

Expense Ratio

1.06

Benchmark

Nifty Midcap 150 Total Return

Exit Load

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

Summary

Latest details for Tata Nifty Midcap 150 Index Fund Growth include a ₹10.4580 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Tata Nifty Midcap 150 Index Fund Growth AUM is ₹221 Cr, with a lock-in of N/A years, expense ratio of 1.06%, and benchmark Nifty Midcap 150 Total Return. Exit load is - 0.25% of the applicable NAV, if redeemed on or before 15 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 9.36% returns, against a category average of 0.37% and a category best of 19.17%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M9.360.3719.17
6M0.540.8761.10
1Y0.004.55159.29
3Y0.0013.17224.97

Portfolio Analysis

  • Equity: 99.73%
  • Debt: 0.27%
  • Others
As on: 2026-03-31
View allocation % by

1. LUPIN LTD1.62%
2. LAURUS LABS LTD1.12%
3. AUROBINDO PHARMA LTD1.05%
4. GLENMARK PHARMACEUTICALS LTD0.93%
5. ALKEM LABORATORIES LTD0.90%
6. BIOCON LTD0.74%
7. MANKIND PHARMA LTD0.66%
8. IPCA LABORATORIES LTD0.64%
9. ABBOTT INDIA LTD0.39%
10. AJANTA PHARMA LTD0.34%
11. GLAXOSMITHKLINE PHARMACEUTICALS LTD0.27%
12. ANTHEM BIOSCIENCES LTD0.12%

1. FEDERAL BANK LTD1.85%
2. INDUSIND BANK LTD1.43%
3. AU SMALL FINANCE BANK LTD1.38%
4. IDFC FIRST BANK LTD1.13%
5. YES BANK LTD0.88%

1. PERSISTENT SYSTEMS LTD1.53%
2. COFORGE LTD1.08%
3. MPHASIS LTD0.79%
4. ORACLE FINANCIALS SERVICES SOFT LTD0.46%
5. TATA ELXSI LTD0.40%
6. KPIT TECHNOLOGIES LTD0.30%
7. BILLIONBRAINS GARAGE VENTURES LTD (GROWW)0.27%
8. HEXAWARE TECHNOLOGIES LTD0.18%

1. BSE LTD3.17%
2. MULTI COMMODITY EXCHANGE OF IND LTD1.76%

1. MAX FINANCIAL SERVICES LTD1.14%
2. 360 ONE WAM LTD0.71%
3. ADITYA BIRLA CAPITAL LTD0.70%
4. HDB FINANCIAL SERVICES LTD0.29%
5. MOTILAL OSWAL FINANCIAL SERVICE LTD0.28%
6. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD0.28%
7. TATA INVESTMENT CORPORATION LTD0.20%

1. SUNDARAM FINANCE LTD0.87%
2. L&T FINANCE LTD0.59%
3. SBI CARDS AND PAYMENT SERVICES LTD0.55%
4. MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD0.55%
5. AUTHUM INVESTMENT & INFRASTRUCTURE LTD0.33%

1. DIXON TECHNOLOGIES (INDILTD1.15%
2. HAVELLS INDIA LTD0.87%
3. VOLTAS LTD0.84%

1. JSW ENERGY LTD0.73%
2. TORRENT POWER LTD0.72%
3. NHPC LTD0.67%
4. NTPC GREEN ENERGY LTD0.25%
5. NLC INDIA LTD0.25%
6. SJVN LTD0.13%

1. PB FINTECH LTD1.41%
2. ONE 97 COMMUNICATIONS LTD1.17%

1. THE PHOENIX MILLS LTD0.81%
2. GODREJ PROPERTIES LTD0.63%
3. PRESTIGE ESTATES PROJECTS LTD0.55%
4. OBEROI REALTY LTD0.48%

1. SUZLON ENERGY LTD1.39%
2. BHARAT HEAVY ELECTRICALS LTD1.04%

1. SWIGGY LTD1.03%
2. FSN E COMMERCE VENTURES LTD0.93%

1. HERO MOTOCORP LTD1.90%

1. MARICO LTD1.13%
2. PATANJALI FOODS LTD0.46%
3. AWL AGRI BUSINESS LTD0.29%

1. POLYCAB INDIA LTD1.04%
2. KEI INDUSTRIES LTD0.72%

1. INDIAN BANK0.86%
2. BANK OF INDIA0.48%
3. BANK OF MAHARASHTRA0.36%

1. MRF LTD0.75%
2. BALKRISHNA INDUSTRIES LTD0.48%
3. APOLLO TYRES LTD0.39%

1. INDUS TOWERS LTD1.56%

1. UPL LTD0.92%
2. PI INDUSTRIES LTD0.64%

1. VODAFONE IDEA LTD0.68%
2. TATA COMMUNICATIONS LTD0.46%
3. BHARTI HEXACOM LTD0.33%

1. DABUR INDIA LTD0.70%
2. COLGATE-PALMOLIVE INDIA LTD0.68%
3. GODREJ INDUSTRIES LTD0.09%

1. FORTIS HEALTHCARE LTD1.20%
2. GLOBAL HEALTH LTD0.24%

1. GE VERNOVA T&D INDIA LTD1.30%

1. BHARAT FORGE LTD1.29%

1. ICICI LOMBARD GENERAL INSURANCE CO. LTD1.20%
2. THE NEW INDIA ASSURANCE COMPANY LTD0.08%

1. ASHOK LEYLAND LTD1.27%

1. J K CEMENT LTD0.61%
2. DALMIA BHARAT LTD0.41%
3. ACC LTD0.22%

1. WAAREE ENERGIES LTD0.86%
2. PREMIER ENERGIES LTD0.30%

1. INFO EDGE (INDILTD1.07%

1. ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD0.58%
2. LIFE INSURANCE CORPORATION OF INDIA0.47%

1. SRF LTD1.02%

1. APL APOLLO TUBES LTD1.02%

About Fund

Tata Nifty Midcap 150 Index Fund Growth managed by Tata Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹221 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 1.06. 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
This FundTata BSE Quality Index Fund Growth050.96 CR1.06
This FundEdelweiss Nifty 50 ETF Growth014.68 CR0.06
This FundTata Nifty Midcap 150 Index Fund Growth0221.27 CR1.06
This FundKotak Silver ETF Growth03319.12 CR0.35
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundTata BSE Quality Index Fund Growth11.48610
This FundEdelweiss Nifty 50 ETF Growth00
This FundTata Nifty Midcap 150 Index Fund Growth00
This FundKotak Silver ETF Growth155.5388224.0972
This FundICICI Prudential Silver ETF Growth156.1729224.9749

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 1.06. 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 : 9.36%
  • 6 Months : 0.54%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Tata Nifty Midcap 150 Index Fund Growth are updated daily based on NAV of ₹ 10.4580 as on Apr 22,2026. 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 ₹221 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.
Min Inv Amount: ₹500