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  • Tata Nifty Midcap 150 Momentum 50 Index Fund Growth

Return

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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹150 & Lump. ₹5000

AUM (Fund size)

₹964 Cr

Lock In Period

N/A

Expense Ratio

1.05

Benchmark

NIFTY Midcap150 Momentum 50 Total Return

Exit Load

On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.

Summary

Latest details for Tata Nifty Midcap 150 Momentum 50 Index Fund Growth include a ₹17.5688 NAV as of May 12,2026 and returns since inception of 75.82%. Minimum investments start at SIP ₹150. The Tata Nifty Midcap 150 Momentum 50 Index Fund Growth AUM is ₹964 Cr, with a lock-in of N/A years, expense ratio of 1.05%, and benchmark NIFTY Midcap150 Momentum 50 Total Return. Exit load is - On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.. In the growth review for 1M Month/Year, the fund recorded 0.73% returns, against a category average of -1.24% and a category best of 19.30%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.73-1.2419.30
6M-3.58-0.1768.00
1Y2.572.84176.52
3Y20.6910.40255.49

Portfolio Analysis

  • Equity: 100.23%
  • Debt: -0.23%
  • Others
As on: 2026-03-31
View allocation % by

1. FEDERAL BANK LTD4.59%
2. AU SMALL FINANCE BANK LTD4.37%
3. IDFC FIRST BANK LTD2.15%

1. MUTHOOT FINANCE LTD4.53%
2. L&T FINANCE LTD3.16%
3. MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD1.63%
4. SUNDARAM FINANCE LTD0.84%
5. SBI CARDS AND PAYMENT SERVICES LTD0.71%

1. BSE LTD5.70%

1. MAX FINANCIAL SERVICES LTD3.01%
2. ADITYA BIRLA CAPITAL LTD2.69%

1. GLENMARK PHARMACEUTICALS LTD2.17%
2. LUPIN LTD1.74%
3. BIOCON LTD0.95%
4. ABBOTT INDIA LTD0.39%

1. HERO MOTOCORP LTD5.06%

1. CUMMINS INDIA LTD4.61%

1. INDIAN BANK2.78%
2. BANK OF INDIA1.00%

1. PERSISTENT SYSTEMS LTD1.96%
2. COFORGE LTD1.37%

1. ASHOK LEYLAND LTD3.28%

1. GE VERNOVA T&D INDIA LTD3.14%

1. HDFC ASSET MANAGEMENT COMPANY LTD2.38%
2. NIPPON LIFE INDIA ASSET MANAGEMENT LTD0.69%

1. ONE 97 COMMUNICATIONS LTD3.00%

1. FORTIS HEALTHCARE LTD2.96%

1. FSN E COMMERCE VENTURES LTD2.81%

1. GMR AIRPORTS LTD2.25%

1. UPL LTD2.24%

1. NATIONAL ALUMINIUM CO. LTD1.98%

1. INDUS TOWERS LTD1.97%

1. HITACHI ENERGY INDIA LTD1.86%

1. VODAFONE IDEA LTD1.22%
2. BHARTI HEXACOM LTD0.40%

1. SRF LTD1.58%

1. POLYCAB INDIA LTD1.55%

1. J K CEMENT LTD1.07%
2. DALMIA BHARAT LTD0.45%

1. HINDUSTAN PETROLEUM CORPORATION LTD1.44%

1. MRF LTD1.38%

1. MARICO LTD1.32%

1. UNO MINDA LTD1.09%

1. JINDAL STAINLESS LTD1.03%

About Fund

Tata Nifty Midcap 150 Momentum 50 Index Fund Growth managed by Tata Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹964 Crore. The fund benchmarks its performance against the NIFTY Midcap150 Momentum 50 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
This FundEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund Growth0171.59 CR1.06
This FundHDFC NIFTY Smallcap 250 ETF Growth02020.39 CR0.25
This FundTata Nifty Midcap 150 Momentum 50 Index Fund Growth0963.63 CR1.05
This FundHDFC Silver ETF Growth07282.24 CR0.5
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund Growth14.17674.3936
This FundHDFC NIFTY Smallcap 250 ETF Growth6.948675.2827
This FundTata Nifty Midcap 150 Momentum 50 Index Fund Growth2.574275.8181
This FundHDFC Silver ETF Growth175.0402254.656
This FundICICI Prudential Silver ETF Growth171.6213255.4857

FAQs

Tata Nifty Midcap 150 Momentum 50 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 Momentum 50 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 Momentum 50 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 0.73%
  • 6 Months : -3.58%
  • 1 Year : 2.57%
  • 3 Years : 20.69%
Returns of Tata Nifty Midcap 150 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 17.5688 as on May 12,2026. Since inception, the return has been 75.82%.

You can invest in Tata Nifty Midcap 150 Momentum 50 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 Momentum 50 Index Fund Growth is ₹964 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata Nifty Midcap 150 Momentum 50 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