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  • Tata Nifty Midcap 150 Momentum 50 Index Fund Growth

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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 ₹17.5796 NAV as of Apr 24,2026 and returns since inception of 86.79%. 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 13.31% returns, against a category average of 0.58% and a category best of 22.18%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M13.310.5822.18
6M-0.560.5260.63
1Y4.453.44144.89
3Y23.1611.27211.53

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 FundNippon India ETF Nifty Next 50 Junior BeES Growth06762.89 CR0.15
This FundMirae Asset Nifty Next 50 ETF (MANxt50ETF) Growth01057.26 CR0.06
This FundTata Nifty Midcap 150 Momentum 50 Index Fund Growth0963.63 CR1.05
This FundKotak Silver ETF Growth03319.12 CR0.35
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundNippon India ETF Nifty Next 50 Junior BeES Growth7.578786.6194
This FundMirae Asset Nifty Next 50 ETF (MANxt50ETF) Growth7.65786.7903
This FundTata Nifty Midcap 150 Momentum 50 Index Fund Growth4.44586.793
This FundKotak Silver ETF Growth144.2775210.7028
This FundICICI Prudential Silver ETF Growth144.8727211.5326

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 : 13.31%
  • 6 Months : -0.56%
  • 1 Year : 4.45%
  • 3 Years : 23.16%
Returns of Tata Nifty Midcap 150 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 17.5796 as on Apr 24,2026. Since inception, the return has been 86.79%.

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