Tata Nifty Midcap 150 Momentum 50 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Tata Nifty Midcap 150 Momentum 50 Index Fund Growth Fund Overview

Min. investment

SIP ₹150 & Lump. ₹5000

AUM (Fund size)

₹1,274 Cr

Lock In Period

N/A

Expense Ratio

1.46

Exit Load

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

Benchmark

NIFTY Midcap150 Momentum 50 Total Return

Tata Nifty Midcap 150 Momentum 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-6.49-2.393.79
6M11.141.5646.19
1Y2.542.2356.38
3Y11.599.58200.69

Portfolio Analysis

  • Equity: 100.05%
  • Debt: -0.05%
  • Others
As on: 2026-08-31
View allocation % by

1. LAURUS LABS LTD6.32%
2. AUROBINDO PHARMA LTD2.25%
3. LUPIN LTD2.21%
4. GLENMARK PHARMACEUTICALS LTD2.13%
5. BIOCON LTD1.24%
6. AJANTA PHARMA LTD0.64%

1. MULTI COMMODITY EXCHANGE OF IND LTD5.75%
2. BSE LTD4.06%

1. FEDERAL BANK LTD4.81%
2. AU SMALL FINANCE BANK LTD2.68%
3. INDUSIND BANK LTD2.25%

1. POLYCAB INDIA LTD3.32%
2. KEI INDUSTRIES LTD2.09%

1. BHARAT HEAVY ELECTRICALS LTD4.42%

1. GE VERNOVA T&D INDIA LTD4.23%

1. BHARAT FORGE LTD3.98%

1. HITACHI ENERGY INDIA LTD3.63%

1. NATIONAL ALUMINIUM CO. LTD3.35%

1. VODAFONE IDEA LTD2.55%
2. TATA COMMUNICATIONS LTD0.71%

1. ADITYA BIRLA CAPITAL LTD1.65%
2. MAX FINANCIAL SERVICES LTD1.19%

1. INDIAN BANK1.12%
2. BANK OF MAHARASHTRA1.01%
3. BANK OF INDIA0.46%

1. MARICO LTD2.16%

1. JSW ENERGY LTD1.48%
2. NLC INDIA LTD0.60%

1. STEEL AUTHORITY INDIA LTD2.06%

1. INDUS TOWERS LTD1.89%

1. FORTIS HEALTHCARE LTD1.86%

1. APAR INDUSTRIES LTD1.80%

1. ONE 97 COMMUNICATIONS LTD1.78%

1. ASHOK LEYLAND LTD1.73%

1. FSN E COMMERCE VENTURES LTD1.68%

1. RADICO KHAITAN LTD1.54%

1. NMDC LTD1.43%

1. LLOYDS METALS & ENERGY LTD1.36%

1. ORACLE FINANCIALS SERVICES SOFT LTD1.34%

1. THERMAX LTD1.23%

1. L&T FINANCE LTD1.22%

1. APL APOLLO TUBES LTD1.18%

1. NIPPON LIFE INDIA ASSET MANAGEMENT LTD1.10%

1. OIL INDIA LTD1.01%
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About Fund Tata Nifty Midcap 150 Momentum 50 Index Fund Growth

Tata Nifty Midcap 150 Momentum 50 Index Fund Growth managed by Tata Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹1,274 Crore. The fund benchmarks its performance against the NIFTY Midcap150 Momentum 50 Total Return while maintaining an expense ratio of 1.46. 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
DSP Nifty 50 Equal Weight ETF Growth01,389 CR
Motilal Oswal BSE Quality ETF Growth040 CR0.54
Tata Nifty Midcap 150 Momentum 50 Index Fund Growth01,274 CR1.46
HDFC Silver ETF Growth08,312 CR0.58
Axis Silver ETF Growth02,068 CR0.42
Fund Name1Y3Y
This FundDSP Nifty 50 Equal Weight ETF Growth-1.243234.284
This FundMotilal Oswal BSE Quality ETF Growth-1.642636.0967
This FundTata Nifty Midcap 150 Momentum 50 Index Fund Growth2.541338.9512
This FundHDFC Silver ETF Growth53.4026199.5158
This FundAxis Silver ETF Growth53.9436200.6906

Tata Nifty Midcap 150 Momentum 50 Index Fund Growth 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 1.46. 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 : -6.49%
  • 6 Months : 11.14%
  • 1 Year : 2.54%
  • 3 Years : 11.59%
Returns of Tata Nifty Midcap 150 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 17.3664 as on Sep 30,2026. Since inception, the return has been 38.95%.

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 ₹1,274 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.
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