• Home
  • Mutual Funds
  • Tata Nifty Midcap 150 Momentum 50 Index Fund Growth

Tata Nifty Midcap 150 Momentum 50 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

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)

₹1,123 Cr

Lock In Period

N/A

Expense Ratio

1.06

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

Summary

Tata Nifty Midcap 150 Momentum 50 Index Fund Growth NAV is ₹17.7625 as of 16 May, 2026. Tata Nifty Midcap 150 Momentum 50 Index Fund Growth has delivered 78.75% returns since its launch. The minimum SIP investment amount in Tata Nifty Midcap 150 Momentum 50 Index Fund Growth is ₹150. The AUM of Tata Nifty Midcap 150 Momentum 50 Index Fund Growth is ₹1,123 Cr. The expense ratio of the fund is 1.06%, and its benchmark is NIFTY Midcap150 Momentum 50 Total Return. The current exit load of the fund is On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.. In the last 1M months, Tata Nifty Midcap 150 Momentum 50 Index Fund Growth has delivered 3.60% returns.

Tata Nifty Midcap 150 Momentum 50 Index Fund Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.600.2721.06
6M-1.881.1778.96
1Y2.754.37192.86
3Y21.3612.43285.18

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

Tata Nifty Midcap 150 Momentum 50 Index Fund Growth managed by Tata Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹1,123 Crore. The fund benchmarks its performance against the NIFTY Midcap150 Momentum 50 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
ICICI Prudential BSE Midcap Select ETF Growth0100.25 CR0.15
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Growth0171.59 CR1.05
Tata Nifty Midcap 150 Momentum 50 Index Fund Growth01123.21 CR1.06
DSP Silver ETF Growth01710.79 CR
ICICI Prudential Silver ETF Growth014714.8 CR0.4
Fund Name1Y3Y
This FundICICI Prudential BSE Midcap Select ETF Growth5.919778.2447
This FundEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund Growth17.040278.3107
This FundTata Nifty Midcap 150 Momentum 50 Index Fund Growth2.753878.7513
This FundDSP Silver ETF Growth192.6736284.0244
This FundICICI Prudential Silver ETF Growth192.8609285.1848

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 1.06. 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 : 3.60%
  • 6 Months : -1.88%
  • 1 Year : 2.75%
  • 3 Years : 21.36%
Returns of Tata Nifty Midcap 150 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 17.7625 as on May 15,2026. Since inception, the return has been 78.75%.

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 ₹1,123 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.