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Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
+19.58%
3Y annualised
-1.31% 1D
NAV: 10 Jun '26
₹18.02
Min. for SIP
₹150
Fund size (AUM)
₹1,179.14 Cr
Expense ratio
0.50%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,482 | +3.21% | |
| 6 months | ₹30,000 | ₹30,623 | +2.08% | |
| 1 year | ₹60,000 | ₹60,941 | +1.57% | |
| 3 years | ₹1,80,000 | ₹2,03,897 | +13.28% |
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| BSE Ltd | Financial | Equity | 6.89% |
| Cummins India Ltd | Industrials | Equity | 4.80% |
| AU Small Finance Bank Ltd | Financial | Equity | 4.68% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 4.53% |
| The Federal Bank Ltd | Financial | Equity | 4.52% |
| Muthoot Finance Ltd | Financial | Equity | 4.37% |
| GE T&D India Ltd | Industrials | Equity | 3.43% |
| L&T Finance Holdings Ltd | Financial | Equity | 3.28% |
| Ashok Leyland Ltd | Industrials | Equity | 3.07% |
| Fortis Healthcare Ltd | Healthcare | Equity | 3.06% |
| One 97 Communications Ltd | Industrials | Equity | 3.05% |
| Max Financial Services Ltd | Financial | Equity | 2.84% |
| Aditya Birla Capital Ltd | Financial | Equity | 2.83% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 2.82% |
| HDFC Asset Management Company Ltd | Financial | Equity | 2.59% |
| Indian Bank | Financial | Equity | 2.49% |
| Hitachi Energy India Ltd | Industrials | Equity | 2.30% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 2.28% |
| IDFC First Bank Ltd | Financial | Equity | 2.27% |
| UPL Ltd | Materials | Equity | 2.25% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 2.18% |
| National Aluminium Company Ltd | Materials | Equity | 1.83% |
| Indus Towers Ltd | Technology | Equity | 1.72% |
| Persistent Systems Ltd | Technology | Equity | 1.71% |
| Polycab India Ltd | Industrials | Equity | 1.63% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 1.57% |
| Lupin Ltd | Healthcare | Equity | 1.54% |
| SRF Ltd | Materials | Equity | 1.45% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.43% |
| Coforge Ltd | Technology | Equity | 1.31% |
| Vodafone Idea Ltd | Technology | Equity | 1.30% |
| MRF Ltd | Consumer Discretionary | Equity | 1.24% |
| Marico Ltd | Consumer Staples | Equity | 1.24% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 1.05% |
| Jindal Stainless Ltd | Materials | Equity | 0.99% |
| JK Cement Ltd | Materials | Equity | 0.99% |
| Coromandel International Ltd | Materials | Equity | 0.92% |
| Bank of India | Financial | Equity | 0.91% |
| APL Apollo Tubes Ltd | Industrials | Equity | 0.86% |
| Biocon Ltd | Healthcare | Equity | 0.84% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 0.78% |
| Sundaram Finance Ltd | Financial | Equity | 0.77% |
| SBI Cards & Payments Services Ltd | Financial | Equity | 0.64% |
| AIA Engineering Ltd | Industrials | Equity | 0.60% |
| Dalmia Bharat Ltd | Materials | Equity | 0.42% |
| Berger Paints India Ltd | Materials | Equity | 0.40% |
| 3M India Ltd | Diversified | Equity | 0.40% |
| Bharti Hexacom Ltd. | Technology | Equity | 0.36% |
| Abbott India Ltd | Healthcare | Equity | 0.34% |
| Indraprastha Gas Ltd | Energy & Utilities | Equity | 0.34% |
| Repo | Unspecified | Repo | 0.06% |
| Net Payables | Unspecified | Net Payables | -0.17% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹150
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +0.0% | -4.3% | +19.6% | +17.5% |
| Category average (Equity Mid Cap) | -0.0% | +2.0% | +21.6% | -- |
| Rank (Equity Mid Cap) | -- | 45 | 23 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 0.50%, if redeemed within 30 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +7.90% | +24.75% | 5,293.04 | |
 | +2.33% | +23.59% | 15,910.69 | |
 | +3.03% | +23.10% | 45,820.33 | |
 | +2.74% | +22.48% | 13,378.01 | |
 | +2.53% | +20.99% | 97,350.48 | |
| Compare | ||||
Fund management
NBSNitin Bharat SharmaJul 2025 - PresentView details
NBS
Nitin Bharat Sharma
Jul 2025 - Present
View details
RPRakesh PrajapatiDec 2024 - PresentView details
RP
Rakesh Prajapati
Dec 2024 - Present
View details
About Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Nitin Bharat Sharma is the Current Fund Manager of Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,25,507 Cr and the Latest NAV as of 10 Jun 2026 is ₹18.02.
The Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹150. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.50%, if redeemed within 30 days.
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Investment Objective
The scheme is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.
Fund benchmarkNIFTY Midcap 150 Momentum 50 Total Return Index
Fund house
Rank (total assets)#14 in India
Total AUM₹2,25,506.60 Cr
Date of Incorporation30 Jun 1995
Launch Date30 Jun 1995
Address9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,