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Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
+13.05%
3Y annualised
+1.24% 1D
NAV: 09 Oct '26
₹17.81
Min. for SIP
₹150
Fund size (AUM)
₹1,205.59 Cr
Expense ratio
0.77%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,631 | -2.46% | |
| 6 months | ₹30,000 | ₹29,207 | -2.64% | |
| 1 year | ₹60,000 | ₹59,115 | -1.47% | |
| 3 years | ₹1,80,000 | ₹1,85,087 | +2.83% |
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Laurus Labs Ltd | Healthcare | Equity | 7.01% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 5.99% |
| The Federal Bank Ltd | Financial | Equity | 4.60% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 4.45% |
| GE T&D India Ltd | Industrials | Equity | 4.28% |
| BSE Ltd | Financial | Equity | 4.10% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 3.90% |
| Hitachi Energy India Ltd | Industrials | Equity | 3.53% |
| National Aluminium Company Ltd | Materials | Equity | 3.21% |
| Polycab India Ltd | Industrials | Equity | 3.03% |
| AU Small Finance Bank Ltd | Financial | Equity | 2.68% |
| Vodafone Idea Ltd | Technology | Equity | 2.47% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 2.35% |
| Marico Ltd | Consumer Staples | Equity | 2.22% |
| Lupin Ltd | Healthcare | Equity | 2.20% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 2.15% |
| Indusind Bank Ltd | Financial | Equity | 2.14% |
| Steel Authority Of India Ltd | Materials | Equity | 2.06% |
| Indus Towers Ltd | Technology | Equity | 1.95% |
| Apar Industries Ltd | Diversified | Equity | 1.90% |
| One 97 Communications Ltd | Industrials | Equity | 1.87% |
| Kei Industries Ltd | Industrials | Equity | 1.74% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.69% |
| Aditya Birla Capital Ltd | Financial | Equity | 1.65% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 1.65% |
| Ashok Leyland Ltd | Industrials | Equity | 1.63% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 1.61% |
| Lloyds Metals and Energy Ltd | Materials | Equity | 1.53% |
| JSW Energy Ltd | Energy & Utilities | Equity | 1.51% |
| NMDC Ltd | Materials | Equity | 1.33% |
| APL Apollo Tubes Ltd | Industrials | Equity | 1.24% |
| Oracle Financial Services Software Ltd | Technology | Equity | 1.22% |
| Biocon Ltd | Healthcare | Equity | 1.20% |
| Thermax Ltd | Industrials | Equity | 1.15% |
| Max Financial Services Ltd | Financial | Equity | 1.11% |
| L&T Finance Holdings Ltd | Financial | Equity | 1.08% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 1.08% |
| Indian Bank | Financial | Equity | 1.07% |
| Bank of Maharashtra | Financial | Equity | 1.05% |
| Oil India Ltd | Energy & Utilities | Equity | 1.00% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 0.99% |
| AIA Engineering Ltd | Industrials | Equity | 0.76% |
| Tata Communications Ltd | Technology | Equity | 0.73% |
| Ajanta Pharma Ltd | Healthcare | Equity | 0.69% |
| Adani Total Gas Ltd | Energy & Utilities | Equity | 0.68% |
| NLC India Ltd | Energy & Utilities | Equity | 0.63% |
| Jindal Stainless Ltd | Materials | Equity | 0.52% |
| Linde India Ltd | Materials | Equity | 0.52% |
| Bank of India | Financial | Equity | 0.45% |
| 3M India Ltd | Diversified | Equity | 0.25% |
| Repo | Unspecified | Repo | 0.11% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 0.04% |
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 | +1.7% | -1.4% | +13.1% | +15.6% |
| Category average (Equity Mid Cap) | +1.7% | -2.5% | +10.3% | +13.5% |
| Rank (Equity Mid Cap) | -- | 26 | 3 | -- |
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) | |
|---|---|---|---|---|
 | +13.55% | +22.55% | 16,799.59 | |
 | +4.07% | +22.14% | 15,779.54 | |
 | +8.90% | +20.61% | 7,485.36 | |
 | +2.50% | +19.71% | 19,230.15 | |
 | +3.32% | +17.22% | 50,176.01 | |
| Compare | ||||
Fund management
NBSNitin Bharat SharmaJul 2025 - PresentView details
NBS
Nitin Bharat Sharma
Jul 2025 - 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 ₹2,24,588 Cr and the Latest NAV as of 09 Oct 2026 is ₹17.81.
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₹2,24,588.36 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,