Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Equity
Mid Cap
Very High Risk
1M
6M
1Y
All
NAV: 20 Jun 2025₹18.42
Min. SIP amount₹150
RatingNA
Fund size₹908.54Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (50)

NameSectorInstrumentAssets
ServicesEquity7.69%
HealthcareEquity4.78%
TechnologyEquity4.70%
ServicesEquity4.63%
TechnologyEquity4.60%
ServicesEquity4.51%
Capital GoodsEquity4.25%
HealthcareEquity3.80%
FinancialEquity3.44%
HealthcareEquity3.20%
Consumer DiscretionaryEquity2.73%
Consumer DiscretionaryEquity2.39%
Capital GoodsEquity2.34%
CommunicationEquity2.33%
TechnologyEquity2.30%
Capital GoodsEquity2.24%
ServicesEquity2.19%
ChemicalsEquity2.15%
FinancialEquity2.04%
ChemicalsEquity1.97%
EnergyEquity1.66%
EnergyEquity1.61%
Metals & MiningEquity1.55%
TextilesEquity1.55%
TechnologyEquity1.54%
ConstructionEquity1.46%
Capital GoodsEquity1.44%
Capital GoodsEquity1.41%
HealthcareEquity1.31%
EnergyEquity1.29%
ServicesEquity1.27%
ConstructionEquity1.13%
Capital GoodsEquity1.07%
HealthcareEquity1.06%
AutomobileEquity0.99%
ConstructionEquity0.97%
EnergyEquity0.93%
ConstructionEquity0.91%
ConstructionEquity0.88%
HealthcareEquity0.86%
FinancialEquity0.86%
Capital GoodsEquity0.85%
HealthcareEquity0.76%
FinancialEquity0.74%
ServicesEquity0.72%
HealthcareEquity0.69%
FinancialEquity0.65%
Capital GoodsEquity0.60%
Consumer StaplesEquity0.55%
Capital GoodsEquity0.51%
See All

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹150

Returns and rankings

Category: Equity Mid Cap
Absolute returns
3M6M1YAll
Fund returns22.4%-7.8%-1.4%83.6%
Category averageNANA2.2%NA
Rank with in category54540NA
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Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
9.4%37.5%30,401.09
5
6.2%34.1%79,717.67
4
7.1%33.0%36,836.07
4
7.6%31.7%12,344.49
4
0.3%24.6%22,406.12

Expense ratio, exit load and tax

Expense ratio: 0.43%

Inclusive of GST

Exit load

Exit load of 0.25%, if redeemed within 90 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund management

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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