Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Equity
Mid Cap
Very High Risk
+24.73%
3Y annualised
-1.52% 1D
1M
6M
1Y
3Y
All
NAV: 27 Feb '26
₹18.16
Min. for SIP
₹150
Fund size
₹1,022.52 Cr
Expense ratio
0.44%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,991
-0.06%
6 months₹30,000₹30,147
+0.49%
1 year₹60,000₹61,892
+3.15%
3 years₹1,80,000₹2,14,614
+19.23%

Holdings (50)

NameSectorInstrumentsAssets
BSE Ltd.ServicesEquity5.35%
Hero Motocorp Ltd.AutomobileEquity4.97%
Muthoot Finance Ltd.FinancialEquity4.94%
AU Small Finance Bank Ltd.FinancialEquity4.58%
The Federal Bank Ltd.FinancialEquity4.58%
Cummins India Ltd.Capital GoodsEquity3.79%
Ashok Leyland Ltd.AutomobileEquity3.76%
L&T Finance Ltd.FinancialEquity3.39%
One97 Communications Ltd.ServicesEquity3.19%
Max Financial Services Ltd.FinancialEquity2.93%
Fortis Healthcare Ltd.HealthcareEquity2.85%
Aditya Birla Capital Ltd.FinancialEquity2.81%
IDFC First Bank Ltd.FinancialEquity2.75%
Indian BankFinancialEquity2.70%
FSN E-Commerce Ventures Ltd.ServicesEquity2.56%
GE Vernova T&D India LtdCapital GoodsEquity2.51%
UPL Ltd.ChemicalsEquity2.50%
HDFC Asset Management Company Ltd.FinancialEquity2.43%
GMR Airports Ltd.ConstructionEquity2.24%
Persistent Systems Ltd.TechnologyEquity2.18%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity1.92%
Indus Towers Ltd.CommunicationEquity1.88%
Glenmark Pharmaceuticals Ltd.HealthcareEquity1.84%
Coforge Ltd.TechnologyEquity1.83%
National Aluminium Company Ltd.Metals & MiningEquity1.78%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.65%
SRF Ltd.ChemicalsEquity1.64%
Lupin Ltd.HealthcareEquity1.46%
Polycab India Ltd.Capital GoodsEquity1.43%
Vodafone Idea Ltd.CommunicationEquity1.43%
Hitachi Energy India Ltd.Capital GoodsEquity1.30%
MRF Ltd.AutomobileEquity1.28%
Marico Ltd.Consumer StaplesEquity1.18%
UNO Minda Ltd.AutomobileEquity1.13%
Bank of IndiaFinancialEquity1.08%
Coromandel International Ltd.ChemicalsEquity1.08%
Jindal Stainless Ltd.Metals & MiningEquity1.07%
JK Cement Ltd.ConstructionEquity1.04%
APL Apollo Tubes Ltd.Metals & MiningEquity0.94%
Sundaram Finance Ltd.FinancialEquity0.91%
Biocon Ltd.HealthcareEquity0.86%
SBI Cards And Payment Services Ltd.FinancialEquity0.75%
Nippon Life India Asset Management Ltd.FinancialEquity0.68%
AIA Engineering Ltd.Metals & MiningEquity0.61%
Dalmia Bharat Ltd.ConstructionEquity0.47%
3M India Ltd.Consumer StaplesEquity0.41%
Berger Paints India Ltd.ChemicalsEquity0.40%
Abbott India Ltd.HealthcareEquity0.37%
Bharti Hexacom Ltd.CommunicationEquity0.37%
Indraprastha Gas Ltd.EnergyEquity0.37%
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
Name6M1Y3YAll
Fund returns+3.6%+21.0%+24.7%+19.4%
Category average (Equity Mid Cap)-0.0%+2.0%+21.6%--
Rank (Equity Mid Cap)--3414--

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

Name1Y3YFund Size(Cr)
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Edelweiss Mid Cap Direct Plan Growth
Edelweiss Mid Cap Direct Plan Growth
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Nippon India Growth Mid Cap Fund Direct Growth
Nippon India Growth Mid Cap Fund Direct Growth
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HDFC Mid Cap Fund Direct Growth
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Fund management

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. Rakesh Prajapati 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 ₹2,22,493 Cr and the Latest NAV as of 27 Feb 2026 is ₹18.16. 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. ;

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₹2,22,493.35 Cr
Date of Incorporation30 Jun 1995
Launch Date30 Jun 1995
Address9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
CustodianStandard Chartered Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,