Tata Nifty Midcap 150 Momentum 50 Index Fund Direct IDCW

Equity
Mid Cap
Very High Risk
+22.58%
3Y annualised
+1.13% 1D
1M
6M
1Y
3Y
All
NAV: 19 Dec 2025
₹18.32
Rating
2
Min. SIP amount
₹150
Fund size
₹1,060.42Cr

Returns calculator

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

Holdings (50)

NameSectorInstrumentAssets
ServicesEquity5.12%
FinancialEquity4.90%
HealthcareEquity4.61%
TechnologyEquity3.92%
TechnologyEquity3.71%
Capital GoodsEquity3.62%
ServicesEquity3.55%
ChemicalsEquity3.36%
ChemicalsEquity3.09%
ChemicalsEquity2.89%
HealthcareEquity2.89%
FinancialEquity2.81%
FinancialEquity2.61%
Capital GoodsEquity2.53%
FinancialEquity2.51%
Capital GoodsEquity2.50%
FinancialEquity2.47%
FinancialEquity2.41%
ChemicalsEquity2.24%
ServicesEquity2.17%
ServicesEquity2.16%
ConstructionEquity2.15%
CommunicationEquity2.11%
Consumer StaplesEquity2.10%
FinancialEquity1.90%
HealthcareEquity1.82%
Metals & MiningEquity1.82%
Capital GoodsEquity1.79%
EnergyEquity1.72%
AutomobileEquity1.62%
Metals & MiningEquity1.54%
FinancialEquity1.30%
TextilesEquity1.29%
Capital GoodsEquity1.22%
FinancialEquity1.14%
CommunicationEquity1.13%
ServicesEquity1.07%
ChemicalsEquity1.02%
HealthcareEquity0.84%
ConstructionEquity0.77%
AutomobileEquity0.72%
HealthcareEquity0.70%
HealthcareEquity0.65%
TextilesEquity0.64%
EnergyEquity0.61%
HealthcareEquity0.59%
Consumer DiscretionaryEquity0.55%
ConstructionEquity0.46%
ServicesEquity0.42%
Consumer StaplesEquity0.29%
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
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-7.6%22.6%21.1%
Category averageNA-1.3%20.5%NA
Rank with in categoryNA4619NA
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Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
3
-2.9%25.1%12,548.61
3
-3.1%22.3%1,957.21
2
-1.2%20.3%347.67

Expense ratio, exit load and tax

Expense ratio: 0.44%

Inclusive of GST

Exit load

Exit load of 0.50%, if redeemed within 30 days.

Stamp duty

0.005% (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%.

Understand terms
Check past data

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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