Tata Nifty Midcap 150 Momentum 50 Index Fund Growth

Tata Nifty Midcap 150 Momentum 50 Index Fund Growth

+21.03%
3Y annualised
-0.56% 1D
1M
6M
1Y
3Y
All
NAV: 15 May '26
₹17.76
Min. for SIP
₹150
Fund size (AUM)
₹1,123.21 Cr
Expense ratio
1.00%
Rating
2

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,474
+3.16%
6 months₹30,000₹30,584
+1.95%
1 year₹60,000₹60,770
+1.28%
3 years₹1,80,000₹2,01,837
+12.13%

Holdings (50)

NameSectorInstrumentsAssets
BSE Ltd.ServicesEquity6.89%
Cummins India Ltd.Capital GoodsEquity4.80%
AU Small Finance Bank Ltd.FinancialEquity4.68%
Hero Motocorp Ltd.AutomobileEquity4.53%
The Federal Bank Ltd.FinancialEquity4.52%
Muthoot Finance Ltd.FinancialEquity4.37%
GE Vernova T&D India LtdCapital GoodsEquity3.43%
L&T Finance Ltd.FinancialEquity3.28%
Ashok Leyland Ltd.AutomobileEquity3.07%
Fortis Healthcare Ltd.HealthcareEquity3.06%
One97 Communications Ltd.ServicesEquity3.05%
Max Financial Services Ltd.FinancialEquity2.84%
Aditya Birla Capital Ltd.FinancialEquity2.83%
FSN E-Commerce Ventures Ltd.ServicesEquity2.82%
HDFC Asset Management Company Ltd.FinancialEquity2.59%
Indian BankFinancialEquity2.49%
Hitachi Energy India Ltd.Capital GoodsEquity2.30%
GMR Airports Ltd.ConstructionEquity2.28%
IDFC First Bank Ltd.FinancialEquity2.27%
UPL Ltd.ChemicalsEquity2.25%
Glenmark Pharmaceuticals Ltd.HealthcareEquity2.18%
National Aluminium Company Ltd.Metals & MiningEquity1.83%
Indus Towers Ltd.CommunicationEquity1.72%
Persistent Systems Ltd.TechnologyEquity1.71%
Polycab India Ltd.Capital GoodsEquity1.63%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity1.57%
Lupin Ltd.HealthcareEquity1.54%
SRF Ltd.ChemicalsEquity1.45%
Hindustan Petroleum Corporation Ltd.EnergyEquity1.43%
Coforge Ltd.TechnologyEquity1.31%
Vodafone Idea Ltd.CommunicationEquity1.30%
MRF Ltd.AutomobileEquity1.24%
Marico Ltd.Consumer StaplesEquity1.24%
UNO Minda Ltd.AutomobileEquity1.05%
JK Cement Ltd.ConstructionEquity0.99%
Jindal Stainless Ltd.Metals & MiningEquity0.99%
Coromandel International Ltd.ChemicalsEquity0.92%
Bank of IndiaFinancialEquity0.91%
APL Apollo Tubes Ltd.Metals & MiningEquity0.86%
Biocon Ltd.HealthcareEquity0.84%
Nippon Life India Asset Management Ltd.FinancialEquity0.78%
Sundaram Finance Ltd.FinancialEquity0.77%
SBI Cards And Payment Services Ltd.FinancialEquity0.64%
AIA Engineering Ltd.Metals & MiningEquity0.60%
Dalmia Bharat Ltd.ConstructionEquity0.42%
Berger Paints India Ltd.ChemicalsEquity0.40%
3M India Ltd.Consumer StaplesEquity0.40%
Bharti Hexacom Ltd.CommunicationEquity0.36%
Abbott India Ltd.HealthcareEquity0.34%
Indraprastha Gas Ltd.EnergyEquity0.34%
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-2.4%+1.9%+21.0%+17.5%
Category average (Equity Mid Cap)-0.0%+2.0%+21.6%--
Rank (Equity Mid Cap)--5227--

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

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Fund management

About Tata Nifty Midcap 150 Momentum 50 Index Fund Growth

Tata Nifty Midcap 150 Momentum 50 Index Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,27,427 Cr and the Latest NAV as of 15 May 2026 is ₹17.76. The Tata Nifty Midcap 150 Momentum 50 Index Fund 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₹2,27,426.65 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,