Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan Growth | Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan NAV Today [16.33], Performance & History

Other Index/ETF Direct

Regular

Direct

3 Year Absolute Returns

74.26% ↑

NAV (₹) on 02 Apr 2026

16.33

1 Day NAV Change

-0.50%

Risk Level

Very High Risk

Rating

Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan is a Equity mutual fund categorized under Index, offered by Tata Asset Management Ltd.. Launched on 04 Oct 2022, investors can start with a ... Read more

NAV History

Fund Details

Min. SIP Amount

₹150

Inception Date

04 Oct 2022

Min. Lumpsum Amount

₹ 5,000

Fund Age

3 Yrs

AUM

₹ 1,062.97 Cr.

Benchmark

NIFTY Midcap150 Momentum 50 Total Return

Expense Ratio

0.44%

Scheme Type

Open Ended

Exit Load

0.5%

Returns Calculator

Investment amount per month

₹1,000

Over the past

Would have become

On total investment of

*Calculation based on past performance of this fund.

Asset Allocation

AUM

₹ 1,062.97 Cr

Equity

200.2%

Money Market & Cash

0.1%

Sector Holdings

Sectors	Weightage
Finance - Banks - Private Sector	11.43%
Non-Banking Financial Company (NBFC)	11.11%
Finance & Investments	6.01%
Exchange Platform	5.07%
Auto - 2 & 3 Wheelers	5.03%
Pharmaceuticals	4.70%
Engines	4.42%
Finance - Banks - Public Sector	4.01%
Auto - LCVs/HCVs	3.96%
Finance - Mutual Funds	3.26%
Hospitals & Medical Services	3.09%
Financial Technologies (Fintech)	3.02%
IT Consulting & Software	2.96%
Power - Transmission/Equipment	2.93%
E-Commerce/E-Retail	2.80%
Airport & Airport Services	2.35%
Agro Chemicals/Pesticides	2.22%
Telecom Equipment	1.89%
Electric Equipment - Switchgear/Circuit Breaker	1.73%
Cables - Power/Others	1.72%
Telecom Services	1.71%
Refineries	1.66%
Aluminium	1.61%
Cement	1.49%
Chemicals - Others	1.46%
Tyres & Tubes	1.33%
Edible Oils & Solvent Extraction	1.25%
Auto Ancl - Electrical	1.11%
Fertilisers	1.03%
Steel - Tubes/Pipes	1.00%
Steel - Alloys/Special	0.99%
Castings/Foundry	0.58%
Diversified	0.44%
Paints/Varnishes	0.38%
LPG/CNG/PNG/LNG Bottling/Distribution	0.35%
CBLO/Reverse Repo	0.06%

See All

Stock Holdings

Name	Weightage	Value (in Cr.)	Sector
BSE LTD.	5.07%	₹ 53.92	Exchange Platform
HERO MOTOCORP LTD.	5.03%	₹ 53.45	Auto - 2 & 3 Wheelers
FEDERAL BANK LTD.	4.68%	₹ 49.71	Finance - Banks - Private Sector
CUMMINS INDIA LTD.	4.42%	₹ 47.02	Engines
AU SMALL FINANCE BANK LTD.	4.38%	₹ 46.54	Finance - Banks - Private Sector
MUTHOOT FINANCE LTD.	4.24%	₹ 45.05	Non-Banking Financial Company (NBFC)
ASHOK LEYLAND LTD.	3.96%	₹ 42.06	Auto - LCVs/HCVs
L&T FINANCE LTD.	3.30%	₹ 35.03	Non-Banking Financial Company (NBFC)
MAX FINANCIAL SERVICES LTD.	3.22%	₹ 34.26	Finance & Investments
FORTIS HEALTHCARE LTD.	3.09%	₹ 32.90	Hospitals & Medical Services
ONE 97 COMMUNICATIONS LTD.	3.02%	₹ 32.14	Financial Technologies (Fintech)
GE VERNOVA T&D INDIA LTD.	2.93%	₹ 31.14	Power - Transmission/Equipment
INDIAN BANK	2.87%	₹ 30.55	Finance - Banks - Public Sector
FSN E COMMERCE VENTURES LTD	2.80%	₹ 29.78	E-Commerce/E-Retail
ADITYA BIRLA CAPITAL LTD.	2.79%	₹ 29.70	Finance & Investments
HDFC ASSET MANAGEMENT COMPANY LTD.	2.55%	₹ 27.12	Finance - Mutual Funds
IDFC FIRST BANK LTD.	2.37%	₹ 25.20	Finance - Banks - Private Sector
GMR AIRPORTS LTD	2.35%	₹ 25.02	Airport & Airport Services
UPL LTD.	2.22%	₹ 23.57	Agro Chemicals/Pesticides
GLENMARK PHARMACEUTICALS LTD.	1.92%	₹ 20.38	Pharmaceuticals
INDUS TOWERS LTD.	1.89%	₹ 20.09	Telecom Equipment
MAHINDRA AND MAHINDRA FINANCIAL SERVICES LTD.	1.88%	₹ 19.97	Non-Banking Financial Company (NBFC)
HITACHI ENERGY INDIA LTD.	1.73%	₹ 18.42	Electric Equipment - Switchgear/Circuit Breaker
POLYCAB INDIA LTD.	1.72%	₹ 18.24	Cables - Power/Others
PERSISTENT SYSTEMS LTD.	1.67%	₹ 17.80	IT Consulting & Software
HINDUSTAN PETROLEUM CORPORATION LTD.	1.66%	₹ 17.63	Refineries
NATIONAL ALUMINIUM CO. LTD.	1.61%	₹ 17.08	Aluminium
LUPIN LTD.	1.53%	₹ 16.23	Pharmaceuticals
SRF LTD.	1.46%	₹ 15.55	Chemicals - Others
MRF LTD.	1.33%	₹ 14.18	Tyres & Tubes
VODAFONE IDEA LTD.	1.33%	₹ 14.18	Telecom Services
COFORGE LTD.	1.29%	₹ 13.69	IT Consulting & Software
MARICO LTD.	1.25%	₹ 13.30	Edible Oils & Solvent Extraction
BANK OF INDIA	1.14%	₹ 12.09	Finance - Banks - Public Sector
UNO MINDA LTD.	1.11%	₹ 11.79	Auto Ancl - Electrical
J K CEMENT LTD.	1.05%	₹ 11.12	Cement
COROMANDEL INTERNATIONAL LTD.	1.03%	₹ 10.90	Fertilisers
APL APOLLO TUBES LTD.	1.00%	₹ 10.64	Steel - Tubes/Pipes
JINDAL STAINLESS LTD.	0.99%	₹ 10.52	Steel - Alloys/Special
SUNDARAM FINANCE LTD.	0.93%	₹ 9.87	Non-Banking Financial Company (NBFC)
BIOCON LTD.	0.90%	₹ 9.58	Pharmaceuticals
SBI CARDS AND PAYMENT SERVICES LTD.	0.76%	₹ 8.06	Non-Banking Financial Company (NBFC)
NIPPON LIFE INDIA ASSET MANAGEMENT LTD.	0.71%	₹ 7.54	Finance - Mutual Funds
AIA ENGINEERING LTD.	0.58%	₹ 6.15	Castings/Foundry
3M INDIA LTD.	0.44%	₹ 4.70	Diversified
DALMIA BHARAT LTD.	0.44%	₹ 4.68	Cement
BERGER PAINTS INDIA LTD.	0.38%	₹ 4.08	Paints/Varnishes
BHARTI HEXACOM LTD	0.38%	₹ 4.01	Telecom Services
INDRAPRASTHA GAS LTD.	0.35%	₹ 3.71	LPG/CNG/PNG/LNG Bottling/Distribution
ABBOTT INDIA LTD.	0.35%	₹ 3.75	Pharmaceuticals
REPO	0.06%	₹ 0.68	Others

See All

Returns

	Annualised returns
	9M	1Y	2Y	3Y
Fund returns	-12.69%	-0.72%	0.41%	20.34%
Category returns	-5.61%	2.67%	4.86%	20.82%

Fund Objective

The investment objective of the scheme is to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.

AMC Details

Name

Tata Asset Management Ltd.

Date of Incorporation

30 Jun 1995

CEO

Mr. Prathit Bhobe

CIO

Mr. Rahul Singh

Type

Pvt.Sector-Indian

Address

1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra, India - 400051

Website

http://www.tatamutualfund.com

[email protected]

Top Funds from Others - Index Funds/ETFs

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
Kotak Nifty 50 Index Fund Index Regular	₹14.77	-1.96%	32.95%	0.00%	₹1,055	0.32%	Very High
Kotak Nifty 50 Index Fund Index Regular	₹14.77	-1.96%	32.94%	0.00%	₹1,055	0.32%	Very High
Kotak Nifty 50 Index Fund Index Regular	₹14.77	-1.96%	32.94%	0.00%	₹1,055	0.32%	Very High
Franklin India NSE Nifty 50 Index Fund Index Regular	₹183.33	-2.11%	32.83%	56.29%	₹765	0.63%	Very High
Tata Nifty 50 Index Fund - Regular Plan Index Regular	₹141.23	-2.16%	32.81%	56.93%	₹1,514	0.51%	Very High
Bandhan Nifty 50 Index Fund Index Regular	₹44.38	-2.19%	32.76%	56.81%	₹2,245	0.60%	Very High
Bandhan Nifty 50 Index Fund Index Regular	₹44.38	-2.19%	32.76%	56.81%	₹2,245	0.60%	Very High
Bandhan Nifty 50 Index Fund Index Regular	₹48.89	-2.19%	32.71%	56.75%	₹2,245	0.60%	Very High
Edelweiss Nifty 50 Index Fund Index Regular	₹12.92	-2.06%	32.65%	0.00%	₹259	0.25%	Very High
Edelweiss Nifty 50 Index Fund Index Regular	₹12.92	-2.06%	32.65%	0.00%	₹259	0.25%	Very High

Top Funds from Tata Asset Management Ltd.

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
Tata Nifty 50 Index Fund - Regular Plan Index Regular	₹141.23	-2.16%	32.81%	56.93%	₹1,514	0.51%	Very High
Tata Equity Savings Fund - Regular Plan Hybrid Regular	₹27	6.88%	32.55%	46.95%	₹285	1.15%	Low to Moderate
Tata Equity Savings Fund - Regular Plan Hybrid Regular	₹27	6.88%	32.55%	46.95%	₹285	1.15%	Low to Moderate
Tata Equity Savings Fund - Regular Plan - Growth Hybrid Regular	₹56.36	6.88%	32.55%	47.04%	₹285	1.15%	Low to Moderate
Tata Aggressive Hybrid Fund - Direct Plan Hybrid Direct	₹455.94	-1.21%	32.00%	61.74%	₹4,024	0.97%	Very High
Tata Large & Mid Cap Fund - Direct Plan Diversified Direct	₹508.48	-8.92%	31.96%	65.37%	₹8,143	0.72%	Very High
Tata Large & Mid Cap Fund - Direct Plan Diversified Direct	₹99.63	-8.92%	31.96%	65.44%	₹8,143	0.72%	Very High
Tata Large & Mid Cap Fund - Direct Plan Diversified Direct	₹99.63	-8.92%	31.96%	65.44%	₹8,143	0.72%	Very High
Tata Housing Opportunities Fund Sector Regular	₹12.87	-5.83%	30.60%	0.00%	₹502	2.39%	Very High
Tata Housing Opportunities Fund Sector Regular	₹12.87	-5.83%	30.60%	0.00%	₹502	2.39%	Very High

FAQs

What is the current NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan Growth?

The current Net Asset Value (NAV) of Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan Growth is ₹16.33 as of 02 Apr 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.

What is the fund size (AUM) of Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan Growth?

The Assets Under Management (AUM) of Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan Growth is ₹1,062.97 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the historical returns of Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan Growth?

Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan Growth has delivered returns of -0.72% (1 Year), 20.34% (3 Year), 0.00% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.

What is the risk level of Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan Growth?

Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan Growth has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan Growth?

The minimum lumpsum investment required for Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan Growth is ₹5,000. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹150, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.

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