Tata Nifty Midcap 150 Momentum 50 Index Fund

Other Index/ETF Regular
Regular
Direct

3 Year Absolute Returns

70.73% ↑

NAV (₹) on 02 Apr 2026

15.93

1 Day NAV Change

-0.51%

Risk Level

Very High Risk

Rating

-

Tata Nifty Midcap 150 Momentum 50 Index Fund is a Equity mutual fund categorized under Index, offered by Tata Asset Management Ltd.. Launched on 04 Oct 2022, investors can start with a minimum SIP of ... 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
1.05%
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%

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
DALMIA BHARAT LTD. 0.44% ₹ 4.68 Cement
3M INDIA LTD. 0.44% ₹ 4.70 Diversified
BHARTI HEXACOM LTD 0.38% ₹ 4.01 Telecom Services
BERGER PAINTS INDIA LTD. 0.38% ₹ 4.08 Paints/Varnishes
ABBOTT INDIA LTD. 0.35% ₹ 3.75 Pharmaceuticals
INDRAPRASTHA GAS LTD. 0.35% ₹ 3.71 LPG/CNG/PNG/LNG Bottling/Distribution
REPO 0.06% ₹ 0.68 Others

Returns

Annualised returns
9M 1Y 2Y 3Y
Fund returns -13.10% -1.34% -0.24% 19.52%
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

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
-1.96% 32.95% 0.00% ₹1,055 0.32%
Very High
Kotak Nifty 50 Index Fund
Index Regular
-1.96% 32.94% 0.00% ₹1,055 0.32%
Very High
Kotak Nifty 50 Index Fund
Index Regular
-1.96% 32.94% 0.00% ₹1,055 0.32%
Very High
Franklin India NSE Nifty 50 Index Fund
Index Regular
-2.11% 32.83% 56.29% ₹765 0.63%
Very High
Tata Nifty 50 Index Fund - Regular Plan
Index Regular
-2.16% 32.81% 56.93% ₹1,514 0.51%
Very High
Bandhan Nifty 50 Index Fund
Index Regular
-2.19% 32.76% 56.81% ₹2,245 0.60%
Very High
Bandhan Nifty 50 Index Fund
Index Regular
-2.19% 32.76% 56.81% ₹2,245 0.60%
Very High
Bandhan Nifty 50 Index Fund
Index Regular
-2.19% 32.71% 56.75% ₹2,245 0.60%
Very High
Edelweiss Nifty 50 Index Fund
Index Regular
-2.06% 32.65% 0.00% ₹259 0.25%
Very High
Edelweiss Nifty 50 Index Fund
Index Regular
-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
-2.16% 32.81% 56.93% ₹1,514 0.51%
Very High
Tata Equity Savings Fund - Regular Plan
Hybrid Regular
6.88% 32.55% 46.95% ₹285 1.15%
Low to Moderate
Tata Equity Savings Fund - Regular Plan
Hybrid Regular
6.88% 32.55% 46.95% ₹285 1.15%
Low to Moderate
Tata Equity Savings Fund - Regular Plan - Growth
Hybrid Regular
6.88% 32.55% 47.04% ₹285 1.15%
Low to Moderate
Tata Aggressive Hybrid Fund - Direct Plan
Hybrid Direct
-1.21% 32.00% 61.74% ₹4,024 0.97%
Very High
Tata Large & Mid Cap Fund - Direct Plan
Diversified Direct
-8.92% 31.96% 65.37% ₹8,143 0.72%
Very High
Tata Large & Mid Cap Fund - Direct Plan
Diversified Direct
-8.92% 31.96% 65.44% ₹8,143 0.72%
Very High
Tata Large & Mid Cap Fund - Direct Plan
Diversified Direct
-8.92% 31.96% 65.44% ₹8,143 0.72%
Very High
Tata Housing Opportunities Fund
Sector Regular
-5.83% 30.60% 0.00% ₹502 2.39%
Very High
Tata Housing Opportunities Fund
Sector Regular
-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 Regular Growth?

The current Net Asset Value (NAV) of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth is ₹15.93 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 Regular Growth?

The Assets Under Management (AUM) of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular 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 Regular Growth?

Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth has delivered returns of -1.34% (1 Year), 19.52% (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 Regular Growth?

Tata Nifty Midcap 150 Momentum 50 Index Fund Regular 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 Regular Growth?

The minimum lumpsum investment required for Tata Nifty Midcap 150 Momentum 50 Index Fund Regular 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.

Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article

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