close
Sucess

Great! You have sucessfully subscribed for newsletters for investments

Subscribed email:

Tata Nifty Midcap 150 Index Fund Direct-Growth

NAV as of Oct 20, 2025Returns since inceptionET Money RankAUM (Fund size)
1.41%
App exclusive play store apple store
143 Cr

Historical NAV & returns

NAV: ₹10.4133 as on Oct 20, 2025
This fund Category average
Loading...
This fund Category average

Tata Nifty Midcap 150 Index Fund overview

Expense ratio0.1% as on Sep 30, 2025
Exit load0.25%info
Exit load of 0.25%, if redeemed within 15 days.!
AUM (Fund size)143 Cr
Lock-in PeriodNil
Age4 m since Jun 02, 2025
BenchmarkNIFTY Midcap 150 TRI
Min. investment

SIP: 500 & Lumpsum: 5000

RiskVery HighVery High Risk
Short term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Tata Nifty Midcap 150 Index Fund Returns calculator

Investment type
Investment period
Investment period
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
  • Total investment ₹ 12 lakh
  • Profit ₹12 lakhs
  • Total corpus ₹1 lakh
  • Absolute return 52.69%

Trailing returns as on Oct 17, 2025

PeriodThis fundCategory average
1 Month 2.56% 2.44%
3 Months 2.08% 1.58%

Asset allocationas on Sep 30, 2025

Large Cap 4.08%

Mid Cap 93.64%

Small Cap 2.86%

Other Cap 0%

Top sectors

Financial 18.68%

Capital Goods 11.78%

Services 11.099999999999998%

Healthcare 8.73%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Repo 0.63%

Other Holdings

Others 0.63%

Peer comparison

Fund name1M6M1Y3Y5Y10Y
Tata Nifty Midcap 150 Index Fund2.56%N.A.N.A.N.A.N.A.N.A.
Motilal Oswal Nifty Midcap 150 Index Fund2.56%11.67%7.08%23.72%28.03%14.58%
HDFC NIFTY Midcap 150 Index Fund2.56%11.57%6.83%23.27%13.37%6.48%
SBI Nifty Midcap 150 Index Fund2.56%11.56%6.8%23.38%13.65%6.6%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund3.02%8.47%-0.19%22.22%12.8%6.21%
Navi Nifty Midcap 150 Index Fund2.48%11.45%6.67%23.3%15.74%7.58%
Fund nameStd. deviationBetaSharpeSortino
Tata Nifty Midcap 150 Index FundN.A.N.A.N.A.N.A.
Motilal Oswal Nifty Midcap 150 Index Fund15.660.990.971.35
HDFC NIFTY Midcap 150 Index FundN.A.N.A.N.A.N.A.
SBI Nifty Midcap 150 Index FundN.A.N.A.N.A.N.A.
Edelweiss Nifty Midcap150 Momentum 50 Index FundN.A.N.A.N.A.N.A.
Navi Nifty Midcap 150 Index Fund15.610.990.951.35
Fund nameETM RankAUMFund ageExpense ratio
Tata Nifty Midcap 150 Index FundN.A.143 Cr4 m0.1%
Motilal Oswal Nifty Midcap 150 Index FundN.A.2,631 Cr6 yrs 2 m0.26%
HDFC NIFTY Midcap 150 Index FundN.A.406 Cr2 yrs 6 m0.3%
SBI Nifty Midcap 150 Index FundN.A.905 Cr3 yrs 1 m0.4%
Edelweiss Nifty Midcap150 Momentum 50 Index FundN.A.1,184 Cr2 yrs 11 m0.42%
Navi Nifty Midcap 150 Index FundN.A.324 Cr3 yrs 8 m0.26%

Key risk & return ratios Compared to other funds in the category

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare Tata Nifty Midcap 150 Index Fund in detail with

ET Money rank

in Mid Cap Index
#NA
Ranking for this fund is unavailable.
  • Return Outperformance: This fund has generated highest return amongst Mid Cap Index funds in the last 1 Month.
  • Expense Ratio: This fund has the lowest expense ratio amongst actively/passively managed Mid Cap Index funds.
  • Return/Risk: The fund is performing poorly than its category.
  • Exit Load: Exit load of 0.25%, if redeemed within 15 days.