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Tata Nifty Midcap 150 Momentum 50 Index Fund Direct - Growth

NAV as of Jun 05, 2025Returns since inceptionET Money RankAUM (Fund size)
25.38% p.a.
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825 Crs

Historical NAV & returns

NAV: ₹18.4279 as on Jun 05, 2025
This fund Category average
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This fund Category average

Tata Nifty Midcap 150 Momentum 50 Index Fund overview

Expense ratio0.43% as on May 31, 2025
Exit load0.25%info
Exit load of 0.25%, if redeemed within 90 days!
AUM (Fund size)825 Crs
Lock-inNo Lockin
Age2 yrs 8 m since Oct 04, 2022
BenchmarkNIFTY Midcap 150 Moment 50 TRI
Min. investmentThis scheme is currently not buyable
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, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Tata Nifty Midcap 150 Momentum 50 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 Jun 01, 2025

PeriodThis fundCategory average
1 Month 9.79% 9.34%
3 Months 19.18% 17.44%
6 Months -6.99% -2.2%
1 Year 3.3% 7.86%
2 Years 32.48% 28.92%

Asset allocationas on Apr 30, 2025

Large Cap 9.332116%

Mid Cap 90.797884%

Small Cap 0.0%

Other Cap 0.0%

Top sectors

Services 20.169999999999998%

Healthcare 17.49%

Capital Goods 14.629999999999999%

Technology 12.89%

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 0.06%

Other Holdings

Others 0.06%

Peer comparison

Fund nameETM RankAUM (in Crs.)Fund ageExpense ratio
Tata Nifty Midcap 150 Momentum 50 Index FundN.A.₹825 Crs2 yrs 8 m0.43%
Motilal Oswal Nifty Midcap 150 Index FundN.A.₹2,126 Crs5 yrs 9 m0.26%
HDFC NIFTY Midcap 150 Index FundN.A.₹291 Crs2 yrs 2 m0.3%
Edelweiss Nifty Midcap150 Momentum 50 Index FundN.A.₹802 Crs2 yrs 6 m0.38%
SBI Nifty Midcap 150 Index FundN.A.₹768 Crs2 yrs 8 m0.45%
Fund name1M6M1Y3Y5Y10Y
Tata Nifty Midcap 150 Momentum 50 Index Fund9.79%-6.99%3.3%N.A.N.A.N.A.
Motilal Oswal Nifty Midcap 150 Index Fund9.36%-0.76%9.97%27.38%32.04%14.31%
HDFC NIFTY Midcap 150 Index Fund9.33%-0.9%9.64%22.34%12.86%6.24%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund9.78%-6.86%4.03%22.66%13.04%6.32%
SBI Nifty Midcap 150 Index Fund9.34%-0.92%9.63%22.83%13.13%6.36%
Fund nameStd. deviationBetaSharpeSortino
Tata Nifty Midcap 150 Momentum 50 Index FundN.A.N.A.N.A.N.A.
Motilal Oswal Nifty Midcap 150 Index Fund17.011.01.11.6
HDFC 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.
SBI Nifty Midcap 150 Index FundN.A.N.A.N.A.N.A.

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 Momentum 50 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 2 Years.
  • Return/Risk: The fund is performing poorly than its category.
  • Exit Load: Exit load of 0.25%, if redeemed within 90 days