Q: What are the returns of Tata Nifty Midcap 150 Momentum 50 Index Fund?

The Tata Nifty Midcap 150 Momentum 50 Index Fund is a 2 yrs 11 m old fund and has delivered average annual returns of 20.93% since inception. Tata Nifty Midcap 150 Momentum 50 Index Fund Returns 1-Year Since Inception -6.39% 20.93%

Question 1

What is the current NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund?

Accepted Answer

The current Net Asset Value (NAV) of the Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Growth plan is approximately ₹17.6149 as of Sep 10, 2025.

Question 2

What are the returns of Tata Nifty Midcap 150 Momentum 50 Index Fund?

Accepted Answer

The Tata Nifty Midcap 150 Momentum 50 Index Fund is a 2 yrs 11 m old fund and has delivered average annual returns of 20.93% since inception.

Tata Nifty Midcap 150 Momentum 50 Index Fund Returns

1-Year	Since Inception
-6.39%	20.93%

Question 3

How much does Tata Nifty Midcap 150 Momentum 50 Index Fund charge as the expense ratio?

Accepted Answer

The Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Growth has an expense ratio of 1.04%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 4

What is the AUM or size of Tata Nifty Midcap 150 Momentum 50 Index Fund?

Accepted Answer

The Tata Nifty Midcap 150 Momentum 50 Index Fund currently has assets under management (AUM) or fund size valued at approximately ₹909 Crs crore as of Jun 30, 2025.

Question 5

What are the top stock holdings of Tata Nifty Midcap 150 Momentum 50 Index Fund?

Accepted Answer

The Tata Nifty Midcap 150 Momentum 50 Index Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
BSE Ltd.	7.69%
Max Healthcare Institute Ltd.	4.78%
Coforge Ltd.	4.7%
The Indian Hotels Company Ltd.	4.63%
Persistent Systems Ltd.	4.6%
PB Fintech Ltd.	4.51%
Dixon Technologies (India) Ltd.	4.25%
Lupin Ltd.	3.8%
The Federal Bank Ltd.	3.44%
Fortis Healthcare Ltd.	3.2%

Question 6

What are the top sectors Tata Nifty Midcap 150 Momentum 50 Index Fund has invested in?

Accepted Answer

The Tata Nifty Midcap 150 Momentum 50 Index Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
BSE Ltd.	7.69%
Max Healthcare Institute Ltd.	4.78%
Coforge Ltd.	4.7%
The Indian Hotels Company Ltd.	4.63%
Persistent Systems Ltd.	4.6%
PB Fintech Ltd.	4.51%
Dixon Technologies (India) Ltd.	4.25%
Lupin Ltd.	3.8%
The Federal Bank Ltd.	3.44%
Fortis Healthcare Ltd.	3.2%

Question 7

What is the risk level of Tata Nifty Midcap 150 Momentum 50 Index Fund?

Accepted Answer

This is a Mid Cap Index fund comes with Very High risk.

Question 8

Is there any lock-in period in Tata Nifty Midcap 150 Momentum 50 Index Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 9

How do I invest in Tata Nifty Midcap 150 Momentum 50 Index Fund Regular - Growth?

Accepted Answer

Tata Nifty Midcap 150 Momentum 50 Index Fund Regular - Growth is the regular plan of the fund. For this plan of you pay 1.04% as annual charges. On the other hand if you go for the direct plan available on ET Money, you pay 0.43%. That's 0.6100000000000001% less.

Regular plans charge more because when you buy them, the fund pays commission to the agent. This is an additional expense for the fund and to cover this expense, the fund takes a bigger share from the returns generated by your investments.

So, the lower annual cost of the direct plan means you will earn 0.6100000000000001% if you opt for direct plan of Tata Nifty Midcap 150 Momentum 50 Index Fund

Question 10

How can I redeem my investments in Tata Nifty Midcap 150 Momentum 50 Index Fund?

Accepted Answer

Redeeming your investments in Tata Nifty Midcap 150 Momentum 50 Index Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Tata Nifty Midcap 150 Momentum 50 Index Fund from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	1.04% as on Aug 31, 2025
Plan type	Regular
Exit load	0.5% Exit load of 0.50%, if redeemed within 30 days.!
AUM (Fund size)	₹909 Cr
Lock-in Period	Nil
Age	2 yrs 11 m since Oct 04, 2022
Benchmark	NIFTY Midcap 150 Moment 50 TRI
Min. investment	This scheme is currently not buyable
Risk	Very High
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%

Period	This fund	Category average
1 Month	1.09%	2.32%
3 Months	-4.13%	-2.33%
6 Months	18.27%	18.05%
1 Year	-6.39%	-3.37%
2 Years	17.92%	16.53%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Tata Nifty Midcap 150 Momentum 50 Index Fund	1.09%	18.27%	-6.39%	N.A.	N.A.	N.A.
Motilal Oswal Nifty Midcap 150 Index Fund	2.54%	19.08%	-0.99%	21.13%	27.71%	14.35%
HDFC NIFTY Midcap 150 Index Fund	2.5%	18.9%	-1.23%	22.46%	12.93%	6.27%
SBI Nifty Midcap 150 Index Fund	2.5%	18.88%	-1.28%	22.95%	13.2%	6.39%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund	1.14%	18.61%	-5.67%	21.71%	12.51%	6.07%
Navi Nifty Midcap 150 Index Fund	2.49%	18.75%	-1.24%	20.86%	15.3%	7.38%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Tata Nifty Midcap 150 Momentum 50 Index Fund	N.A.	N.A.	N.A.	N.A.
Motilal Oswal Nifty Midcap 150 Index Fund	15.8	0.99	0.89	1.33
HDFC NIFTY Midcap 150 Index Fund	N.A.	N.A.	N.A.	N.A.
SBI Nifty Midcap 150 Index Fund	N.A.	N.A.	N.A.	N.A.
Edelweiss Nifty Midcap150 Momentum 50 Index Fund	N.A.	N.A.	N.A.	N.A.
Navi Nifty Midcap 150 Index Fund	15.73	0.99	0.88	1.31

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Tata Nifty Midcap 150 Momentum 50 Index Fund	N.A.	909 Cr	2 yrs 11 m	1.04%
Motilal Oswal Nifty Midcap 150 Index Fund	N.A.	2,502 Cr	6 yrs	0.26%
HDFC NIFTY Midcap 150 Index Fund	N.A.	388 Cr	2 yrs 5 m	0.3%
SBI Nifty Midcap 150 Index Fund	N.A.	883 Cr	2 yrs 11 m	0.4%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund	N.A.	1,144 Cr	2 yrs 10 m	0.4%
Navi Nifty Midcap 150 Index Fund	N.A.	286 Cr	3 yrs 6 m	0.26%

Tata Nifty Midcap 150 Momentum 50 Index Fund Regular - Growth

Historical NAV & returns

Tata Nifty Midcap 150 Momentum 50 Index Fund overview

Tata Nifty Midcap 150 Momentum 50 Index Fund Returns calculator

Trailing returns as on Sep 01, 2025

Asset allocationas on May 31, 2025

Peer comparison

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

Compare Tata Nifty Midcap 150 Momentum 50 Index Fund in detail with

About this fund

About Tata Nifty Midcap 150 Momentum 50 Index Fund

Fund managers

Investment objective

Tata Mutual Fund details

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Frequently asked questions

Tata Nifty Midcap 150 Momentum 50 Index Fund Returns

ET Money rank

Fund AUM	909 Cr as on May 31, 2025
Scheme document	View Scheme Document

No. of schemes	60 view all schemes
Total AUM	1,96,797 Cr as on Jun 30, 2025
Address	9th Floor, Mafatlal Centre, Nariman Point, Mumbai, 400021
Email	service@tataamc.com
Phone	1800-209-0101

Fund name	ETM Rank	AUM	1Y	5Y
Tata Small Cap Fund	N.A.	10,529 Cr	-6.17%	30.29%
Tata Infrastructure Fund	N.A.	2,227 Cr	-12.98%	28.48%
Tata Mid Cap Fund	N.A.	4,701 Cr	-3.77%	24.82%
Tata Resources & Energy Fund	N.A.	1,118 Cr	0.34%	22.25%
Tata Digital India Fund	N.A.	11,688 Cr	-9.5%	21.7%
Tata Value Fund	N.A.	8,506 Cr	-7.77%	21.3%

Sector	Percentage of Portfolio
Services	21.009999999999998%
Healthcare	16.46%
Capital Goods	14.709999999999999%
Technology	13.139999999999999%
Financial	7.73%
Energy	5.49%
Construction	5.35%
Consumer Discretionary	5.12%
Chemicals	4.12%
Communication	2.33%