Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan
Fund House: Tata Mutual Fund
Category: Index Fund
Status: Open Ended Schemes
Launch Date: 20-10-2022
Minimum Investment: 5000.0
Asset Class:
Minimum Topup: 1000.0
Benchmark: NIFTY Midcap 150 Momentum 50 TRI
Total Assets: 1043.79 As on (31-12-2025)
Expense Ratio: 1.05% As on (31-12-2025)
Turn over: 81.00% | Exit Load: 1. On or before 30 days from the date of allotment: 0.50% 2. After 30 days from the date of allotment: NIL.
NAV as on 16-01-2026
17.6136
0.0963
CAGR Since Inception
18.47%
NIFTY Midcap 150 Momentum 50 TRI 23.08%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan | 1.31 | 22.51 | - | - | 18.47 |
| NIFTY Midcap 150 Moment 50 TRI | 2.73 | 24.84 | 27.11 | 22.29 | 23.08 |
| Index Fund | 7.6 | 13.62 | 14.1 | 13.6 | 8.42 |
Funds Manager
FM-1 Nitin Sharma, FM-2 - Rakesh Prajapati
RETURNS CALCULATORS for Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Tata Nifty Midcap 150 Momentum 50 Index Fund Reg Gr | 20-10-2022 | 1.31 | 8.8 | 22.51 | 0.0 | 0.0 |
| Motilal Oswal Nifty MidSmall Financial Services Index Fund Reg Gr | 29-10-2024 | 35.13 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Nifty200 Value 30 Index Gr | 17-10-2024 | 26.38 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential NASDAQ 100 Index Fund Gr | 01-10-2021 | 26.05 | 28.2 | 34.34 | 0.0 | 0.0 |
| Motilal Oswal BSE Enhanced Value Index Fund Reg | 22-08-2022 | 25.33 | 18.59 | 31.43 | 0.0 | 0.0 |
| Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr | 14-08-2023 | 25.14 | 18.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Nifty India Defence Index Fund Reg Gr | 03-07-2024 | 24.55 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Nifty India Defence Fund Reg Gr | 30-08-2024 | 24.05 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Nifty Capital Market Index Fund Reg Gr | 16-12-2024 | 23.47 | 0.0 | 0.0 | 0.0 | 0.0 |
| Tata Nifty Capital Markets Index Fund Reg Gr | 24-10-2024 | 23.25 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan | 0.72 | - | - | - | - | - |
| Index Fund | - | - | - | - | - | - |