Tata Nifty Midcap 150 Index Fund - Direct (G) logo

Tata Nifty Midcap 150 Index Fund Direct Growth

Other

| Index Fund

NAV ₹10.68 as on 17 Nov 2025

RiskVery High

Fund Size₹159.24Cr

NAV₹10.68 as on 17 Nov 2025
RiskVery High
Fund Size₹159.24Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹5,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹1,000

Exit Load

0.25% of NAV if redeemed on or before 15 Days from the date of allotment. Nil - If redeemed on or after 15 Days from the date of allotment.

Basic Details

Age

0 years 5 months (Since Jun 19, 2025)

Return since Launch

6.83%

Expense ratio

0.11%

Type

OPEN

AUM (Fund Size)

₹159.24

Risk Grade

Very High

Benchmark

Nifty Midcap 150 TRI

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Select Duration
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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Nitin Sharma

Experience:

From 24th March, 2025 onwards With Tata Asset Management Private Limited as Dealer Investments & reporting to CIO. From November 2023 to 21st March 2025 With Share India Securities Ltd as Dealer for Institutional Dealing & reporting to Head of Equities. From October 2022 to October 2023 With Sharekhan Ltd as Dealer for Institutional Dealing & reporting to Manager. From May 2021 to September 2022 With Choice Equity Broking Pvt Ltd as Dealer for HNI Dealing & reporting to Director. From November 2019 to February 2021 With Globe Capital Market Ltd as Senior Wealth Manager for Dealing & reporting to Regional Head. From January 2016 to November 2019 With Namostute Trading Pvt Ltd (Angel Broking Ltd) as Branch Manager for Dealing & reporting to Director. From June 2014 to December 2015 With Kotak Securities (HO) as Assistant Manager for Dealing & reporting to Vice-president.

Asset Allocation

BSE 2.69%

Coforge 1.58%

HDFC AMC 1.45%

One 97 1.27%

Lupin 1.26%

H P C L 1.21%

Yes Bank 1.19%

SRF 1.13%

UPL 1.09%

Marico 1.01%

Swiggy 0.93%

B H E L 0.91%

Mphasis 0.84%

Voltas 0.84%

MRF 0.84%

Alkem Lab 0.82%

NHPC Ltd 0.71%

NMDC 0.70%

SBI Cards 0.70%

Blue Star 0.67%

360 ONE 0.66%

Oil India 0.63%

Biocon 0.59%

Uno Minda 0.59%

Tata Comm 0.59%

I R C T C 0.58%

S A I L 0.53%

Astral 0.47%

Thermax 0.33%

CRISIL 0.32%

H U D C O 0.32%

ACC 0.31%

NLC India 0.23%

3M India 0.22%

SJVN 0.17%

IDBI Bank 0.15%

F A C T 0.15%

I O B 0.11%

UCO Bank 0.10%

See All

Reverse Repo 0.20%

Net CA & Others -0.56%

See All
Scheme Holding Summary

Financial Services

BSE Ltd

2.69%

Capital Goods - Electrical Equipment

Automobile

IT - Software

Consumer Durables

Capital Goods-Non Electrical Equipment

Banks

UCO Bank

0.10%

Finance

Healthcare

Telecom Equipment & Infra Services

E-Commerce/App based Aggregator

Pharmaceuticals

Lupin Ltd

1.26%

Refineries

Chemicals

SRF Ltd

1.13%

Agro Chemicals

UPL Ltd

1.09%

Miscellaneous

Cables

FMCG

Castings, Forgings & Fastners

Realty

Tyres

MRF Ltd

0.84%

Retail

Power Generation & Distribution

NHPC Ltd

0.71%

SJVN Ltd

0.17%

Mining & Mineral products

NMDC Ltd

0.70%

Cement

ACC Ltd

0.31%

Readymade Garments/ Apparells

Fertilizers

Plastic products

Telecom-Service

Steel

Crude Oil & Natural Gas

Insurance

Quick Service Restaurant

Auto Ancillaries

Railways

Gas Distribution

Non Ferrous Metals

Hotels & Restaurants

Diamond, Gems and Jewellery

Infrastructure Developers & Operators

Logistics

Bearings

Paints/Varnish

Stock/ Commodity Brokers

Aerospace & Defence

Alcoholic Beverages

Tobacco Products

Trading

Credit Rating Agencies

Marine Port & Services

Diversified

Electronics

Debt Others

See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#9 in India
Total AUM₹2,17,939.09Cr
Date of Incorporation15 Mar 1994
Tata Nifty Midcap 150 Index Fund Direct Growth is a Other Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 19 Jun 2025. The fund currently has an Asset Under Management(AUM) of ₹2,17,939.09 Cr and the Latest NAV as of 17 Nov 2025 is ₹10.68.
The Tata Nifty Midcap 150 Index Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹5,000. Exit load of 0.25% of NAV if redeemed on or before 15 Days from the date of allotment. Nil - If redeemed on or after 15 Days from the date of allotment..
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Returns and Rankings

Category: Other Index Fund

1Y3Y5YAll
Fund returns----
Category average7.87%4.38%3.23%-
Rank within category000-

FAQ’s

What kind of returns does Tata Nifty Midcap 150 Index Fund Direct Growth provide?

Tata Nifty Midcap 150 Index Fund Direct Growth has given a return of NA% in the past 3 years.

What is the expense ratio charged by Tata Nifty Midcap 150 Index Fund Direct Growth?

The Expense Ratio charged by Tata Nifty Midcap 150 Index Fund Direct Growth is 0.11%.

What is the AUM size of Tata Nifty Midcap 150 Index Fund Direct Growth?

The AUM size of Tata Nifty Midcap 150 Index Fund Direct Growth is ₹159.24Cr.

What is the minimum SIP amount that you can invest in Tata Nifty Midcap 150 Index Fund Direct Growth?

₹100 is the minimum SIP amount that you can invest in Tata Nifty Midcap 150 Index Fund Direct Growth .

What are the top stock holdings of Tata Nifty Midcap 150 Index Fund Direct Growth?

The top stock holdings of Tata Nifty Midcap 150 Index Fund Direct Growth include , BSE Ltd , Suzlon Energy Ltd and GE Vernova T&D India Ltd.

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start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.