Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G) logo

Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Other

| Index Fund

NAV ₹18.77 as on 17 Nov 2025

RiskVery High

Fund Size₹1,014.31Cr

NAV₹18.77 as on 17 Nov 2025
RiskVery High
Fund Size₹1,014.31Cr

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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

₹150

Min Additional Amount

₹1,000

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.

Basic Details

Age

3 years 1 months (Since Oct 20, 2022)

Return since Launch

22.69%

Expense ratio

0.44%

Type

OPEN

AUM (Fund Size)

₹1,014.31

Risk Grade

Very High

Benchmark

NIFTY Midcap 150 Momentum 50 Index (TRI)

Calculate Your Returns
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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.

Scheme Holding Summary

Healthcare

Miscellaneous

Financial Services

BSE Ltd

4.49%

Capital Goods - Electrical Equipment

IT - Software

Aerospace & Defence

E-Commerce/App based Aggregator

Chemicals

SRF Ltd

3.18%

Finance

Consumer Durables

Fertilizers

Banks

Cement

Agro Chemicals

UPL Ltd

2.19%

FMCG

Telecom Equipment & Infra Services

Capital Goods-Non Electrical Equipment

Refineries

Pharmaceuticals

Lupin Ltd

1.77%

Tyres

MRF Ltd

1.72%

Mining & Mineral products

Readymade Garments/ Apparells

Telecom-Service

Quick Service Restaurant

Paints/Varnish

Auto Ancillaries

Gas Distribution

Diamond, Gems and Jewellery

Credit Rating Agencies

Infrastructure Developers & Operators

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 Momentum 50 Index Fund Direct Growth is a Other Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 20 Oct 2022. 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 ₹18.77.
The Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹150 . Minimum Lumpsum Investment is ₹5,000. Exit load of 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL..
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Returns and Rankings

Category: Other Index Fund

1Y3Y5YAll
Fund returns3.39%7.20%-7.05%
Category average7.87%4.38%3.23%-
Rank within category2091336-

FAQ’s

What kind of returns does Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth provide?

Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth has given a return of 23.20% in the past 3 years.

What is the expense ratio charged by Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth?

The Expense Ratio charged by Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth is 0.44%.

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

The AUM size of Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth is ₹1,014.31Cr.

What is the minimum SIP amount that you can invest in Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth?

₹150 is the minimum SIP amount that you can invest in Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth .

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

The top stock holdings of Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth include , Max Healthcare Institute Ltd , Fortis Healthcare Ltd and Max Financial Services Ltd.

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start building your wealth journey

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