Tata Nifty Midcap 150 Index Fund Regular-Growth
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Equity, Mid Cap, Principal at very high risk
1 Year Return 0.0% at 22 Dec 2025 06:24 PM
Fund Details
NAV 10.4703
Sub-Type Mid Cap
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 0.51
Fund Size(in Crores) 179.05
Fund Performance
1 Month -1.3%
3 Month 0.84%
6 Month 0.0%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.61%) Market Cap Mid Cap 15.3 Small Cap 38.98 Large Cap 43.33 Top Sectors Consumer Staples 22.83 Healthcare 17.71 Automobile 17.07 Capital Goods 11.8 Metals & Mining 9.93 Technology 8.51 Chemicals 4.31 Textiles 2.11 Construction 1.98 Materials 1.36 Top Holding Chemplast Sanmar 0.44 Tata Consultancy 1.96 Hyundai Motor 1.93 Dr. Reddy's Laboratories 1.79 Ingersoll-Rand 1 Honeywell Automation India 1 EPL 1.36 Colgate-Palmolive (India) 1.01 Britannia Industries 3.29 Tatva Chintan Pharma Chem 1.4 ABB India 1.09 Gulf Oil Lubricants India 0.99 Cummins India 1.92 Kalpataru Projects Intl. 1.8 Cognizant Technology Solutions Corp. 1.79 Sona BLW Precision Forgings 3.05 Vedanta 4.89 Schaeffler India 0.05 Procter & Gamble Hygiene and Health Care 2.2 ZF Commercial 3.33 Syngene International 1.05 Hindustan Unilever 7.42 Aurobindo Pharma 2.68 United Breweries 2.42 PI Industries 1.47 RHI Magnesita 0.77 Pearl Global Industries 2.11 Gland Pharma 2.71 Coforge 2.21 Nestle India 4.29 SKF India (Industrial) 0.87 Tenneco Clean Air India 2.09 Maruti Suzuki India 6.03 Pfizer 1.59 Astrazeneca Pharma India 0.05 Sun Pharmaceutical Industries 3.81 FDC 1.15 Procter & Gamble Health 0.22 AIA Engineering 2.59 CIE Automotive India 2.45 Rolex Rings 1 Tata Motors Passenger Vehicles 0.65 Infosys 2.55 Abbott India 1.08 Siemens 1.71 Sudeep Pharma 1.57 Bayer CropScience 0.02 United Spirits 2.18 Triveni Turbine 1.98 SKF India 0.61
Debt & Others (2.39%) Sector Allocation Net Payables -0.11 Repo 1.62 Cash Margin 0.88 Debt Credit Ratings Debt Category Others 2.39
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -0.65% Ret 1Y 2.17% Ret 3Y 20.33% Ret 5Y 20.79%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -0.65% Ret 1Y 2.17% Ret 3Y 20.33% Ret 5Y 20.79%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -0.65% Ret 1Y 2.17% Ret 3Y 20.33% Ret 5Y 20.79%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -1.26% Ret 1Y 2.15% Ret 3Y 21.88% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -1.26% Ret 1Y 2.15% Ret 3Y 21.88% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -1.26% Ret 1Y 2.15% Ret 3Y 21.88% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -2.16% Ret 1Y -0.51% Ret 3Y 18.35% Ret 5Y 18.16%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -2.16% Ret 1Y -0.51% Ret 3Y 18.35% Ret 5Y 18.16%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -2.16% Ret 1Y -0.51% Ret 3Y 18.35% Ret 5Y 18.16%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -0.68% Ret 1Y 5.27% Ret 3Y 23.92% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -0.68% Ret 1Y 5.27% Ret 3Y 23.92% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.06%
Exit Load 0.25%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Kapil Menon
Education Mr. Menon has done B.Com
Experience He has been working with Tata Mutual Fund since 2006
Rakesh Prajapati
Education Mr. Prajapati has done B.Com
Experience Prior to joining Tata Mutual Fund, he was working with ICICI Securities Ltd., JM Financial, Edelweiss Securities Ltd. and IDFC Securities Ltd
Nitin Bharat Sharma
Education MFM, BAF(Bachelor of Commerce Accounting & Finance)
Experience Prior to joining the Tata MF, he was associated with Share India Securities Ltd, Sharekhan Ltd, Choice Equity Broking Pvt Ltd, Globe Capital Market Ltd. Angel Broking Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 0
Date of Incorporation 2025-06-19
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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