Tata Nifty Midcap 150 Momentum 50 Index Fund Regular - Growth
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Equity, Mid Cap, Principal at very high risk
1 Year Return 6.03% at 05 Feb 2026 11:36 AM
Fund Details
NAV 17.7427
Sub-Type Mid Cap
Rating 2
Min. SIP Amount ₹150.0
Fund Age(Year) 3.3
Fund Size(in Crores) 1043.79
Fund Performance
1 Month -1.53%
3 Month -1.08%
6 Month 0.49%
1 Year 6.03%
3 Year 23.75%
5 Year 0.0%
Know This Fund
As on 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (100.13%) Market Cap Small Cap 0.4 Large Cap 31.66 Mid Cap 68.07 Top Sectors Financial 36.02 Services 11.27 Automobile 11.06 Capital Goods 9.12 Healthcare 7.4 Chemicals 5.55 Technology 4.01 Metals & Mining 3.94 Communication 3.51 Construction 2.43 Energy 2.28 Materials 1.94 Consumer Staples 1.6 Top Holding Fortis Healthcare 2.89 Hero Motocorp 5.07 JK Cement 1.02 Muthoot Finance 4.8 Indus Towers 1.73 Bank of India 0.93 SRF 1.75 GMR Airports 2.43 Persistent Systems 2.21 Coromandel International 1.04 IDFC First Bank 2.75 GE Vernova T&D 2.38 HDFC AMC 2.52 Lupin 1.39 3M India 0.41 MRF 1.44 Mahindra & Mahindra Financial Services 2.02 Nippon Life India Asset Management 0.67 FSN E-Commerce Ventures 2.79 UPL 2.76 Dalmia Bharat 0.47 Indraprastha Gas 0.4 UNO Minda 1.2 Glenmark Pharmaceuticals 1.82 One97 Communications 3.56 Abbott India 0.39 Ashok Leyland 3.35 BSE 4.92 Indian Bank 2.42 Marico 1.19 Hitachi Energy India 1.24 Bharti Hexacom 0.43 The Federal Bank 4.15 Berger Paints India 0.45 Sundaram Finance 0.89 National Aluminium Company 1.42 Coforge 1.8 Hindustan Petroleum Corporation 1.88 Polycab India 1.51 L&T Fin 3.65 Jindal Stainless 1.07 Biocon 0.91 Aditya Birla Capital 2.89 SBI Cards 0.84 AU Small Finance Bank 4.53 APL Apollo Tubes 0.85 AIA Engineering 0.6 Vodafone Idea 1.35 Cummins India 3.99 Max Financial Services 2.96
Debt & Others (-0.13%) Sector Allocation Repo 2.08 Net Payables -2.21 Debt Credit Ratings Debt Category Others -0.13
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -2.62% Ret 1Y 9.81% Ret 3Y 21.4% Ret 5Y 18.67%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -2.62% Ret 1Y 9.81% Ret 3Y 21.4% Ret 5Y 18.67%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -2.62% Ret 1Y 9.81% Ret 3Y 21.4% Ret 5Y 18.67%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -2.59% Ret 1Y 10.34% Ret 3Y 23.72% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -2.59% Ret 1Y 10.34% Ret 3Y 23.72% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -2.59% Ret 1Y 10.34% Ret 3Y 23.72% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -1.56% Ret 1Y 8.42% Ret 3Y 19.75% Ret 5Y 16.36%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -1.56% Ret 1Y 8.42% Ret 3Y 19.75% Ret 5Y 16.36%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -1.56% Ret 1Y 8.42% Ret 3Y 19.75% Ret 5Y 16.36%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -2.25% Ret 1Y 13.06% Ret 3Y 24.88% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -2.25% Ret 1Y 13.06% Ret 3Y 24.88% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.05%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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
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) 10
Date of Incorporation 2022-10-20
Total AUM 2025-12-31
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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