Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW
Equity, Thematic-Factor-based, Principal at very high risk
1 Year Return -4.99% at 30 Oct 2026 02:09 PM
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW: Mutual Fund Overview
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW is an Thematic-Factor-based mutual fund with over 4.03 years of performance history. The scheme manages an AUM of ₹1205.59 Cr and has a NAV of ₹17.0872. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹150.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -4.99%.
Fund Details
NAV 17.0872
Sub-Type Thematic-Factor-based
Rating Not Rated
Min. SIP Amount ₹150.0
Fund Age(Year) 4.03
Fund Size(in Crores) 1205.59
Fund Performance
1 Month -2.0%
3 Month -4.37%
6 Month -3.45%
1 Year -4.99%
3 Year 12.32%
5 Year 0.0%
Know This Fund
As on 30 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.85%) Market Cap Large Cap 25.66 Mid Cap 70.81 Small Cap 3.38 Top Sectors Capital Goods 19.69 Healthcare 17.29 Financial 16.91 Services 13.61 Metals & Mining 10.65 Consumer Staples 5.98 Automobile 5.53 Communication 5.15 Energy 2.31 Technology 1.22 Construction 0.99 Chemicals 0.52 Top Holding GMR Airports 0.99 Polycab India 3.03 Bank of India 0.45 APL Apollo Tubes 1.24 Thermax 1.15 Oil India 1 L&T Fin 1.08 Bharat Forge 3.9 AU Small Finance Bank 2.68 Nippon Life India Asset Management 1.08 Max Financial Services 1.11 Lloyds Metals & Energy 1.53 3M India 0.25 Indusind Bank 2.14 FSN E-Commerce Ventures 1.65 GE Vernova T&D 4.28 Marico 2.22 MCX 5.99 Jindal Stainless 0.52 One 97 Comm 1.87 Hitachi Energy India 3.53 Ashok Leyland 1.63 Bank of Maharashtra 1.05 Glenmark Pharmaceuticals 2.15 Indus Towers 1.95 Lupin 2.2 Radico Khaitan 1.61 Apar Industries 1.9 AIA Engineering 0.76 Bharat Heavy Electricals 4.45 Kei Industries 1.74 Indian Bank 1.07 Oracle Financial Services Software 1.22 JSW Energy 1.51 National Aluminium Company 3.21 Tata Communications 0.73 BSE 4.1 The Federal Bank 4.6 NLC India 0.63 Fortis Healthcare 1.69 Adani Total Gas 0.68 Laurus Labs 7.01 Biocon 1.2 Aditya Birla Capital 1.65 NMDC 1.33 Steel Authority Of India 2.06 Aurobindo Pharma 2.35 Ajanta Pharma 0.69 Vodafone Idea 2.47 Linde India 0.52
Debt & Others (0.15%) Sector Allocation Cash/Net Current Assets 0.04 Repo 0.11 Debt Credit Ratings Debt Category Others 0.15
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-Growth Ret 1M -2.62% Ret 1Y -2.06% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW Ret 1M -2.62% Ret 1Y -2.06% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Regular-Growth Ret 1M -1.54% Ret 1Y -4.62% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Regular-IDCW Ret 1M -1.54% Ret 1Y -4.62% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Angel One Nifty Total Market Momentum Quality 50 Index Fund Regular-Growth Ret 1M -2.16% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular-Growth Ret 1M -2.08% Ret 1Y -9.73% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular-IDCW Payout Ret 1M -2.08% Ret 1Y -9.73% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular-IDCW Reinvestment Ret 1M -2.08% Ret 1Y -9.73% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-Growth Ret 1M -1.83% Ret 1Y -7.77% Ret 3Y 7.57% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-IDCW Payout Ret 1M -1.83% Ret 1Y -7.77% Ret 3Y 7.57% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-IDCW Reinvestment Ret 1M -1.83% Ret 1Y -7.77% Ret 3Y 7.57% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.3%
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) 37
Date of Incorporation 2022-10-20
Total AUM 224588.36
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.
Take Your Next Step
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW FAQs
How to invest in Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW?
Investing in Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW?
The term expense ratio for Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW is 1.3% as of 30 Oct 2026.
What is the NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW?
The NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW is ₹17.0872 as of 30 Oct 2026.
What is the AUM of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW?
The AUM (Assets Under Management) of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW is ₹1205.59 Cr as of 30 Oct 2026.
What is the PE and PB ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW?
The PE ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW?
Yes, you can invest in Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW in the last 5 years?
The return of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW in the last 5 years is 0.0%.
What is the minimum SIP investment required in Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW?
The minimum SIP investment in Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW depends on the fund's scheme rules and usually starts at a small amount. For Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW, the minimum SIP amount is ₹150.0.
What is the current NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW?
The NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW, as of 30 Oct 2026, is ₹17.0872.
Who manages the Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW?
The fund managers responsible for Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW are:
- Nitin Bharat Sharma
- Kapil Menon
- Rakesh Prajapati