Tata Nifty Midcap 150 Momentum 50 Index Fund Regular - IDCW Payout
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular - IDCW Payout: Mutual Fund Overview
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular - IDCW Payout is an Mid Cap mutual fund with over 3.39 years of performance history. The scheme manages an AUM of ₹1062.97 Cr and has a NAV of ₹16.83. It is rated '2' 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 13.0%.
Equity, Mid Cap, Principal at very high risk
1 Year Return 13.0% at 12 Mar 2026 06:31 PM
Fund Details
NAV 16.83
Sub-Type Mid Cap
Rating 2
Min. SIP Amount ₹150.0
Fund Age(Year) 3.39
Fund Size(in Crores) 1062.97
Fund Performance
1 Month -7.37%
3 Month -5.25%
6 Month -4.21%
1 Year 13.0%
3 Year 20.98%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (100.1%) Market Cap Large Cap 32.46 Mid Cap 67.29 Small Cap 0.35 Top Sectors Financial 35.82 Automobile 11.43 Services 10.89 Capital Goods 10.8 Healthcare 7.79 Chemicals 4.71 Metals & Mining 4.18 Communication 3.6 Technology 2.96 Construction 2.35 Energy 2.01 Materials 1.87 Consumer Staples 1.69 Top Holding Vodafone Idea 1.33 Sundaram Finance 0.93 GMR Airports 2.35 Mahindra & Mahindra Financial Services 1.88 Polycab India 1.72 Bank of India 1.14 APL Apollo Tubes 1 L&T Fin 3.3 Bharti Hexacom 0.38 AU Small Finance Bank 4.38 Abbott India 0.35 Nippon Life India Asset Management 0.71 Coforge 1.29 Berger Paints India 0.38 Max Financial Services 3.22 Indraprastha Gas 0.35 3M India 0.44 GE Vernova T&D 2.93 FSN E-Commerce Ventures 2.8 HDFC AMC 2.55 Marico 1.25 Persistent Systems 1.67 Jindal Stainless 0.99 UNO Minda 1.11 JK Cement 1.05 Hitachi Energy India 1.73 Ashok Leyland 3.96 Cummins India 4.42 Coromandel International 1.03 Glenmark Pharmaceuticals 1.92 Indus Towers 1.89 Lupin 1.53 AIA Engineering 0.58 Hero Motocorp 5.03 IDFC First Bank 2.37 SBI Cards 0.76 Indian Bank 2.87 National Aluminium Company 1.61 UPL 2.22 SRF 1.46 BSE 5.07 The Federal Bank 4.68 Fortis Healthcare 3.09 Muthoot Finance 4.24 Biocon 0.9 Aditya Birla Capital 2.79 MRF 1.33 One97 Communications 3.02 Dalmia Bharat 0.44 Hindustan Petroleum Corporation 1.66
Debt & Others (-0.1%) Sector Allocation Net Payables -0.16 Repo 0.06 Debt Credit Ratings Debt Category Others -0.1
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% 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) 17
Date of Incorporation 2022-10-20
Total AUM 232819.21
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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