Tata Nifty Midcap 150 Index Fund Regular-Growth
Equity, Mid Cap, Principal at very high risk
1 Year Return -4.93% at 30 Oct 2026 02:08 PM
Tata Nifty Midcap 150 Index Fund Regular-Growth: Mutual Fund Overview
Tata Nifty Midcap 150 Index Fund Regular-Growth is an Mid Cap mutual fund with over 1.36 years of performance history. The scheme manages an AUM of ₹317.78 Cr and has a NAV of ₹9.9847. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -4.93%.
Fund Details
NAV 9.9847
Sub-Type Mid Cap
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 1.36
Fund Size(in Crores) 317.78
Fund Performance
1 Month -2.8%
3 Month -8.29%
6 Month -4.6%
1 Year -4.93%
3 Year 0.0%
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 (98.68%) Market Cap Small Cap 10.08 Large Cap 9.7 Mid Cap 78.9 Top Sectors Financial 18.15 Services 13.18 Healthcare 11.24 Capital Goods 9.12 Automobile 6.75 Consumer Staples 5.61 Metals & Mining 5.08 Energy 4.96 Technology 4.65 Construction 4.49 Chemicals 3.53 Consumer Discretionary 3.29 Insurance 2.96 Materials 2.87 Communication 1.93 Textiles 0.87 Top Holding Ashok Leyland 1.09 Balkrishna Industries 0.42 AU Small Finance Bank 1.45 Endurance Technologies 0.23 Jindal Stainless 0.58 Max Financial Services 0.9 Bank of Maharashtra 0.4 Aditya Birla Capital 0.8 Torrent Power 0.59 Ajanta Pharma 0.41 L&T Technology Services 0.22 Biocon 0.64 Lodha Developers 0.83 Lloyds Metals & Energy 0.64 Adani Total Gas 0.41 Indusind Bank 1.47 National Aluminium Company 0.76 NHPC 0.68 Info Edge (India) 1.17 Berger Paints India 0.32 PI Industries 0.46 Hindustan Copper 0.45 Hindustan Petroleum Corporation 0.83 Container Corporation Of India 0.38 Colgate-Palmolive (India) 0.57 Blue Star 0.49 Indian Overseas Bank 0.11 Exide Industries 0.46 Suzlon Energy 1.19 Godrej Properties 0.54 Bajaj Housing Finance 0.22 ICICI Life Insurance 0.44 Laurus Labs 1.91 Bharat Dynamics 0.25 MRF 0.63 Oracle Financial Services Software 0.63 Indian Renewable Energy Development Agency 0.22 SRF 0.89 Steel Authority Of India 0.65 JSW Infrastructure 0.53 The Federal Bank 1.94 CRISIL 0.27 Oberoi Realty 0.51 Jubilant FoodWorks 0.44 United Breweries 0.21 Indian Bank 0.7 Fortis Healthcare 0.99 Glaxosmithkline Pharma 0.28 Life Insurance 1.24 Abbott India 0.35 Cochin Shipyard 0.31 ITC Hotels 0.45 General Insurance Corporation of India 0.32 Mankind Pharma 0.7 Authum Investment & Infrastructure 0.36 REC 0.92 Aster DM Quality Care 0.46 Housing & Urban Dev Corp 0.21 LG Electronics India 0.43 Lenskart Solutions 1.24 MCX 2.08 Hexaware Technologies 0.18 Godfrey Phillips India 0.19 Swiggy 0.93 One 97 Comm 1.78 GMR Airports 0.82 IDFC First Bank 1.34 Kei Industries 0.68 Hero Motocorp 1.68 Mphasis 0.7 FSN E-Commerce Ventures 1.08 Sundaram Finance 0.74 Aurobindo Pharma 1.14 Apar Industries 0.8 PB Fintech 0.93 Rail Vikas Nigam 0.28 JK Cement 0.52 L&T Fin 0.56 Petronet LNG 0.53 Persistent Systems 1.42 Premier Energies 0.31 APL Apollo Tubes 0.98 Supreme Industries 0.55 Godrej Industries 0.11 Thermax 0.32 HDB Financial Services 0.33 Anthem Biosciences 0.23 Prestige Estates Projects 0.62 Narayana Hrudayalaya 0.31 Bharat Heavy Electricals 1.5 Alkem Laboratories 0.77 NTPC Green Energy 0.21 Gujarat Fluorochemicals 0.46 The Indian Hotels Company 1.58 Fert & Chem Travancore 0.12 360 One Wam 0.67 Meesho 0.52 Astral 0.41 UNO Minda 0.53 LIC Housing Fin. 0.39 Waaree Energies 0.56 Indus Towers 1.19 Lupin 1.22 Vishal Mega Mart 0.7 Voltas 0.6 K.P.R. Mill 0.3 Marico 1.03 Dabur India 0.55 AIA Engineering 0.37 Bharti Hexacom 0.26 Patanjali Foods 0.31 NMDC 0.65 Kalyan Jewellers India 0.53 GE Vernova T&D 1.29 Yes Bank 0.91 Tube Investments Of India 0.63 Billionbrains Garage Ventures 0.65 United Spirits 0.99 JSW Energy 0.75 Bharat Forge 1.32 Page Industries 0.57 Linde India 0.33 Bank of India 0.39 UPL 0.75 SBI Cards 0.42 Tata Investment Corporation 0.2 Radico Khaitan 0.85 Schaeffler India 0.39 Oil India 0.6 Escorts Kubota 0.22 Tata Communications 0.48 ICICI Lombard Gen. Insurance 0.96 Havells India 0.63 Dixon Technologies (India) 1.35 Global Health 0.3 Coromandel International 0.52 Glenmark Pharmaceuticals 0.87 Ipca Laboratories 0.66 The Phoenix Mills 0.89 Nippon Life India Asset Management 0.48 Coforge 1.5 Mahindra & Mahindra Financial Services 0.53 Indian Railway Catering & Tourism 0.34 ICICI Prudential Asset Management Company 0.45 NLC India 0.24 Motilal Oswal Financial Services 0.39 Dalmia Bharat 0.33 Shree Cement 0.74
Debt & Others (1.3199999999999998%) Sector Allocation Real Estate Investment Trusts 0.94 Repo 1.46 Net Payables -1.08 Debt Credit Ratings Debt Category Others 0.38 Embassy Office Parks REIT 0.94
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -3.47% Ret 1Y -2.75% Ret 3Y 12.59% Ret 5Y 10.85%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -3.47% Ret 1Y -2.75% Ret 3Y 12.59% Ret 5Y 10.85%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -3.47% Ret 1Y -2.75% Ret 3Y 12.59% Ret 5Y 10.85%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -2.81% Ret 1Y -4.53% Ret 3Y 13.19% Ret 5Y 12.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -2.81% Ret 1Y -4.53% Ret 3Y 13.19% Ret 5Y 12.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -2.81% Ret 1Y -4.53% Ret 3Y 13.19% Ret 5Y 12.98%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -0.65% Ret 1Y 0.55% Ret 3Y 15.08% Ret 5Y 10.75%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -0.65% Ret 1Y 0.55% Ret 3Y 15.08% Ret 5Y 10.75%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -0.65% Ret 1Y 0.55% Ret 3Y 15.08% Ret 5Y 10.75%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -2.26% Ret 1Y -2.69% Ret 3Y 13.98% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -2.26% Ret 1Y -2.69% Ret 3Y 13.98% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.1%
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) 56
Date of Incorporation 2025-06-19
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 Index Fund Regular-Growth FAQs
How to invest in Tata Nifty Midcap 150 Index Fund Regular-Growth?
Investing in Tata Nifty Midcap 150 Index Fund Regular-Growth 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 Index Fund Regular-Growth 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 Index Fund Regular-Growth?
The term expense ratio for Tata Nifty Midcap 150 Index Fund Regular-Growth 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 Index Fund Regular-Growth is 1.1% as of 30 Oct 2026.
What is the NAV of Tata Nifty Midcap 150 Index Fund Regular-Growth?
The NAV of Tata Nifty Midcap 150 Index Fund Regular-Growth is ₹9.9847 as of 30 Oct 2026.
What is the AUM of Tata Nifty Midcap 150 Index Fund Regular-Growth?
The AUM (Assets Under Management) of Tata Nifty Midcap 150 Index Fund Regular-Growth 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 Index Fund Regular-Growth is ₹317.78 Cr as of 30 Oct 2026.
What is the PE and PB ratio of Tata Nifty Midcap 150 Index Fund Regular-Growth?
The PE ratio of Tata Nifty Midcap 150 Index Fund Regular-Growth 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 Index Fund Regular-Growth?
Yes, you can invest in Tata Nifty Midcap 150 Index Fund Regular-Growth 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 Index Fund Regular-Growth in the last 5 years?
The return of Tata Nifty Midcap 150 Index Fund Regular-Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in Tata Nifty Midcap 150 Index Fund Regular-Growth?
The minimum SIP investment in Tata Nifty Midcap 150 Index Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Tata Nifty Midcap 150 Index Fund Regular-Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of Tata Nifty Midcap 150 Index Fund Regular-Growth?
The NAV of Tata Nifty Midcap 150 Index Fund Regular-Growth, as of 30 Oct 2026, is ₹9.9847.
Who manages the Tata Nifty Midcap 150 Index Fund Regular-Growth?
The fund managers responsible for Tata Nifty Midcap 150 Index Fund Regular-Growth are:
- Kapil Menon
- Rakesh Prajapati
- Nitin Bharat Sharma