Tata Nifty Midcap 150 Index Fund Regular-IDCW
Tata Nifty Midcap 150 Index Fund Regular-IDCW: Mutual Fund Overview
Tata Nifty Midcap 150 Index Fund Regular-IDCW is an Mid Cap mutual fund with over 0.73 years of performance history. The scheme manages an AUM of ₹228.28 Cr and has a NAV of ₹9.8338. 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 0.0%.
Equity, Mid Cap, Principal at very high risk
1 Year Return 0.0% at 12 Mar 2026 06:28 PM
Fund Details
NAV 9.8338
Sub-Type Mid Cap
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 0.73
Fund Size(in Crores) 228.28
Fund Performance
1 Month -6.9%
3 Month -5.02%
6 Month -3.57%
1 Year 0.0%
3 Year 0.0%
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 (100.22%) Market Cap Large Cap 16.26 Mid Cap 75.8 Small Cap 8.16 Top Sectors Financial 20.59 Capital Goods 11.32 Services 10.8 Automobile 9.11 Healthcare 8.82 Energy 6.26 Consumer Staples 5.11 Metals & Mining 4.79 Technology 4.74 Chemicals 4.48 Construction 4.25 Communication 3.16 Materials 2.87 Consumer Discretionary 2.03 Insurance 1.08 Textiles 0.81 Top Holding Lupin 1.48 Bharti Hexacom 0.32 JK Cement 0.63 The Federal Bank 1.96 Coromandel International 0.7 Exide Industries 0.4 SRF 0.99 GMR Airports 0.95 Ajanta Pharma 0.33 Steel Authority Of India 0.64 Oil India 0.7 Oberoi Realty 0.48 Linde India 0.37 PB Fintech 1.34 Deepak Nitrite 0.29 Endurance Technologies 0.25 Indian Railway Catering & Tourism 0.46 HDFC AMC 1.46 Bharat Dynamics 0.31 L&T Fin 0.62 Apar Industries 0.5 L&T Technology Services 0.26 Bank of India 0.57 Cochin Shipyard 0.33 360 One Wam 0.74 UCO Bank 0.09 Polycab India 1.2 ACC 0.26 JSW Infrastructure 0.22 Astral 0.54 Mankind Pharma 0.67 Aditya Birla Capital 0.7 Max Financial Services 1.27 One97 Communications 1.18 United Breweries 0.31 Torrent Power 0.79 Indusind Bank 1.67 K.P.R. Mill 0.27 Container Corporation Of India 0.45 Glenmark Pharmaceuticals 0.85 FSN E-Commerce Ventures 0.96 Yes Bank 0.96 AIA Engineering 0.4 NLC India 0.22 Union Bank of India 1.04 GE Vernova T&D 1.26 Godrej Industries 0.11 Housing & Urban Dev Corp 0.25 Dabur India 0.81 Gujarat Gas 0.19 Dalmia Bharat 0.42 Prestige Estates Projects 0.62 BSE 2.93 Biocon 0.74 3M India 0.28 Honeywell Automation India 0.18 Indus Towers 1.56 NMDC 0.75 Marico 1.11 Thermax 0.32 Godfrey Phillips India 0.23 The Phoenix Mills 0.82 Hero Motocorp 1.96 Balkrishna Industries 0.51 Motilal Oswal Financial Services 0.3 Adani Total Gas 0.38 Waaree Energies 0.69 Kalyan Jewellers India 0.42 Schaeffler India 0.46 Indraprastha Gas 0.32 APL Apollo Tubes 1.08 Aurobindo Pharma 0.9 Jubilant FoodWorks 0.54 Mphasis 0.69 Sona BLW Precision Forgings 0.64 Indian Bank 0.93 Syngene International 0.21 KPIT Technologies 0.33 Vishal Mega Mart 0.66 Swiggy 1.07 Premier Energies 0.22 SJVN 0.14 Gujarat Fluorochemicals 0.39 Dixon Technologies (India) 1.15 Apollo Tyres 0.39 ITC Hotels 0.44 General Insurance Corporation of India 0.31 Suzlon Energy 1.37 Hexaware Technologies 0.19 Petronet LNG 0.64 Muthoot Finance 0.95 Tata Investment Corporation 0.23 NHPC 0.63 Godrej Properties 0.68 Fortis Healthcare 1.3 MRF 0.75 PI Industries 0.67 Oracle Financial Services Software 0.44 Tube Investments Of India 0.78 AWL Agri Business 0.23 Lloyds Metals & Energy 0.42 Vodafone Idea 0.78 Escorts Kubota 0.31 Bharat Forge 1.35 Rail Vikas Nigam 0.48 Persistent Systems 1.37 National Aluminium Company 0.84 AU Small Finance Bank 1.43 Fert & Chem Travancore 0.12 SBI Cards 0.62 Nippon Life India Asset Management 0.44 LIC Housing Fin. 0.43 Abbott India 0.37 Berger Paints India 0.34 ICICI Prudential 0.68 Mahindra & Mahindra Financial Services 0.66 Bank of Maharashtra 0.4 Bharat Heavy Electricals 0.9 Sundaram Finance 1.01 Procter & Gamble Hygiene and Health Care 0.28 IDFC First Bank 1.29 Page Industries 0.54 Tata Elxsi 0.41 New India Assurance 0.09 Ipca Laboratories 0.56 Supreme Industries 0.68 Cummins India 1.75 Hitachi Energy India 0.86 Global Health 0.26 IDBI Bank 0.17 Voltas 0.94 Alkem Laboratories 0.87 Jindal Stainless 0.66 Indian Overseas Bank 0.14 Kei Industries 0.83 NTPC Green Energy 0.22 Patanjali Foods 0.46 Coforge 1.05 Tata Communications 0.5 Ashok Leyland 1.6 UNO Minda 0.57 UPL 0.95 Glaxosmithkline Pharma 0.28 Indian Renewable Energy Development Agency 0.26 Hindustan Petroleum Corporation 1.12 Blue Star 0.67 Tata Technologies 0.27 IRB Infra Dev 0.22 Colgate-Palmolive (India) 0.79 CRISIL 0.28
Debt & Others (-0.22%) Sector Allocation Repo 0.01 Net Payables -0.23 Debt Credit Ratings Debt Category Others -0.22
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 0.25%
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
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.
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) 51
Date of Incorporation 2025-06-19
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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