Tata Nifty Midcap 150 Momentum 50 Index Fund

Tata Nifty Midcap 150 Momentum 50 Index Fund

Equity

Tata Mutual Fund

Index Funds

Get the latest NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹18.31

▲0.6%1D

NAV as on 20 Feb 2026

19.86%/per year

Since Inception

Absolute Gain%

▲▼

7694 people have invested ₹ 4.4Cr in Tata Nifty Midcap 150 Momentum 50 Index Fund in the last three months

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Tata Nifty Midcap 150 Momentum 50 Index Fund
-
1,023Cr
0.44%
13.34%
24.52%
-1.09
0.99
0.94
1.46
-3.50
DSP Nifty 50 Equal Weight Index Fund
3/22
2,417Cr
0.41%
16.75%
18.97%
--
--
0.87
1.40
--
UTI Nifty200 Momentum 30 Index Fund
-
8,446Cr
0.44%
10.06%
20.54%
-0.27
1.00
0.68
1.02
-1.47
Motilal Oswal Nifty India Defence Index Fund
-
4,062Cr
0.54%
49.87%
-
--
--
--
--
--
See all

Tata Nifty Midcap 150 Momentum 50 Index Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Total Investment

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Profit

Total Corpus

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Absolute Return
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Tata Nifty Midcap 150 Momentum 50 Index Fund Asset Allocation

See fund asset allocation details as on (14-Feb-26)

Fund Distribution

as on (14-Feb-26)

Mid cap
81.6%
Large cap
17.5%
Small cap
1%
Large Cap allocation has gone down from 17.9% to 17.5%
Large Cap allocation has gone down from 17.9% to 17.5%
Small Cap allocation has gone down from 1% to 1%
Small Cap allocation has gone down from 1% to 1%
Mid Cap allocation has gone up from 81.2% to 81.6%
Mid Cap allocation has gone up from 81.2% to 81.6%
Cash allocation has gone down from -0.1% to -0.2%
Cash allocation has gone down from -0.1% to -0.2%

Tata Nifty Midcap 150 Momentum 50 Index Fund Sector Allocation

See fund sector allocation details as on (14-Feb-26)

Sector Allocation

Financial Services
26.7%
Basic Materials
17.5%
Industrial
14.1%
Tech
12.9%
Health
12.9%
Consumer Cyclical
8.3%
Communication
3.2%
Consumer Defensive
2.2%
Energy
1.6%
Utilities
0.6%

Top 3 Sectors in January were Financial Services, Industrial & Consumer Cyclical

Jan'26

Financial Services

42%

Industrial

18%

Consumer Cyclical

10%

Dec'25

Financial Services

41%

Industrial

18%

Consumer Cyclical

10%

Tata Nifty Midcap 150 Momentum 50 Index Fund Holdings Details

as on (31-Jan-26)

Holdings
Weight%
1M Change
BSE Ltd
5.35%
0.2%
Hero MotoCorp Ltd
4.97%
0.2%
Muthoot Finance Ltd
4.94%
0.2%
The Federal Bank Ltd
4.58%
0.2%
AU Small Finance Bank Ltd
4.58%
0.2%
See all
Top Stocks bought last month
BSE Ltd's allocation increased from 4.92% to 5.35%
BSE Ltd's allocation increased from 4.92% to 5.35%
The Federal Bank Ltd's allocation increased from 4.15% to 4.58%
The Federal Bank Ltd's allocation increased from 4.15% to 4.58%
Ashok Leyland Ltd's allocation increased from 3.35% to 3.76%
Ashok Leyland Ltd's allocation increased from 3.35% to 3.76%
Top Stocks sold last month
Hero MotoCorp Ltd's allocation decreased from 5.07 % to 4.97 %
Hero MotoCorp Ltd's allocation decreased from 5.07 % to 4.97 %
Cummins India Ltd's allocation decreased from 3.99 % to 3.79 %
Cummins India Ltd's allocation decreased from 3.99 % to 3.79 %
L&T Finance Ltd's allocation decreased from 3.65 % to 3.39 %
L&T Finance Ltd's allocation decreased from 3.65 % to 3.39 %

Tata Nifty Midcap 150 Momentum 50 Index Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.44%
Benchmark
Nifty Midcap 150 Momentum 50 TR INR
AUM₹1023 Cr
Inception Date20 October, 2022
Min Lumpsum/SIP₹5,000/₹150
Exit Load
0.5%
Lock InNo Lock-in
TurnOver
3.06%
Risk
Risk meter
pointer
Very High Risk

About Tata Nifty Midcap 150 Momentum 50 Index Fund

Tata Nifty Midcap 150 Momentum 50 Index Fund is an equity fund. This fund was started on 20 October, 2022. The fund is managed by Rakesh Prajapati, Nitin Sharma. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Tata Nifty Midcap 150 Momentum 50 Index Fund has ₹1023 Cr worth of assets under management (AUM) as on Feb 2026 and is more than category average.
  2. The fund has an expense ratio 0.4.

Returns

Tata Nifty Midcap 150 Momentum 50 Index Fund has given a CAGR return of 19.86% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 13.34% and 24.52% respectively.

Holdings

Tata Nifty Midcap 150 Momentum 50 Index Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Basic Materials, Health, Tech, Communication, Energy, Consumer Defensive, Utilities. Its top holdings are BSE Ltd, Hero MotoCorp Ltd, Muthoot Finance Ltd, AU Small Finance Bank Ltd, The Federal Bank Ltd

Taxation

As it is a index funds mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Tata Nifty Midcap 150 Momentum 50 Index Fund

The investment objective of the scheme is to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 150.00. Tata Nifty Midcap 150 Momentum 50 Index Fund has no lock in period.

Fund Manager

Rakesh Prajapati

Fund Manager of Tata Nifty Midcap 150 Momentum 50 Index Fund, since 20 December 2024

Nitin Sharma

Fund Manager of Tata Nifty Midcap 150 Momentum 50 Index Fund, since 1 July 2025

Learn more about Tata Mutual Fund
Parameters
Jan'26
Dec'25
Nov'25
AUM
₹ 1K Cr
₹ 1K Cr
₹ 1.1K Cr
  • AUM of the fund stands at 1K Cr as of Jan'26
  • AUM decreased by 21.3 Cr between Jan'26 and Dec'25

Frequently Asked Questions for Tata Nifty Midcap 150 Momentum 50 Index Fund

How do I invest in Tata Nifty Midcap 150 Momentum 50 Index Fund?

INDmoney makes it simple to invest in the Tata Nifty Midcap 150 Momentum 50 Index Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Tata Nifty Midcap 150 Momentum 50 Index Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund?

The NAV of the fund today is ₹18.31. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Tata Nifty Midcap 150 Momentum 50 Index Fund fund has generated a return of 13.34% in 1 year, 24.52% in 3 years

Who is the fund manager of Tata Nifty Midcap 150 Momentum 50 Index Fund?

The fund managers are Rakesh Prajapati, Nitin Sharma.

What is the exit load of the fund?

The exit load is 0.5% if redeemed in 0-30 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.44%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹1023 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Tata Nifty Midcap 150 Momentum 50 Index Fund?

The top 3 holdings of the fund are BSE Ltd(5.35%), Hero MotoCorp Ltd(4.97%), Muthoot Finance Ltd(4.94%)