Tata Nifty Midcap 150 Index Fund
Get the latest NAV of Tata Nifty Midcap 150 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.
₹9.68
1D
NAV as on 17 Mar 2026
/per year
Since Inception
▲▼
1119 people have invested ₹ 1.3Cr in Tata Nifty Midcap 150 Index Fund in the last three months
Peer comparison
Tata Nifty Midcap 150 Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Tata Nifty Midcap 150 Index Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Tata Nifty Midcap 150 Index Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Industrial & Consumer Cyclical
Financial Services
26%
Industrial
18%
Consumer Cyclical
14%
Financial Services
26%
Industrial
17%
Consumer Cyclical
13%
Tata Nifty Midcap 150 Index Fund Holdings Details
as on (28-Feb-26)
Tata Nifty Midcap 150 Index Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.1% |
Benchmark | Nifty Midcap 150 TR INR |
| AUM | ₹228 Cr |
| Inception Date | 19 June, 2025 |
| Min Lumpsum/SIP | ₹5,000/₹100 |
Exit Load | 0.2% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Very High Risk |
About Tata Nifty Midcap 150 Index Fund
Tata Nifty Midcap 150 Index Fund is an equity fund. This fund was started on 19 June, 2025. The fund is managed by Nitin Sharma, Rakesh Prajapati. The fund could potentially beat inflation in the long-run.
Key Parameters
- Tata Nifty Midcap 150 Index Fund has ₹228 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.1.
Returns
Tata Nifty Midcap 150 Index Fund has given a CAGR return of -4.21% since inception.
Holdings
Tata Nifty Midcap 150 Index Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Basic Materials, Health, Tech, Consumer Defensive, Communication, Utilities, Real Estate, Energy. Its top holdings are BSE Ltd, Hero MotoCorp Ltd, The Federal Bank Ltd, Cummins India Ltd, IndusInd 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 benefitDividends 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 Index Fund
The investment objective of the scheme is to provide returns, before expenses, that commensurate with the performance of Nifty Midcap 150 Index (TRI), subject to tracking error. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 100.00. Tata Nifty Midcap 150 Index Fund has no lock in period.
Fund Manager
Nitin Sharma
Fund Manager of Tata Nifty Midcap 150 Index Fund, since 1 July 2025
Rakesh Prajapati
Fund Manager of Tata Nifty Midcap 150 Index Fund, since 19 June 2025
- AUM of the fund stands at 228.3 Cr as of Feb'26
- AUM increased by 15.7 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Tata Nifty Midcap 150 Index Fund
How do I invest in Tata Nifty Midcap 150 Index Fund?
- Download the INDmoney app.
- Search for ‘Tata Nifty Midcap 150 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.