Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl
Get the latest NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl. 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.
₹16.02
1D
NAV as on 30 Mar 2026
14.68%/per year
Since Inception
▲▼
24 people have invested ₹ 1.4L in Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl in the last three months
Peer comparison
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl 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
41%
Industrial
20%
Consumer Cyclical
10%
Financial Services
42%
Industrial
18%
Consumer Cyclical
10%
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl Holdings Details
as on (28-Feb-26)
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.44% |
Benchmark | Nifty Midcap 150 Momentum 50 TR INR |
| AUM | ₹1063 Cr |
| Inception Date | 20 October, 2022 |
| Min Lumpsum/SIP | ₹5,000/₹150 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 3.06% |
| Risk |   Very High Risk |
About Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 20 October, 2022. 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 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl has ₹1063 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.4.
Returns
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl has given a CAGR return of 14.68% since inception. Over the last 1 and 3 years the fund has given a CAGR return of -2.34% and 19.76% respectively.
Holdings
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl 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, The Federal Bank Ltd, Cummins India Ltd, AU Small Finance 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 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl
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 Direct Payout Inc Dist cum Cap Wdrl has no lock in period.
Fund Manager
Nitin Sharma
Fund Manager of Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl, since 1 July 2025
Rakesh Prajapati
Fund Manager of Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl, since 20 December 2024
- AUM of the fund stands at 1.1K Cr as of Feb'26
- AUM increased by 40.5 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl
How do I invest in Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Payout Inc Dist cum Cap Wdrl?
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