Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth

Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth

Equity

Tata Mutual Fund

Index Funds

Get the latest NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth. 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.

₹17.63

▼-0.1%1D

NAV as on 30 May 2025

24.27%/per year

Since Inception

Absolute Gain%

▲▼

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth
-
825Cr
1.03%
1.32%
-
24.27%
UTI Nifty Midcap 150 Quality 50 Index Fund Regular
-
250Cr
0.88%
6.82%
15.67%
11.15%
Navi Nifty India Manufacturing Index Fund Regular
-
53Cr
1%
2.61%
-
20.32%
Edelweiss Nifty 50 Index Fund Regular
-
162Cr
0.5%
10.18%
15.31%
9.67%
See all

Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
▲
▼

Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 100%

Mid cap
90.8%
Large cap
9.3%
Mid Cap allocation has gone down from 90.8% to 90.8%
Mid Cap allocation has gone down from 90.8% to 90.8%
Large Cap allocation has gone up from 9.3% to 9.3%
Large Cap allocation has gone up from 9.3% to 9.3%
Cash allocation has gone up from -0.1% to -0.1%
Cash allocation has gone up from -0.1% to -0.1%

Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 100%

Industrial
25.8%
Financial Services
16.8%
Real Estate
9.9%
Health
9.6%
Basic Materials
9.3%
Utilities
7.8%
Tech
7.4%
Consumer Cyclical
5.7%
Energy
5.1%
Communication
2.6%

Top 3 Sectors in April were Tech, Financial Services & Health

Apr'25

Tech

20%

Financial Services

19%

Health

17%

Mar'25

Tech

20%

Financial Services

18%

Health

18%

Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth Holdings Details

as on (30-Apr-25)

Equity

Top Stocks bought last month
Persistent Systems Ltd's allocation increased from 3.01% to 4.58%
Persistent Systems Ltd's allocation increased from 3.01% to 4.58%
Dixon Technologies (India) Ltd's allocation increased from 4.18% to 5.02%
Dixon Technologies (India) Ltd's allocation increased from 4.18% to 5.02%
BSE Ltd's allocation increased from 5.76% to 6.43%
BSE Ltd's allocation increased from 5.76% to 6.43%
Top Stocks sold last month
Indian Hotels Co Ltd's allocation decreased from 5.19 % to 5 %
Indian Hotels Co Ltd's allocation decreased from 5.19 % to 5 %
Max Healthcare Institute Ltd Ordinary Shares's allocation decreased from 5.11 % to 4.93 %
Max Healthcare Institute Ltd Ordinary Shares's allocation decreased from 5.11 % to 4.93 %
PB Fintech Ltd's allocation decreased from 4.46 % to 4.39 %
PB Fintech Ltd's allocation decreased from 4.46 % to 4.39 %

Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth Overview

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

Expense ratio1.03%
Benchmark
Nifty Midcap 150 Momentum 50 TR INR
AUM₹825 Cr
Inception Date20 October, 2022
Min Lumpsum/SIP₹5000/₹150
Exit Load
0.2%
Lock InNo Lock-in
TurnOver
238.58%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth

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

Key Parameters

  1. Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth has ₹825 Cr worth of assets under management (AUM) as on Apr 2025 and is more than category average.
  2. The fund has an expense ratio 1.

Returns

Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth has given a CAGR return of 24.27% since inception. Over the last 1 year the fund has given a CAGR return of 1.32%.

Holdings

Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth has allocated its funds majorly in Cash Equivalent, Tech, Financial Services, Health, Consumer Cyclical, Industrial, Basic Materials, Energy, Real Estate, Communication, Utilities. Its top holdings are BSE Ltd, Dixon Technologies (India) Ltd, Indian Hotels Co Ltd, Max Healthcare Institute Ltd Ordinary Shares, Persistent Systems 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 Regular Growth

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 Regular Growth has no lock in period.

Learn more about Tata Mutual Fund
Parameters
Apr'25
Mar'25
Feb'25
AUM
₹ 825.2 Cr
₹ 752.7 Cr
₹ 654 Cr
  • AUM of the fund stands at 825.2 Cr as of Apr'25
  • AUM increased by 72.5 Cr between Apr'25 and Mar'25

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

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

INDmoney makes it simple to invest in the Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth’.
  • 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 Regular Growth?

The NAV of the fund today is ₹17.63. 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 Regular Growth fund has generated a return of 1.32% in 1 year

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

The fund managers are .

What is the exit load of the fund?

The exit load is 0.25% if redeemed in 0-90 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 1.03%. 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 ₹825 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 Regular Growth?

The top 3 holdings of the fund are BSE Ltd(6.43%), Dixon Technologies (India) Ltd(5.02%), Indian Hotels Co Ltd(5%)