Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth
Tata Asset Management Pvt Ltd
₹17.31 (+1.24%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
-2.04% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.06%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Index Funds
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,014
Invested ₹1,000
▲+1.37%1 year
₹980
Invested ₹1,000
▼-2.04%3 years
₹1,123
Invested ₹1,000
▲+12.32%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty Midcap 150 Momentum 50 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -2.04% | +12.32% | — | — |
| Cumulative returns (%) | -2.04% | +41.72% | — | — |
Fund Manager
| Manager | Nitin Sharma |
|---|---|
| Role | Manager |
| Manager Tenure | 1.25 yrs |
About Fund
| Date of Incorporation | 20 Oct 2022 |
|---|---|
| Fund House | Tata Asset Management Pvt Ltd |
| Custodian | Standard Chartered Bank |
| Registrar / Transfer Agent | Tata Asset Management Pvt Ltd |
| Address | Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Laurus Labs Ltd | 7.01% |
| Multi Commodity Exchange of India Ltd | 5.99% |
| Cummins India Ltd | 5.17% |
| Max Healthcare Institute Ltd Ordinary Shares | 4.61% |
| The Federal Bank Ltd | 4.60% |
| Bharat Heavy Electricals Ltd | 4.45% |
| AU Small Finance Bank Ltd | 4.38% |
| GE Vernova T&D India Ltd | 4.28% |
| Hero MotoCorp Ltd | 4.20% |
| Muthoot Finance Ltd | 4.11% |
| BSE Ltd | 4.10% |
| Coforge Ltd | 3.92% |
| Bharat Forge Ltd | 3.90% |
| Persistent Systems Ltd | 3.71% |
| Suzlon Energy Ltd | 3.62% |
| Hitachi Energy India Ltd Ordinary Shares | 3.53% |
| Coromandel International Ltd | 3.39% |
| Solar Industries India Ltd | 3.36% |
| L&T Finance Ltd | 3.24% |
| National Aluminium Co Ltd | 3.21% |
| HDFC Asset Management Co Ltd | 3.14% |
| SRF Ltd | 3.09% |
| Dixon Technologies (India) Ltd | 3.09% |
| Ashok Leyland Ltd | 3.07% |
| Polycab India Ltd | 3.03% |
| Max Financial Services Ltd | 3.01% |
| One97 Communications Ltd | 3.00% |
| Fortis Healthcare Ltd | 2.97% |
Investment Strategy
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
Long Term Capital growth
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.