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Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-growth
Equity
Mid Cap
Very High Risk
Latest AUM
₹ 963.6 Cr.
NAV as on 24 jul, 2026
₹ 17.58
+20.58%
3 years annulised
This Fund
Fund Details
Fund Names
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-growth
Inception Date
20 Oct 2022
Lock In
No Lock-in
Risk
Principal at very high risk
Portfolio Composition Analysis
Equity
100.02%
Portfolio Updated on: 10 Jul, 2026
Sector Allocations
Equity
Financial
Industrials
Materials
Consumer Discretionary
Healthcare
Technology
Energy & Utilities
Consumer Staples
Diversified
Portfolio Updated on: 24 jul, 2026
Top 10 Holdings
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| BSE Ltd | Financial | Equity | 1.00% |
| BSE Ltd | Financial | Equity | 1.00% |
| Laurus Labs Ltd. | Healthcare | Equity | 1.00% |
| Cummins India Ltd | Industrials | Equity | 1.00% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 1.00% |
| BSE Ltd | Financial | Equity | 1.00% |
| GE T&D India Ltd | Industrials | Equity | 1.00% |
| The Federal Bank Ltd | Financial | Equity | 1.00% |
| BSE Ltd | Financial | Equity | 5.70% |
| BSE Ltd | Financial | Equity | 5.35% |
Debt & Credit Risk Analysis
| Alpha | -1.23% |
| Beta | 1.07% |
| Sharpe Ratio | 0.68% |
| Standard Deviation | 19.34% |
Returns Analysis
| Tenure | Absolute | Annualised | Category Average |
|---|---|---|---|
| 3 Months | 0.00% | NA | 4.37% |
| 6 Months | 3.82% | NA | 15.67% |
| 9 Months | -0.88% | NA | 4.40% |
| 1 Year | -2.42% | -2.42% | -0.50% |
| 2 Years | -4.92% | -2.49% | 23.18% |
| 3 Years | 57.55% | 16.36% | 22.72% |
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-growth is one Equity mutual fund offered by Tata Mutual Fund. Launched on 20 Oct 2022, the fund aims Long Term Capital growth. Investment in equity and equity related instruments comprised in Nifty Midcap 150 Momentum 50 Index. It manages assets worth ₹963.6 crore as on Tue Mar 31, 2026. The expense ratio stands at 1.05%.
Nitin Bharat Sharma has experience Prior to joining the Tata MF, he was associated with Share India Securities Ltd, Sharekhan Ltd, Choice Equity Broking Pvt Ltd, Globe Capital Market Ltd. Angel Broking Ltd.
Rakesh Prajapati has experience Prior to joining Tata Mutual Fund, he was working with ICICI Securities Ltd., JM Financial, Edelweiss Securities Ltd. and IDFC Securities Ltd
Top Performing Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth | 31,046.7 | +3.58% | +7.18% | +6.67% | -3.96% | +19.57% | +22.53% |
| Motilal Oswal Midcap Fund Direct-idcw | 31,046.7 | +3.58% | +7.18% | +6.67% | -3.96% | +19.57% | +22.53% |
| Motilal Oswal Midcap Fund Regular-growth | 31,046.7 | +3.52% | +6.97% | +6.26% | -4.73% | +18.42% | +21.26% |
| Motilal Oswal Midcap Fund Regular-idcw | 31,046.7 | +3.52% | +6.97% | +6.26% | -4.73% | +18.42% | +21.26% |
| Invesco India Mid Cap Fund Direct-growth | 9,895.3 | +0.30% | +9.10% | +15.12% | +7.50% | +25.44% | +20.54% |
| Invesco India Mid Cap Fund Direct-idcw | 9,895.3 | +0.30% | +9.10% | +15.12% | +7.50% | +25.44% | +20.54% |
| HDFC Mid Cap Fund Direct-growth | 85,357.9 | -0.25% | +4.24% | +4.61% | +4.83% | +19.40% | +20.01% |
| HDFC Mid Cap Fund Direct-idcw | 85,357.9 | -0.25% | +4.24% | +4.61% | +4.83% | +19.40% | +20.01% |
| Nippon India Growth Mid Cap Fund Direct-growth | 39,676.1 | -1.16% | +2.81% | +10.11% | +6.30% | +21.52% | +19.80% |
| Nippon India Growth Mid Cap Fund Direct-idcw | 39,676.1 | -1.16% | +2.81% | +10.11% | +6.30% | +21.52% | +19.80% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More Funds from Tata Mutual Fund
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| Tata Mid Cap Fund Regular-growth | 4,992.8 | +0.74% | +3.97% | +6.99% | +5.05% | +16.96% | +15.15% |
| Tata Mid Cap Direct Plan-growth | 4,992.8 | +0.84% | +4.28% | +7.63% | +6.32% | +18.37% | +16.56% |
| Tata Mid Cap Fund Regular-idcw | 4,992.8 | +0.74% | +3.97% | +6.99% | +5.05% | +16.96% | +15.15% |
| Tata Mid Cap Direct Plan-idcw | 4,992.8 | +0.84% | +4.28% | +7.63% | +6.32% | +18.37% | +16.56% |
| Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-growth | 963.6 | -4.00% | +0.15% | +4.14% | -1.82% | +17.13% | — |
| Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-idcw | 963.6 | -4.00% | +0.15% | +4.14% | -1.82% | +17.13% | — |
| Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-idcw | 963.6 | -4.05% | 0.00% | +3.82% | -2.42% | +16.36% | — |
| Tata Nifty Midcap 150 Index Fund Direct-growth | 221.3 | -0.74% | +3.86% | +8.20% | +4.06% | — | — |
| Tata Nifty Midcap 150 Index Fund Regular-growth | 221.3 | -0.82% | +3.62% | +7.68% | +3.07% | — | — |
growth is based on 1-month returns of the funds
Top Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth | 85,357.9 | -0.30% | +4.10% | +4.31% | +4.19% | +18.64% | +19.22% |
| HDFC Mid Cap Fund Direct-growth | 85,357.9 | -0.25% | +4.24% | +4.61% | +4.83% | +19.40% | +20.01% |
| HDFC Mid Cap Fund Regular-idcw | 85,357.9 | -0.30% | +4.10% | +4.31% | +4.19% | +18.64% | +19.22% |
| HDFC Mid Cap Fund Direct-idcw | 85,357.9 | -0.25% | +4.24% | +4.61% | +4.83% | +19.40% | +20.01% |
| Kotak Midcap Fund Regular-growth | 55,676.0 | -0.65% | +4.01% | +11.99% | +4.44% | +18.79% | +16.55% |
| Kotak Midcap Fund Direct-growth | 55,676.0 | -0.57% | +4.26% | +12.54% | +5.49% | +20.04% | +17.86% |
| Kotak Midcap Fund Regular-idcw | 55,676.0 | -0.65% | +4.01% | +11.99% | +4.44% | +18.79% | +16.55% |
| Kotak Midcap Fund Direct-idcw | 55,676.0 | -0.57% | +4.26% | +12.54% | +5.49% | +20.04% | +17.86% |
| Nippon India Growth Mid Cap Fund-growth | 39,676.1 | -1.22% | +2.62% | +9.70% | +5.47% | +20.55% | +18.86% |
| Nippon India Growth Mid Cap Fund Direct-growth | 39,676.1 | -1.16% | +2.81% | +10.11% | +6.30% | +21.52% | +19.80% |
Top funds are based on Fund AUM
Top Equity Funds
| Fund name | ||||
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth | ₹112.30 | +19.57% | +22.53% | — |
| Motilal Oswal Midcap Fund Direct-idcw | ₹45.80 | +19.57% | +22.53% | — |
| Motilal Oswal Midcap Fund Regular-growth | ₹97.25 | +18.42% | +21.26% | — |
| Motilal Oswal Midcap Fund Regular-idcw | ₹43.95 | +18.42% | +21.26% | — |
| Invesco India Mid Cap Fund Direct-growth | ₹236.65 | +25.44% | +20.54% | — |
| Invesco India Mid Cap Fund Direct-idcw | ₹82.62 | +25.44% | +20.54% | — |
| Hdfc Mid Cap Fund Direct-growth | ₹227.32 | +19.40% | +20.01% | — |
| Hdfc Mid Cap Fund Direct-idcw | ₹80.72 | +19.40% | +20.01% | — |
| Nippon India Growth Mid Cap Fund Direct-growth | ₹4,893.71 | +21.52% | +19.80% | — |
| Nippon India Growth Mid Cap Fund Direct-idcw | ₹189.82 | +21.52% | +19.80% | — |
growth is based on 5Y returns of the funds
Historical NAV
| Date | NAV |
|---|---|
| 24 Jul 2026 | ₹17.58 |
| 23 Jul 2026 | ₹17.61 |
| 22 Jul 2026 | ₹17.80 |
| 21 Jul 2026 | ₹17.97 |
| 20 Jul 2026 | ₹17.89 |
| 17 Jul 2026 | ₹17.77 |
| 16 Jul 2026 | ₹17.93 |
| 15 Jul 2026 | ₹18.03 |
| 14 Jul 2026 | ₹17.95 |
| 13 Jul 2026 | ₹17.98 |
| 10 Jul 2026 | ₹17.99 |
| 09 Jul 2026 | ₹17.76 |
| 08 Jul 2026 | ₹17.50 |
| 07 Jul 2026 | ₹17.67 |
| 06 Jul 2026 | ₹17.89 |
| 03 Jul 2026 | ₹17.81 |
| 02 Jul 2026 | ₹18.01 |
| 01 Jul 2026 | ₹18.04 |
| 30 Jun 2026 | ₹18.08 |
| 29 Jun 2026 | ₹18.06 |
| 25 Jun 2026 | ₹18.25 |
| 24 Jun 2026 | ₹18.32 |
| 23 Jun 2026 | ₹18.35 |
| 22 Jun 2026 | ₹18.57 |
| 19 Jun 2026 | ₹18.50 |
| 18 Jun 2026 | ₹18.45 |
| 17 Jun 2026 | ₹18.39 |
| 15 Jun 2026 | ₹18.26 |
| 12 Jun 2026 | ₹17.94 |
| 11 Jun 2026 | ₹17.37 |
Portfolio Updated on: 25 Jul, 2026
Fund Growth & Size Analysis
+₹963.6 Cr
Since Launch
This Fund
Category Average
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Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-growth Returns Comparison
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Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-growth FAQ'S
- Sharpe Ratio: 0.68%
- Standard Deviation: 19.34%
- Beta: 1.07%
- Alpha: -1.23%
Additional important ratios:
As of Tue Mar 31, 2026, the total assets managed under Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-growth stand at approximately ₹ 963.6 crore.
The Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-growth has delivered the following short-term performance:
- 6 Months Return: 3.82%
The historical growth of the Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-growth is reflected through its CAGR returns:
- 3 Year CAGR: 16.36%
- Return Since Launch: 16.18%
The portfolio of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-growth is distributed across different asset classes as follows:
- Equity: 100.02%
The Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-growth is managed by Rakesh Prajapati, representing Tata Mutual Fund.
The Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-growth investments are allocated across market caps in the following manner:
- Large Cap Stocks: 1.00%
- Mid Cap Stocks: 1.00%
Top stock holdings of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-growth include:
- BSE Ltd – represents 1.00% of the portfolio
- BSE Ltd – represents 1.00% of the portfolio
- Laurus Labs Ltd – represents 1.00% of the portfolio
- Cummins India Ltd – represents 1.00% of the portfolio
- Multi Commodity Exchange Of India Ltd – represents 1.00% of the portfolio
- BSE Ltd – represents 1.00% of the portfolio
- GE T&D India Ltd – represents 1.00% of the portfolio
- The Federal Bank Ltd – represents 1.00% of the portfolio
- BSE Ltd – represents 5.70% of the portfolio
- BSE Ltd – represents 5.35% of the portfolio
Major sector exposures in Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-growth are:
- Financial – accounts for 338.07% of the portfolio
- Industrials – accounts for 181.99% of the portfolio
- Materials – accounts for 140.31% of the portfolio
- Consumer Discretionary – accounts for 97.49% of the portfolio
- Healthcare – accounts for 96.91% of the portfolio
