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OTHER•INDEX FUND

TATA Nifty Midcap 150 Momentum 50 Index Fund

3 Year return

21.28%
NAV on December 12, 2025
18.179
1D Returns
+0.16%
Launched on October 2022(3 years)

Investment Details

₹150
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
40.75%₹1,467
Total Value ₹5,067

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹1,060.42 Cr.
Expense Ratio
0.44% (inclusive of GST)
Exit Load
1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Tata Mutual Fund Manager

NS

Nitin Sharma

Fund Manager since Jul 2025

RP

Rakesh Prajapati

Fund Manager since Dec 2024

Fund House Details

Tata Mutual Fund

Tata Mutual Fund

Asset management company

AUM
₹2,17,939.09 Cr.
No. of Schemes
189
Setup Date
March 1994

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Nifty Midcap 150 Index Fund21.9927%
0
Motilal Oswal Nifty Smallcap 250 Index Fund19.04%
0
Nippon India Nifty Smallcap 250 Index Fund18.5644%
0

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

About Tata Nifty Midcap 150 Momentum 50 Index Fund Growth Direct Plan

Tata Nifty Midcap 150 Momentum 50 Index Fund, managed by Tata Mutual Fund, falls within the index funds category, specifically targeting midcap stocks with strong momentum. This direct plan offers the Growth scheme, aiming to provide potential capital appreciation by closely tracking the Nifty Midcap 150 Momentum 50 Index. The fund seeks to capitalise on the growth potential of midcap companies displaying positive momentum. It has an expense ratio that is slightly higher than the category average.

Investment Objective of the Scheme

The scheme's primary objective is to offer investors the opportunity to benefit from the growth potential of midcap stocks exhibiting favorable momentum. Tata Nifty Midcap 150 Momentum 50 Index Fund Growth Direct Plan aims to achieve this by tracking the composition, and hence the performance, of the Nifty Midcap 150 Momentum 50 Index. The fund's strategy focuses on delivering returns by capturing the momentum effect within the midcap segment.

Key Features of The Fund

5-year return
0%
Expense Ratio
0.44%
Fund Manager
Nitin Sharma
Fund Size
₹1060.42 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

If you're interested in gaining exposure to the growth potential of midcap stocks with positive momentum and prefer a passive investment strategy, Tata Nifty Midcap 150 Momentum 50 Index Fund Growth Direct Plan could be a suitable choice. This fund aligns with individuals looking for diversification within the midcap segment through a systematic index-tracking approach. However, keep in mind that index funds are subject to market fluctuations. Before considering this fund, evaluate your investment goals, risk tolerance, and understanding of index investing. Consulting financial experts can provide personalised guidance for well-informed decisions.

AMC Contact Details

NameTata Mutual Fund
Launch DateMarch 1994
AddressMulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra
Contact(022) 6282 7777
Emailservice@tataamc.com
Websitehttps://www.tatamutualfund.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Nifty Midcap 150 Momentum 50 Index Fund on December 12, 2025, is ₹18.179
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA Nifty Midcap 150 Momentum 50 Index Fund, is ₹1060.42 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of TATA Nifty Midcap 150 Momentum 50 Index Fund is 0.44%
The TATA Nifty Midcap 150 Momentum 50 Index Fund was launched on October 04, 2022. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA Nifty Midcap 150 Momentum 50 Index Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹5,067 in 3Y at 21.2761% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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