Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - IDCW

Others

Index Funds/ETFs

Very High Risk

Rs 18.04

-1.38

NAV as on Dec 30, 2025

Benchmark

NIFTY Midcap150 Momentum 50 Total Return

Expense Ratio

0.44%

Fund Category

Others - Index Funds/ETFs

Fund Size

Rs 1,060 Crores

Exit Load

0.50%

Min. Investment

Rs 5,000

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Asset Allocation

Sector Allocation

Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - IDCW Fund Details

Investment Objective - 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.

Fund House

Tata Mutual Fund

Return Since Launch

20.47%

Launch Date

Oct 4, 2022

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

13.98

Category Avg

Beta

0.98

Category Avg

Sharpe Ratio

0.78

Category Avg

Portfolio Turnover Ratio

41.59

Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
BSE Ltd.	5.12	Finance	Equity
Max Financial Services Ltd.	4.90	Finance	Equity
Max Healthcare Institute Ltd.	4.61	Pharmaceuticals and health care	Equity
Coforge Ltd.	3.92	Information Technology	Equity
Persistent Systems Ltd.	3.71	Information Technology	Equity
Suzlon Energy Ltd.	3.62	Engineering	Equity
One97 Communications Ltd.	3.55	Information Technology	Equity
Solar Industries India Ltd.	3.36	Chemicals	Equity
SRF Ltd.	3.09	Chemicals	Equity
Fortis Healthcare Ltd.	2.89	Pharmaceuticals and health care	Equity

View All

Dec 30, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-2.11	-3.78	4.19	-4.34	11.45	23.01	NA	NA	20.47
Category Average (%)	-0.59	-0.14	4.44	3.09	7.44	14.27	5.91	NA	23.21
Rank within Category	1376	1400	295	1367	1396	65	NA	NA	268

* Returns over 1 year are CAGR

Screen Funds Yourself to identify the best mutual funds and explore top mutual funds screens.

Peer Comparision

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
UTI Nifty 50 Index Fund	91.30	26,492	-0.78	-1.02	5.52	2.09	10.86	13.79	14.25	13.60	18.54	0.19
ICICI Prudential Nifty 50 Index Fund	36.64	15,348	-0.78	-1.02	5.49	2.06	10.78	13.73	14.19	13.57	13.41	0.19
SBI Nifty Index Fund	123.73	11,633	-0.78	-1.03	5.48	2.03	10.76	13.76	14.19	13.58	21.38	0.19
Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 Index Fund-DP	12.80	8,342	0.08	0.43	1.44	2.92	7.58	7.48	NA	NA	5.96	0.21
ICICI Prudential Nifty Next 50 Index Fund	63.62	8,151	-0.42	-0.70	1.24	-0.21	1.33	17.93	16.52	13.74	15.32	0.31
SBI CPSE Bond Plus SDL Sep 2026 50 50 Index Fund	12.75	7,809	0.08	0.41	1.43	2.90	7.53	7.60	NA	NA	6.39	0.21
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund	12.73	7,221	0.07	0.50	1.63	2.97	7.93	7.76	NA	NA	6.44	0.20
Edelweiss Nifty PSU Bond Plus SDL Apr 2026 50:50 Index Fund	13.46	6,678	0.08	0.48	1.42	2.91	7.33	7.34	NA	NA	6.42	0.24
Bandhan CRISIL IBX Gilt June 2027 Index Fund	10.30	6,265	0.03	0.34	1.45	-1.04	0.65	0.30	NA	NA	0.63	0.21
Bandhan CRISIL IBX Gilt April 2028 Index Fund	10.33	4,238	0.01	0.43	1.59	-1.19	0.76	0.27	NA	NA	0.68	0.21

View All

Dec 30, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹4,745 (-5.10%)

Fund Manager

Nitin Sharma

Rakesh Prajapati

Mr. Nitin Sharma holds MFM, BAF(Bachelor of Commerce Accounting & Finance). 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.

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Here is the list of funds managed by Nitin Sharma

Scheme Name(IDCW Direct)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Tata Nifty Midcap 150 Momentum 50 Index Fund	Others - Index Funds/ETFs	18.04	1,060	-5.10	NA
Tata Nifty Capital Markets Index Fund	Others - Index Funds/ETFs	12.50	443	13.71	NA
Tata Nifty India Tourism Index Fund	Others - Index Funds/ETFs	9.78	308	-7.35	NA
Tata BSE Select Business Groups Index Fund	Others - Index Funds/ETFs	10.51	224	11.10	NA
Tata Nifty200 Alpha 30 Index Fund	Others - Index Funds/ETFs	8.42	210	-6.28	NA
Tata Nifty Midcap 150 Index Fund	Others - Index Funds/ETFs	10.48	179	NA	NA
Tata Nifty MidSmall Healthcare Index Fund	Others - Index Funds/ETFs	12.72	161	-2.04	NA
Tata Nifty India Digital ETF Fund of Fund	Others - Fund of Funds	15.45	134	-1.69	NA
Tata Nifty500 Multicap India Manufacturing 50 30 20 Index Fund Plan	Others - Index Funds/ETFs	11.70	127	7.74	NA
Tata Nifty Auto Index Fund	Others - Index Funds/ETFs	12.65	102	22.76	NA

View All

Dec 30, 2025

Top Performing Related Funds

Scheme Name(IDCW Direct)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Tata Small Cap Fund	40.87	11,410	-1.55	-3.54	-7.93	-10.39	-11.97	16.49	24.85	NA	21.82	0.34
Tata Balanced Advantage Fund	23.34	9,857	-0.41	-0.35	3.65	2.28	6.97	12.51	12.57	NA	13.81	0.44
Tata Value Fund	138.81	9,032	-0.88	-0.15	6.12	2.73	4.29	15.94	14.91	11.82	22.43	0.81
Tata Value Fund - Trigger Option A 5%	150.08	9,032	-0.88	-0.15	6.12	2.73	4.29	17.44	16.18	12.65	23.16	0.79
Tata Large & Mid Cap Fund	116.79	8,753	-0.59	-1.09	2.48	-2.14	2.23	14.08	16.75	13.45	20.81	0.65
Tata Mid Cap Fund	168.78	5,420	-0.49	-0.45	5.59	3.47	6.78	23.30	22.11	15.36	24.28	0.61