Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan

Others

Index Funds/ETFs

Very High Risk

Rs 17.86

-0.37

NAV as on Dec 29, 2025

Benchmark

NIFTY Midcap150 Momentum 50 Total Return

Expense Ratio

1.05%

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 - Regular Plan 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

20.13%

Launch Date

Oct 4, 2022

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Standard Deviation

18.02 vs 13.98

Fund Vs Category Avg

Beta

0.85 vs 0.98

Fund Vs Category Avg

Sharpe Ratio

0.87 vs 0.78

Fund Vs Category Avg

Portfolio Turnover Ratio

95.98 vs 41.59

Fund Vs 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 29, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-1.25	-2.49	5.30	-2.64	11.49	22.73	NA	NA	20.13
Category Average (%)	-0.44	0.14	4.71	3.77	7.64	14.85	5.96	NA	25.65
Rank within Category	1381	1410	411	1384	1409	86	NA	NA	289

* 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(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
SBI Nifty 50 ETF	277.10	2,17,587	-0.90	-1.00	5.45	1.68	10.24	13.80	13.91	13.30	37.45	0.04
SBI BSE Sensex ETF	937.01	1,26,146	-0.97	-1.19	5.54	1.21	8.85	12.80	12.91	13.17	42.65	0.04
UTI Nifty 50 ETF	285.33	69,510	-0.90	-0.99	5.47	1.71	10.27	13.81	13.94	13.63	72.84	0.05
Nippon India ETF Nifty 50 BeES	293.17	55,666	-0.90	-1.00	5.45	1.69	10.25	13.81	14.53	13.84	26.70	0.05
UTI BSE Sensex ETF	931.41	54,591	-0.97	-1.18	5.56	1.23	8.87	12.81	12.91	13.55	55.09	0.05
ICICI Prudential Nifty 50 ETF	291.67	36,388	-0.90	-1.00	5.45	1.69	10.27	13.83	14.55	13.56	30.20	0.02
Nippon India ETF Gold BeES	113.09	34,950	0.48	8.14	18.47	41.86	76.45	33.66	20.99	17.10	14.12	0.79
Nippon India CPSE ETF	90.40	29,140	-0.68	-1.30	-2.10	-3.91	6.01	33.70	34.87	15.55	20.61	0.01
UTI Nifty 50 Index Fund	178.63	26,492	-0.90	-1.02	5.40	1.56	9.98	13.48	14.21	13.57	11.83	0.31
ICICI Prudential BSE Sensex ETF	966.50	26,003	-0.97	-1.19	5.54	1.22	8.88	12.85	13.53	13.78	22.01	0.02

View All

Dec 29, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹4,732 (-5.37%)

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(Growth Regular)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Tata Gold Exchange Traded Fund	Others - Index Funds/ETFs	13.36	2,210	77.23	NA
Tata Nifty 50 Index Fund	Others - Index Funds/ETFs	161.47	1,525	9.68	13.86
Tata Silver Exchange Traded Fund	Others - Index Funds/ETFs	22.66	1,383	159.75	NA
Tata Nifty Midcap 150 Momentum 50 Index Fund	Others - Index Funds/ETFs	17.86	1,060	-5.37	NA
Tata Nifty 50 ETF	Others - Index Funds/ETFs	280.41	756	10.27	14.50
Tata Nifty Capital Markets Index Fund	Others - Index Funds/ETFs	12.52	443	14.81	NA
Tata BSE Sensex Index Fund	Others - Index Funds/ETFs	212.94	423	8.29	12.66
Tata Nifty India Tourism Index Fund	Others - Index Funds/ETFs	9.76	308	-7.12	NA
Tata BSE Select Business Groups Index Fund	Others - Index Funds/ETFs	10.39	224	9.41	NA
Tata Nifty200 Alpha 30 Index Fund	Others - Index Funds/ETFs	8.39	210	-6.80	NA

View All

Dec 29, 2025

Top Performing Related Funds

Scheme Name(Growth Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Tata Money Market Fund	4,872.67	41,197	0.11	0.42	1.46	3.00	7.46	7.49	6.22	5.95	7.25	0.40
Tata Liquid Fund	4,230.10	22,790	0.09	0.46	1.45	2.88	6.53	6.93	5.74	6.13	7.00	0.31
Tata Arbitrage Fund	14.77	20,154	0.11	0.57	1.56	2.91	6.44	6.98	5.76	NA	5.71	1.09
Tata Digital India Fund	49.07	12,085	-1.97	1.99	10.04	0.56	-9.45	16.06	16.08	17.24	17.23	1.68
Tata Small Cap Fund	36.39	11,410	-1.39	-3.11	-7.92	-9.92	-12.91	15.50	23.16	NA	19.85	1.68
Tata Balanced Advantage Fund	20.96	9,857	-0.47	-0.44	3.24	1.51	5.39	10.91	10.97	NA	11.28	1.71