Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan

Others

Index Funds/ETFs

Very High Risk

Rs 17.42

-0.84

NAV as on Sep 24, 2025

Benchmark

NIFTY Midcap150 Momentum 50 Total Return

Expense Ratio

1.04%

Fund Category

Others - Index Funds/ETFs

Fund Size

Rs 949 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

21.09%

Launch Date

Oct 4, 2022

Type

Open Ended

Riskometer

Very High

Ratio Analysis

Portfolio Turnover Ratio

108.44 vs NA

Fund Vs Category Avg

Top Holdings

Name	Assets (%)	Sector	Instrument
Max Financial Services Ltd.	4.93	Finance	Equity
Max Healthcare Institute Ltd.	4.90	Pharmaceuticals and health care	Equity
Suzlon Energy Ltd.	4.05	Engineering	Equity
BSE Ltd.	3.95	Finance	Equity
Coforge Ltd.	3.79	Information Technology	Equity
Solar Industries India Ltd.	3.73	Chemicals	Equity
One97 Communications Ltd.	3.47	Information Technology	Equity
Persistent Systems Ltd.	3.31	Information Technology	Equity
SRF Ltd.	3.20	Chemicals	Equity
Dixon Technologies (India) Ltd.	3.09	Consumer Durables	Equity

View All

Sep 24, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-2.20	-2.07	-4.33	7.28	19.32	NA	NA	NA	21.09
Category Average (%)	-0.90	1.34	1.05	6.83	0.68	13.05	7.91	NA	26.86
Rank within Category	866	1433	1253	387	1402	NA	NA	NA	268

* Returns over 1 year are CAGR

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	267.30	1,99,921	-1.44	0.77	0.56	6.79	-2.24	14.32	19.04	13.00	38.09	0.04
SBI BSE Sensex ETF	902.75	1,15,899	-1.57	0.52	0.05	5.69	-2.65	13.38	18.20	12.86	43.29	0.04
UTI Nifty 50 ETF	275.19	62,669	-1.44	0.77	0.56	6.79	-2.23	14.33	19.06	13.33	74.70	0.05
Nippon India ETF Nifty 50 BeES	282.80	49,380	-1.44	0.77	0.56	6.79	-2.23	14.34	19.69	13.52	26.84	0.05
UTI BSE Sensex ETF	897.18	49,128	-1.57	0.52	0.05	5.69	-2.65	13.38	18.20	13.24	56.30	0.05
Nippon India CPSE ETF	93.48	32,052	0.48	4.20	0.20	5.76	-7.35	37.89	42.35	16.36	21.48	0.01
ICICI Prudential Nifty 50 ETF	281.34	31,381	-1.44	0.77	0.56	6.80	-2.21	14.36	19.70	13.25	30.55	0.02
Edelweiss Bharat Bond ETF - April 2030	1,535.58	25,229	0.01	0.45	1.08	4.76	8.38	8.48	6.97	NA	7.76	NA
Nippon India ETF Gold BeES	94.17	23,832	3.11	14.06	16.45	28.42	49.80	30.08	16.40	14.35	13.22	0.79
UTI Nifty 50 Index Fund	172.41	23,719	-1.45	0.74	0.49	6.65	-2.47	14.00	19.36	13.26	11.81	0.29

View All

Sep 24, 2025

Return Calculator

₹ One-Time

Over the past

Invested

₹5000

Invested Amount
Estimated Return

Total investment of ₹5000

Would have become ₹4,372 (-12.56%)

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 Nifty 50 Index Fund	Others - Index Funds/ETFs	155.91	1,296	-2.82	18.92
Tata Nifty Midcap 150 Momentum 50 Index Fund	Others - Index Funds/ETFs	17.42	949	-12.56	NA
Tata Gold Exchange Traded Fund	Others - Index Funds/ETFs	11.06	939	50.05	NA
Tata Nifty 50 ETF	Others - Index Funds/ETFs	270.33	704	-2.28	19.62
Tata BSE Sensex Index Fund	Others - Index Funds/ETFs	205.28	389	-3.24	17.76
Tata Silver Exchange Traded Fund	Others - Index Funds/ETFs	12.95	358	47.92	NA
Tata Nifty India Tourism Index Fund	Others - Index Funds/ETFs	10.37	340	-2.23	NA
Tata Nifty Capital Markets Index Fund	Others - Index Funds/ETFs	11.50	308	NA	NA
Tata Nifty200 Alpha 30 Index Fund	Others - Index Funds/ETFs	8.47	210	-14.31	NA
Tata BSE Select Business Groups Index Fund	Others - Index Funds/ETFs	9.94	204	NA	NA

View All

Sep 24, 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	4,799.43	38,965	0.09	0.49	1.49	3.90	7.77	7.55	6.13	6.00	7.27	0.40
Tata Liquid Fund	4,167.23	25,031	0.09	0.47	1.42	3.24	6.85	6.98	5.60	6.18	7.01	0.31
Tata Arbitrage Fund	14.54	18,596	0.10	0.35	1.34	3.11	6.53	6.92	5.60	NA	5.68	1.08
Tata Digital India Fund	46.19	11,520	-3.94	-0.54	-4.35	1.64	-12.75	15.79	20.22	NA	17.00	1.67
Tata Small Cap Fund	40.52	11,416	-0.45	1.09	1.68	8.96	-7.50	21.14	30.77	NA	22.60	1.67
Tata Balanced Advantage Fund	20.48	9,826	-0.66	0.11	0.58	4.35	-0.57	11.04	13.04	NA	11.37	1.71