Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan

Others

Index Funds/ETFs

Very High Risk

Rs 17.62

-1.38

NAV as on Dec 30, 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

19.58%

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 30, 2025

Performance Analysis

	1W	1M	3M	6M	1Y	3Y	5Y	10Y	SI
Fund Returns (%)	-2.12	-3.83	4.03	-4.63	10.72	22.14	NA	NA	19.58
Category Average (%)	-0.58	-0.05	4.57	3.49	7.84	14.83	5.92	NA	24.26
Rank within Category	1382	1411	410	1383	1411	87	NA	NA	290

* 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 Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
UTI Nifty 50 Index Fund	89.98	26,492	-0.78	-1.03	5.48	2.03	10.75	13.65	14.12	13.49	8.90	0.31
ICICI Prudential Nifty 50 Index Fund	34.81	15,348	-0.78	-1.04	5.45	1.98	10.60	13.55	13.96	13.23	12.91	0.36
SBI Nifty Index Fund	117.72	11,633	-0.79	-1.04	5.42	1.93	10.52	13.44	13.85	13.17	11.97	0.40
Aditya Birla Sun Life Nifty SDL Plus PSU Bond SEP 2026 60 40 Index Fund	12.71	8,342	0.07	0.42	1.40	2.84	7.42	7.31	NA	NA	5.80	0.36
ICICI Prudential Nifty Next 50 Index Fund	60.29	8,151	-0.43	-0.74	1.15	-0.39	0.96	17.54	16.08	13.29	12.28	0.68
SBI CPSE Bond Plus SDL Sep 2026 50 50 Index Fund	12.61	7,809	0.08	0.40	1.40	2.84	7.40	7.28	NA	NA	6.09	0.34
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund	12.66	7,221	0.06	0.49	1.59	2.89	7.77	7.60	NA	NA	6.28	0.35
Edelweiss Nifty PSU Bond Plus SDL Apr 2026 50:50 Index Fund	13.34	6,678	0.08	0.46	1.37	2.81	7.12	7.13	NA	NA	6.22	0.43
Kotak Nifty Bank ETF	611.95	6,532	-0.04	-1.00	8.25	3.50	16.86	11.95	14.15	13.63	45.05	0.15
Bandhan CRISIL IBX Gilt June 2027 Index Fund	10.30	6,265	0.02	0.32	1.39	-1.03	0.65	0.30	NA	NA	0.61	0.46

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 ₹4,716 (-5.68%)

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 Regular)	Category	NAV(Rs)	AUM(Rs Cr)	1Y(%)	5Y(%)
Tata Nifty Midcap 150 Momentum 50 Index Fund	Others - Index Funds/ETFs	17.62	1,060	-5.68	NA
Tata Nifty Capital Markets Index Fund	Others - Index Funds/ETFs	12.41	443	12.98	NA
Tata Nifty India Tourism Index Fund	Others - Index Funds/ETFs	9.68	308	-7.97	NA
Tata BSE Select Business Groups Index Fund	Others - Index Funds/ETFs	10.42	224	10.22	NA
Tata Nifty200 Alpha 30 Index Fund	Others - Index Funds/ETFs	8.35	210	-6.90	NA
Tata Nifty Midcap 150 Index Fund	Others - Index Funds/ETFs	10.43	179	NA	NA
Tata Nifty MidSmall Healthcare Index Fund	Others - Index Funds/ETFs	12.58	161	-2.64	NA
Tata Nifty India Digital ETF Fund of Fund	Others - Fund of Funds	15.19	134	-2.07	NA
Tata Nifty500 Multicap India Manufacturing 50 30 20 Index Fund	Others - Index Funds/ETFs	11.56	127	7.08	NA
Tata Nifty Auto Index Fund	Others - Index Funds/ETFs	12.50	102	22.00	NA

View All

Dec 30, 2025

Top Performing Related Funds

Scheme Name(IDCW Regular)	NAV (Rs)	AUM (Rs Cr)	1W(%)	1M(%)	3M(%)	6M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	SI(%)	ER(%)
Tata Liquid Fund	1,001.52	22,790	NA	NA	NA	NA	NA	NA	NA	NA	0.01	0.31
Tata Digital India Fund	48.68	12,085	-2.34	1.17	9.22	-0.42	-10.59	15.86	15.80	17.18	17.13	1.68
Tata Small Cap Fund	36.18	11,410	-1.57	-3.66	-8.24	-10.99	-13.14	14.82	22.86	NA	19.75	1.68
Tata Balanced Advantage Fund	20.95	9,857	-0.43	-0.46	3.32	1.63	5.61	10.99	10.93	NA	11.95	1.71
Tata Value Fund	120.87	9,032	-0.89	-0.24	5.86	2.23	3.27	14.79	13.70	10.49	12.28	1.79
Tata Value Fund - Trigger Option A 5%	134.33	9,032	-0.89	-0.24	5.86	2.23	3.27	16.28	14.90	11.64	17.34	1.77