Tata Nifty Midcap 150 Index Fund Direct-IDCW

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -4.69%
NAV: ₹10.62 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Tata Nifty Midcap 150 Index Fund Direct-IDCW

  • ₹317.8 Cr
    AUM
  • ₹10.62
    NAV
  • 0.29%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Tata Nifty Midcap 150 Index Fund Direct-IDCW Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -4.69% NA 4.37%
6 Months 0.74% NA 15.67%
1 Year 0.96% 0.96% -0.50%
As on Thu Nov 05, 2026

Asset Allocation of Tata Nifty Midcap 150 Index Fund Direct-IDCW

equities

100.14%
Large Cap: 5.81%
Mid Cap: 91.62%
Small Cap: 2.57%
Other: 0.00%
Top Holdings
Bse Ltd
4.20%
Bse Ltd
3.89%
Bse Ltd
3.89%
Bse Ltd
3.89%
Bse Ltd
3.89%
 
Top Sectors
Financial
60.31%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Tata Nifty Midcap 150 Index Fund Direct-IDCW

Tata Nifty Midcap 150 Index Fund Direct-IDCW is one Equity mutual fund offered by Tata Mutual Fund. Launched on 19 Jun 2025, the fund aims Long Term Capital Appreciation. Returns that correspond to the total returns of the securities as represented by the Nifty Midcap 150 Index (TRI), subject to tracking error. It manages assets worth ₹317.8 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.29%.
The portfolio allocation consists of 100.14% in equities.Managed by Rakesh Prajapati, it has delivered a return of 0.96% in the last year, a total return since inception of 4.43%.
Long-term investors frequently review the best sip in india in order to build systematic wealth.

Read more
  • Nitin Bharat Sharma

    Fund Manager

  • MFM, BAF(Bachelor of Commerce Accounting & Finance)

    Manager Education

  • Rakesh Prajapati

    Fund Manager

  • Mr. Prajapati has done B.Com

    Manager Education

Tata Nifty Midcap 150 Index Fund Direct-IDCW Fund Details

Fund Names Tata Nifty Midcap 150 Index Fund Direct-IDCW
Inception Date 19 Jun 2025
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Tata Nifty Midcap 150 Index Fund Direct-IDCW Fund Returns Comparison

Compare Tata Nifty Midcap 150 Index Fund Direct-IDCW with other mutual funds in the same category

Tata Nifty Midcap 150 Index Fund Direct-IDCW

Motilal Oswal Midcap Fund Direct-Growth

Motilal Oswal Midcap Fund Direct-IDCW

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Motilal Oswal Midcap Fund Direct-Growth trend ₹40,208 3.45% 1.07% 0.22% 18.74% 19.27%
Motilal Oswal Midcap Fund Direct-IDCW trend ₹40,208 3.45% 1.07% 0.22% 18.74% 19.27%
Invesco India Mid Cap Fund Direct-Growth trend ₹15,780 4.08% -2.02% 6.93% 23.72% 18.50%
Invesco India Mid Cap Fund Direct-IDCW trend ₹15,780 4.08% -2.02% 6.93% 23.72% 18.50%
Motilal Oswal Midcap Fund Regular-Growth trend ₹40,208 3.39% 0.89% -0.55% 17.64% 18.07%
Motilal Oswal Midcap Fund Regular-IDCW trend ₹40,208 3.39% 0.89% -0.55% 17.64% 18.07%
HSBC Midcap Fund Direct-Growth trend ₹16,800 0.93% -1.37% 15.34% 22.39% 17.88%
HSBC Midcap Fund Direct-IDCW trend ₹16,800 0.93% -1.37% 15.34% 22.39% 17.88%
HDFC Mid Cap Fund Direct-Growth trend ₹101,856 2.56% -4.17% 1.18% 16.64% 17.85%
HDFC Mid Cap Fund Direct-IDCW trend ₹101,856 2.56% -4.17% 1.18% 16.64% 17.85%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Tata Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Tata Mid Cap Fund Regular-Growth increase ₹5,860 4.12% -2.73% 2.49% 1.97% 13.48%
Tata Mid Cap Direct Plan-Growth increase ₹5,860 4.23% -2.43% 3.11% 3.20% 14.85%
Tata Mid Cap Direct Plan-IDCW increase ₹5,860 4.23% -2.43% 3.11% 3.20% 14.85%
Tata Mid Cap Fund Regular-IDCW increase ₹5,860 4.12% -2.73% 2.49% 1.97% 13.48%
Tata Nifty Midcap 150 Index Fund Regular-Growth increase ₹318 2.43% -4.92% 0.27% 0.00% -
Tata Nifty Midcap 150 Index Fund Direct-Growth increase ₹318 2.51% -4.69% 0.74% 0.96% -
Tata Nifty Midcap 150 Index Fund Regular-IDCW increase ₹318 2.43% -4.92% 0.27% 0.00% -
View More
increase growth is based on 1-month returns of the funds

Tata Nifty Midcap 150 Index Fund Direct-IDCW Calculator

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Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
HDFC Mid Cap Fund Direct-Growth trend ₹101,856 ₹226.14 16.64% 17.85% 17.26%
HDFC Mid Cap Fund Regular-Growth trend ₹101,856 ₹203.75 15.91% 17.08% 16.38%
HDFC Mid Cap Fund Direct-IDCW trend ₹101,856 ₹80.30 16.64% 17.85% 17.26%
HDFC Mid Cap Fund Regular-IDCW trend ₹101,856 ₹51.12 15.91% 17.08% 16.38%
Kotak Mid Cap Fund Direct-Growth trend ₹66,613 ₹163.96 16.60% 15.37% 17.43%
Kotak Mid Cap Fund Regular-Growth trend ₹66,613 ₹139.82 15.40% 14.10% 16.05%
Kotak Mid Cap Fund Regular-IDCW trend ₹66,613 ₹76.79 15.40% 14.10% 16.05%
Kotak Mid Cap Fund Direct-IDCW trend ₹66,613 ₹97.68 16.60% 15.37% 17.43%
Nippon India Growth Mid Cap Fund Direct-Growth trend ₹50,176 ₹4,855.78 17.60% 16.64% 18.10%
Nippon India Growth Mid Cap Fund-Growth trend ₹50,176 ₹4,387.95 16.67% 15.72% 17.22%
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Top funds are based on Fund AUM

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Tata Nifty Midcap 150 Index Fund Direct-IDCW Detailed Portfolio

Stocks Sector % of Holding Value
Bse LtdFinancial4.20%₹12.16 Cr
Bse LtdFinancial3.89%₹11.49 Cr
Bse LtdFinancial3.89%₹11.49 Cr
Bse LtdFinancial3.89%₹11.49 Cr
Bse LtdFinancial3.89%₹11.49 Cr
Bse LtdFinancial3.17%₹10.53 Cr
Bse LtdFinancial3.17%₹10.53 Cr
Bse LtdFinancial3.17%₹10.53 Cr
Bse LtdFinancial3.17%₹10.53 Cr
Bse LtdFinancial3.17%₹10.53 Cr
Bse LtdFinancial3.17%₹10.53 Cr
Bse LtdFinancial3.83%₹10.34 Cr
Bse LtdFinancial3.17%₹7.01 Cr
The Federal Bank LtdFinancial2.08%₹6.90 Cr
The Federal Bank LtdFinancial2.08%₹6.90 Cr
The Federal Bank LtdFinancial2.08%₹6.90 Cr
The Federal Bank LtdFinancial2.08%₹6.90 Cr
The Federal Bank LtdFinancial2.08%₹6.90 Cr
The Federal Bank LtdFinancial2.08%₹6.90 Cr
Multi Commodity Exchange Of India LtdFinancial2.05%₹6.81 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Motilal Oswal Midcap Fund Direct-Growth increase ₹119.01 18.74% 19.27% -
Motilal Oswal Midcap Fund Direct-IDCW increase ₹48.54 18.74% 19.27% -
Invesco India Mid Cap Fund Direct-Growth increase ₹238.94 23.72% 18.50% -
Invesco India Mid Cap Fund Direct-IDCW increase ₹83.42 23.72% 18.50% -
Motilal Oswal Midcap Fund Regular-Growth increase ₹102.85 17.64% 18.07% -
Motilal Oswal Midcap Fund Regular-IDCW increase ₹46.48 17.64% 18.07% -
HSBC Midcap Fund Direct-Growth increase ₹524.81 22.39% 17.88% -
HSBC Midcap Fund Direct-IDCW increase ₹92.60 22.39% 17.88% -
HDFC Mid Cap Fund Direct-Growth increase ₹226.14 16.64% 17.85% -
HDFC Mid Cap Fund Direct-IDCW increase ₹80.30 16.64% 17.85% -
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increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Tata Nifty Midcap 150 Index Fund Direct-IDCW

What is the current AUM of Tata Nifty Midcap 150 Index Fund Direct-IDCW?

As of Wed Sep 30, 2026, Tata Nifty Midcap 150 Index Fund Direct-IDCW manages assets worth ₹317.8 crore

How has Tata Nifty Midcap 150 Index Fund Direct-IDCW performed recently?

  • 3 Months: -4.69%
  • 6 Months: 0.74%

What is the long-term performance of Tata Nifty Midcap 150 Index Fund Direct-IDCW?

  • Since Inception: 4.43%

What is the portfolio composition of Tata Nifty Midcap 150 Index Fund Direct-IDCW?

Equity: 100.14%, Others: -0.14%.

Who manages Tata Nifty Midcap 150 Index Fund Direct-IDCW?

Tata Nifty Midcap 150 Index Fund Direct-IDCW is managed by Rakesh Prajapati from Tata Mutual Fund.

What is the market-cap allocation of Tata Nifty Midcap 150 Index Fund Direct-IDCW?

Large Cap: 5.81%, Mid Cap: 91.62%, Small Cap: 2.57%.

Which are the top companies Tata Nifty Midcap 150 Index Fund Direct-IDCW has invested in?

  • BSE Ltd – 4.20% of the fund's portfolio
  • BSE Ltd – 3.89% of the fund's portfolio
  • BSE Ltd – 3.89% of the fund's portfolio
  • BSE Ltd – 3.89% of the fund's portfolio
  • BSE Ltd – 3.89% of the fund's portfolio

Which are the major sectors Tata Nifty Midcap 150 Index Fund Direct-IDCW focuses on?

  • Financial – 60.31% of the fund's portfolio
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