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Fund Overview of Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-IDCW
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₹1,205.6 CrAUM
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₹18.25NAV
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0.73%Expense Ratio
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.
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-IDCW Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -2.45% | NA | NA |
| 6 Months | 0.50% | NA | NA |
| 1 Year | -0.51% | -0.51% | NA |
| 2 Years | -2.15% | -1.08% | NA |
| 3 Years | 46.64% | 13.61% | NA |
Asset Allocation of Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-IDCW
equities
100.05%Launched on 20 Oct 2022, the fund aims Long Term Capital growth. Investment in equity and equity related instruments comprised in Nifty Midcap 150 Momentum 50 Index. It manages assets worth ₹1,205.6 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.73%. Fund Manager Manager Education Fund Manager Manager EducationAbout Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-IDCW
The portfolio allocation consists of 100.05% in equities.Managed by Rakesh Prajapati, it has delivered a return of -0.51% in the last year, a total return since inception of 16.03%.
Identifying an appropriate best sip plan has a vital role in systematic investing.
Key Metrics of Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-IDCW
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Standard Deviation20.32%
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Mean14.00%
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Sharpe Ratio0.41%
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Alpha2.41%
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Beta1.17%
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Sortino Ratio0.56%
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-IDCW Fund Details
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Compare Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-IDCW with other mutual funds in the same category
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-IDCW
ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth
Top Performing Mutual Funds
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 Nifty Midcap 150 Momentum 50 Index Fund Regular-Growth
|
₹1,206 | 2.27% | -2.60% | 0.20% | -1.12% | 12.88% |
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Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-Growth
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₹1,206 | 2.32% | -2.45% | 0.50% | -0.51% | 13.61% |
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Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW
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₹1,206 | 2.27% | -2.60% | 0.20% | -1.12% | 12.88% |
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Tata Nifty200 Alpha 30 Index Fund Direct-Growth
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₹199 | 3.22% | -1.87% | 3.09% | 2.88% | - |
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Tata Nifty200 Alpha 30 Index Fund Regular-Growth
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₹199 | 3.16% | -2.01% | 2.78% | 2.26% | - |
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Tata Nifty200 Alpha 30 Index Fund Regular-IDCW
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₹199 | 3.16% | -2.01% | 2.78% | 2.26% | - |
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Tata Nifty200 Alpha 30 Index Fund Direct-IDCW
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₹199 | 3.22% | -1.87% | 3.09% | 2.88% | - |
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Tata BSE Quality Index Fund Regular-Growth
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₹46 | 3.26% | -5.95% | -5.84% | -1.41% | - |
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Tata BSE Quality Index Fund Direct-Growth
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₹46 | 3.32% | -5.78% | -5.51% | -0.68% | - |
growth is based on 1-month returns of the fundsTata Nifty Midcap 150 Momentum 50 Index Fund Direct-IDCW Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| UTI Nifty200 Momentum 30 Index Fund Regular-Growth |
₹7,962 | ₹20.18 | 9.42% | 7.57% | - |
| UTI Nifty200 Momentum 30 Index Fund Direct-Growth |
₹7,962 | ₹20.75 | 9.94% | 8.09% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth |
₹3,114 | ₹22.00 | 10.70% | 9.31% | - |
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-IDCW Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bse Ltd | Financial | 7.56% | ₹89.12 Cr |
| Laurus Labs Ltd | Healthcare | 7.01% | ₹84.57 Cr |
| Laurus Labs Ltd | Healthcare | 7.01% | ₹84.57 Cr |
| Laurus Labs Ltd | Healthcare | 7.01% | ₹84.57 Cr |
| Laurus Labs Ltd | Healthcare | 7.01% | ₹84.57 Cr |
| Laurus Labs Ltd | Healthcare | 6.32% | ₹80.58 Cr |
| Laurus Labs Ltd | Healthcare | 6.32% | ₹80.58 Cr |
| Laurus Labs Ltd | Healthcare | 6.32% | ₹80.58 Cr |
| Laurus Labs Ltd | Healthcare | 6.32% | ₹80.58 Cr |
| Laurus Labs Ltd | Healthcare | 6.32% | ₹80.58 Cr |
| Laurus Labs Ltd | Healthcare | 6.32% | ₹80.58 Cr |
| Bse Ltd | Financial | 6.89% | ₹77.33 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 5.75% | ₹73.24 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 5.75% | ₹73.24 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 5.75% | ₹73.24 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 5.75% | ₹73.24 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 5.75% | ₹73.24 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 5.75% | ₹73.24 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 5.99% | ₹72.17 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 5.99% | ₹72.17 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Nifty 100 Low Volatility 30 ETF-Growth |
₹22.00 | 10.70% | 9.31% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF-Growth |
₹27.08 | 9.87% | 9.07% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-Growth |
₹18.36 | 10.50% | 9.06% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Direct-IDCW |
₹18.36 | 10.50% | 9.06% | - |
| Edelweiss Nifty 100 Quality 30 Index Fund Direct-Growth |
₹14.94 | 10.14% | 8.80% | - |
| Edelweiss Nifty 100 Quality 30 Index Fund Direct-IDCW |
₹14.73 | 10.14% | 8.80% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-Growth |
₹14.74 | 9.71% | 8.79% | - |
| ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF Direct-IDCW |
₹14.74 | 9.71% | 8.79% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-Growth |
₹17.91 | 10.10% | 8.59% | - |
| ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF-IDCW |
₹17.91 | 10.10% | 8.59% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-IDCW
What is the current AUM of Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-IDCW?
As of Wed Sep 30, 2026, Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-IDCW manages assets worth ₹1,205.6 crore
How has Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-IDCW performed recently?
- 3 Months: -2.45%
- 6 Months: 0.50%
What is the long-term performance of Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-IDCW?
- 3 Years CAGR: 13.61%
- Since Inception: 16.03%
What is the portfolio composition of Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-IDCW?
Equity: 100.05%, Others: -0.05%.
Who manages Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-IDCW?
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-IDCW is managed by Rakesh Prajapati from Tata Mutual Fund.
What is the market-cap allocation of Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-IDCW?
Large Cap: 20.63%, Mid Cap: 79.37%.
Which are the top companies Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-IDCW has invested in?
- BSE Ltd – 7.56% of the fund's portfolio
- Laurus Labs Ltd – 7.01% of the fund's portfolio
- Laurus Labs Ltd – 7.01% of the fund's portfolio
- Laurus Labs Ltd – 7.01% of the fund's portfolio
- Laurus Labs Ltd – 7.01% of the fund's portfolio
Which are the major sectors Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-IDCW focuses on?
- Healthcare – 65.96% of the fund's portfolio
- Financial – 60.93% of the fund's portfolio
