Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
3Y Annualised
N/A
0.61% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-3.47%
0.61% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
-11 years -10 months
5 years 3 months
9 years 7 months
Fund info
Fund size
₹958.85 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0%
0.25 % of the applicable NAV, if redeemed on or before 90 days from the date of allotment
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Tata Nifty MidSmall Healthcare Index Fund Direct Growth
2nd
Tata Nifty MidSmall Healthcare Index Fund Direct Reinvestment Inc Dist cum Cap Wdrl
3rd
Tata Nifty MidSmall Healthcare Index Fund Direct Payout Inc Dist cum Cap Wdrl
4th
Tata Nifty MidSmall Healthcare Index Fund Regular Reinvestment Inc Dist cum Cap Wdrl
5th
Tata Nifty MidSmall Healthcare Index Fund Regular Payout Inc Dist cum Cap Wdrl
814th
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
Fund Managers
About Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth is a Equity mutual fund scheme from Tata Asset Management Limited. This fund has been in existence for 2 years, having been launched on 2022-10-20. Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth has ₹958.85 Cr worth of assets under management (AUM) as of Wed Jul 30 2025. The latest Net Asset Value (NAV) of Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth as of Tue Jul 29 2025 is ₹18.0763. The fund has an expense ratio of 0.43%, which is medium comparable to most other Equity funds.
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth returns for the last 1 year are -6.20%. Since launch, it has delivered 23.80% average annual returns.
The Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth has the majority of its money invested in Healthcare, Financial Services, Industrials, Basic Materials, Technology sectors.
Top 5 Holdings of Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth.
- Max Healthcare Institute Ltd Ordinary Shares: 5.03%
- BSE Ltd: 4.85%
- Max Financial Services Ltd: 4.71%
- Suzlon Energy Ltd: 4.51%
- Solar Industries India Ltd: 4.43%
AMC Information
| Name | Tata Asset Management Limited |
|---|---|
| Founding Date | 2022-10-20 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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