Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth
3Y Annualised
14.86%
-0.43% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.18%
-0.43% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
5 years
8 years 10 months
9 years 7 months
Fund info
Fund size
₹1216.75 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0%
Redemption/Switchout/SWP/STP/non-SIP 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Edelweiss BSE Internet Economy Index Fund Direct Growth
2nd
Edelweiss BSE Internet Economy Index Fund Direct Payout Inc Dist cum Cap Wdrl
3rd
Edelweiss BSE Internet Economy Index Fund Direct Reinvestment Inc Dist cum Cap Wdrl
4th
Edelweiss BSE Internet Economy Index Fund Regular Growth
5th
Edelweiss BSE Internet Economy Index Fund Regular Payout Inc Dist cum Cap Wdrl
235th
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth
Fund Managers
About Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth is a Equity mutual fund scheme from Tata Asset Management Pvt Ltd. This fund has been in existence for 3 years, having been launched on 2022-10-20. Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth has ₹1216.75 Cr worth of assets under management (AUM) as of Thu Sep 03 2026. The latest Net Asset Value (NAV) of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth as of Wed Sep 02 2026 is ₹18.2039. The fund has an expense ratio of 1.6%, which is medium comparable to most other Equity funds.
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth returns for the last 1 year are 4.38%. Since launch, it has delivered 16.75% average annual returns.
The Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth has the majority of its money invested in Healthcare, Financial Services, Consumer Cyclical, Industrials, Basic Materials sectors.
Top 5 Holdings of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth.
- Laurus Labs Ltd: 6.23%
- The Federal Bank Ltd: 5.03%
- Multi Commodity Exchange of India Ltd: 4.73%
- BSE Ltd: 4.68%
- Bharat Forge Ltd: 4.32%
AMC Information
| Name | Tata Asset Management Pvt Ltd |
|---|---|
| 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 Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
