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Tata Mutual Fund · Index Fund
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan
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. There is no assurance or guarantee that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns.
EquityBenchmark · NIFTY Midcap 150 Momentum 50 TRITER · 0.98%Inception · 20-10-2022
NAV
₹18.03
+0.46% · as of 15-07-2026
Since inception
16.56%
CAGR
Benchmark (inception)
22.67%
CAGR
Fund size
₹1,202 Cr
AUM
Expense ratio
0.98%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +16.56% CAGR vs benchmark +22.67%.
Portfolio
Where the money is invested
Top holdings
BSE LIMITED EQ NEW FV RS. 2/-7.56%
CUMMINS INDIA LIMITED EQ FV RS.25.17%
AU SMALL FINANCE BANK LIMITED EQ4.38%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-4.38%
HERO MOTOCORP LIMITED EQ FV RS 24.20%
MUTHOOT FINANCE LIMITED EQ4.11%
GE T&D INDIA LIMITED EQ NEW RS. 2/-3.81%
L & T FINANCE HOLDINGS LIMITED EQ3.24%
ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/-3.00%
FORTIS HEALTHCARE LIMITED. EQ2.97%
Sector allocation
Financial Services43.93%
Capital Goods17.65%
Healthcare7.73%
Automobile and Auto Components6.34%
Chemicals4.48%
Telecommunication3.84%
Information Technology3.29%
Metals & Mining2.72%
Consumer Services2.69%
Services2.28%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 16.6% p.a.₹10,000
10 years
Projected value
₹30,70,301
Invested: ₹12,00,000
Gained: ₹18,70,301
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
N
Nitin Bharat Sharma, Rakesh Indrajeet Prajapati
Manager since fund inception data not available
ISIN & identifiers
AMFI code
150741
ISIN (Growth)
INF277KA1646
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
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