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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 · 1.35%Inception · 20-10-2022
NAV
₹17.38
-0.10% · as of 14-10-2026
Since inception
14.38%
CAGR
Benchmark (inception)
22.19%
CAGR
Fund size
₹1,206 Cr
AUM
Expense ratio
1.35%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +14.38% CAGR vs benchmark +22.19%.
Portfolio
Where the money is invested
Top holdings
LAURUS LABS LIMITED EQ NEW FV RS. 2/-5.21%
Multi Commodity Exchange of India L4.99%
BSE LIMITED EQ NEW FV RS. 2/-4.93%
GE T&D INDIA LIMITED EQ NEW RS. 2/-4.85%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-4.60%
BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/-4.31%
BHARAT FORGE LIMITED EQ NEW FV RS. 2/-4.21%
HITACHI ENERGY INDIA LIMITED EQ3.87%
POLYCAB INDIA LIMITED EQ3.62%
NATIONAL ALUMINIUM COMPANY LIMITED EQ NEW F.V. RS.5/-3.08%
Sector allocation
Financial Services28.40%
Capital Goods25.59%
Healthcare15.81%
Metals & Mining8.33%
Telecommunication5.12%
Automobile and Auto Components4.21%
Fast Moving Consumer Goods3.68%
Power2.47%
Oil, Gas & Consumable Fuels1.72%
Consumer Services1.54%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 14.4% p.a.₹10,000
10 years
Projected value
₹26,82,455
Invested: ₹12,00,000
Gained: ₹14,82,455
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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