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Tata Nifty Midcap 150 Momentum 50 Index Fund
EquityOther Index Funds
Tata Nifty Midcap 150 Momentum 50 Index Fund is an Other Index Funds equity mutual fund (direct plan, growth option) from Tata Mutual Fund. NAV ₹18.3958 as on 9 Nov 2026.
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Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹18.40
Total Expense Ratio
0.77%
Base Expense Ratio
NA
Min SIP
₹150
Fund Size
₹1201Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: 0.25% on or before 90D, Nil after 90D
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
-0.08%
Beta
1.00
Sharpe Ratio
0.122318
Risk
12.86%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(-0.06)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Nippon India BSE Sensex Next 30 Index Fund
- Motilal Oswal Nifty MidSmall India Consumption Index Fund
- Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund
- Tata Nifty200 Alpha 30 Index Fund
- Tata BSE Select Business Groups Index Fund
- Groww Nifty India Railways PSU Index Fund
- Groww Nifty PSU Bank Index Fund
- Motilal Oswal Nifty Midcap 150 Index Fund
- DSP Nifty Bank Index Fund
- DSP BSE Sensex Next 30 Index Fund
- DSP Nifty Smallcap 250 Index Fund
- DSP Nifty 500 Index Fund
- Mirae Asset Nifty LargeMidcap 250 Index Fund
- Mirae Asset Nifty200 Momentum 30 Plus 8-13yr G-Sec 75:25 Index Fund
- Nippon India Nifty India Manufacturing Index Fund
- Axis Nifty500 Momentum 50 Index Fund
- Axis Nifty500 Quality 50 Index Fund
- Axis Nifty50 Equal Weight Index Fund
- DSP Nifty 50 Equal Weight Index Fund
- Edelweiss NIFTY Large Mid Cap 250 Index Fund
- JioBlackRock Nifty Midcap 150 Index Fund
- Aditya Birla Sun Life Nifty Smallcap 50 Index Fund
- UTI Nifty200 Momentum 30 Index Fund
- UTI NIFTY50 Equal Weight Index Fund
- UTI BSE Housing Index Fund
- Motilal Oswal Nifty India Defence Index Fund
- Motilal Oswal Nifty MidSmall Healthcare Index Fund
- Axis NIFTY IT Index Fund
- Aditya Birla Sun Life BSE Total Market Index Fund
- Axis Nifty 100 Index Fund
- Motilal Oswal BSE Financials ex Bank 30 Index Fund
- Kotak Nifty Smallcap 50 Index Fund
- HDFC NIFTY Midcap 150 Index Fund
- Motilal Oswal Nifty MidSmall IT and Telecom Index Fund
- UTI Nifty 500 Index Fund
- Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
- Tata Nifty Realty Index Fund
- Tata Nifty India Tourism Index Fund
- Groww Nifty Non-Cyclical Consumer Index Fund
- ICICI Prudential Nifty LargeMidcap 250 Index Fund
- Edelweiss Nifty REITs & Realty Index Fund
- Aditya Birla Sun Life Nifty Midcap 150 Index Fund
- UTI Nifty India Manufacturing Index Fund
- Nippon India Nifty Midcap 150 Index Fund
- Motilal Oswal Nifty Smallcap 250 Index Fund
- Nippon India Nifty 50 Value 20 Index Fund
- UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund
- UTI BSE India Sector Leaders Index Fund
- Axis Nifty Midcap 50 Index Fund
- UTI Nifty Private Bank Index Fund
- UTI Nifty Alpha Low-Volatility 30 Index Fund
- Axis BSE India Sector Leaders Index Fund
- Axis Nifty India Defence Index Fund
- Axis Nifty Capital Markets Index Fund
- Axis Nifty Energy Index Fund
- Navi Nifty Midcap 150 Index Fund
- Navi Nifty MidSmallcap 400 Index Fund
- Navi Nifty REITs & Realty Index Fund
- Axis Nifty 500 Index Fund
- Navi Nifty 500 Multicap 50:25:25 Index Fund
- Angel One Nifty Total Market Index Fund
- SBI Nifty200 Quality 30 Index Fund
- Edelweiss Nifty Alpha Low Volatility 30 Index Fund
- Axis Nifty Bank Index Fund
- Kotak Nifty Bank Index Fund
- DSP Nifty Midcap 150 Index Fund
- Motilal Oswal BSE Quality Index Fund
- Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund
- Aditya Birla Sun Life BSE India Infrastructure Index Fund
- Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund
- HDFC BSE 500 Index Fund
- Quant Nifty Midcap 150 Index Fund
- Motilal Oswal BSE Low Volatility Index Fund
- Axis Nifty500 Low Volatility 50 Index Fund
- Tata Nifty Financial Services Index Fund
- HDFC NIFTY 100 Index Fund
- Bandhan Nifty IT Index Fund
- DSP Nifty Smallcap250 Quality 50 Index Fund
- Navi Nifty IT Index Fund
- Kotak NIFTY Midcap 50 Index Fund
- HDFC BSE India Sector Leaders Index Fund
- Kotak Nifty500 Momentum 50 Index Fund
- Groww Nifty Smallcap 250 Index Fund
- ICICI Prudential Nifty Auto Index Fund
- Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund
- HDFC Nifty India Digital Index Fund
- DSP Nifty Private Bank Index Fund
- ICICI Prudential Nifty50 Value 20 Index Fund
- Bandhan Nifty Midcap 150 Index Fund
- Groww Nifty Total Market Index Fund
- ICICI Prudential Nifty Private Bank Index Fund
- UTI Nifty500 Shariah Index Fund
- Nippon India Nifty 500 Momentum 50 Index Fund
- Nippon India Nifty Realty Index Fund
- ICICI Prudential Nifty Pharma Index Fund
- Kotak Nifty 100 Equal Weight Index Fund
- Bandhan Nifty Alpha 50 Index Fund
- HDFC NIFTY50 Equal Weight Index Fund
- UTI BSE Low Volatility Index Fund
- Invesco India Nifty India Defence Index Fund
N
Nitin Sharma
Tata Mutual FundTotal assets under management
₹188.19L Crores
Date of incorporation
15 Mar 1994
Tata Nifty Midcap 150 Momentum 50 Index Fund
Ans. The NAV (net asset value) of Tata Nifty Midcap 150 Momentum 50 Index Fund (direct plan, growth option) is ₹18.3958 as on 9 Nov 2026. Mutual fund NAVs are published once a day, after the market closes.
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Tata Nifty Midcap 150 Momentum 50 Index Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount (minimum ₹150 for a SIP and ₹5,000 for a lumpsum).
- Complete the payment using UPI, Net Banking, or other available options.
Ans. Tata Nifty Midcap 150 Momentum 50 Index Fund has delivered 12.86% CAGR over the past 3 years against a category average of 12.42% and returned -0.06% over the past year. It manages ₹1,200.98 crore (AUM) as on 9 Nov 2026. Its riskometer level is Very High. Past returns do not indicate future returns.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period on Tata Nifty Midcap 150 Momentum 50 Index Fund. An exit load applies: 0.25% on or before 90D, Nil after 90D.
Ans. The expense ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund (direct plan) is 0.77% a year. It is deducted from the fund's assets and is already reflected in the NAV.