Tata Nifty Midcap 150 Momentum 50 Index Fund
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
₹18.41
Expense Ratio
NA
Min SIP
₹150
Fund Size
₹1179Cr
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
NA
Sharpe Ratio
0.238241
Risk
20.35%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(-0.02)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- ICICI Prudential Nifty Auto Index Fund
- ICICI Prudential Nifty Bank Index Fund
- Kotak Nifty Smallcap 50 Index Fund
- HDFC NIFTY 100 Index Fund
- HDFC NIFTY 100 Equal Weight Index Fund
- HDFC NIFTY Midcap 150 Index Fund
- Bandhan Nifty200 Momentum 30 Index Fund
- SBI Nifty Midcap 150 Index Fund
- ICICI Prudential Nifty Smallcap 250 Index Fund
- ICICI Prudential Nifty Top 15 Equal Weight Index Fund
- ICICI Prudential Nifty LargeMidcap 250 Index Fund
- ICICI Prudential Nifty 200 Momentum 30 Index Fund
- ICICI Prudential Nifty Pharma Index Fund
- Nippon India Nifty Smallcap 250 Index Fund
- Nippon India Nifty Midcap 150 Index Fund
- ICICI Prudential Nifty Midcap 150 Index Fund
- Nippon India Nifty 50 Value 20 Index Fund
- HDFC NIFTY Smallcap 250 Index Fund
- HDFC BSE 500 Index Fund
- Kotak Nifty Financial Services Ex-Bank Index Fund
- Kotak BSE Housing Index Fund
- Kotak NIFTY 100 Low Volatility 30 Index Fund
- Kotak Nifty 100 Equal Weight Index Fund
- Kotak Nifty 50 Equal Weight Index Fund
- Kotak Nifty Alpha 50 Index Fund
- Aditya Birla Sun Life Nifty Midcap 150 Index Fund
- Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund
- Motilal Oswal Nifty Smallcap 250 Index Fund
- Motilal Oswal BSE Low Volatility Index Fund
- HDFC NIFTY50 Equal Weight Index Fund
- HDFC NIFTY200 Momentum 30 Index Fund
- HDFC NIFTY Realty Index Fund
- HDFC Nifty500 Multicap 50:25:25 Index Fund
- HDFC Nifty LargeMidcap 250 Index Fund
- HDFC Nifty India Digital Index Fund
- HDFC Nifty100 Quality 30 Index Fund
- HDFC Nifty India Consumption Index Fund
- Tata Nifty Midcap 150 Momentum 50 Index Fund
- Bandhan Nifty100 Low Volatility 30 Index Fund
- Bandhan Nifty Alpha 50 Index Fund
- Bandhan Nifty Smallcap 250 Index Fund
- Bandhan Nifty Total Market Index Fund
- Bandhan Nifty Bank Index Fund
- Bandhan BSE Healthcare Index Fund
- Bandhan Nifty Midcap 150 Index Fund
- Bandhan Nifty 500 Value 50 Index Fund
- Bandhan Nifty 500 Momentum 50 Index Fund
- Bandhan Nifty 200 Quality 30 Index Fund
- Bandhan Nifty Alpha Low Volatility 30 Index Fund
- Bandhan BSE India Sector Leaders Index Fund
- Angel One Nifty Total Market Index Fund
- Angel One Nifty Total Market Momentum Quality 50 Index Fund
- Sundaram Nifty 100 Equal Weight Fund
- SBI Nifty Smallcap 250 Index Fund
- SBI Nifty50 Equal Weight Index Fund
- SBI Nifty India Consumption Index Fund
- SBI Nifty IT Index Fund
- SBI BSE PSU Bank Index Fund
- SBI Nifty200 Quality 30 Index Fund
- DSP Nifty Midcap 150 Quality 50 Index Fund
- Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund
- Edelweiss NIFTY Large Mid Cap 250 Index Fund
- Nippon India Nifty Bank Index Fund
- Nippon India Nifty IT Index Fund
- Nippon India Nifty 500 Equal Weight Index Fund
- Nippon India Nifty Realty Index Fund
- Nippon India Nifty Auto Index Fund
- Nippon India Nifty 500 Quality 50 Index Fund
- Nippon India BSE Sensex Next 30 Index Fund
- Nippon India Nifty India Manufacturing Index Fund
- Aditya Birla Sun Life Nifty Smallcap 50 Index Fund
- Aditya Birla Sun Life BSE India Infrastructure Index Fund
- Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund
- Motilal Oswal Nifty India Defence Index Fund
- Motilal Oswal Nifty 200 Momentum 30 Index Fund
- Motilal Oswal Nifty MidSmall Healthcare Index Fund
- Motilal Oswal Nifty MidSmall India Consumption Index Fund
- Motilal Oswal Nifty MidSmall Financial Services Index Fund
- Motilal Oswal Nifty MidSmall IT and Telecom Index Fund
- Motilal Oswal Nifty Capital Market Index Fund
- Kotak NIFTY Midcap 50 Index Fund
- Kotak Nifty India Tourism Index Fund
- Baroda BNP Paribas Nifty200 Momentum 30 Index Fund
- Baroda BNP Paribas NIFTY Midcap 150 Index Fund
- UTI BSE Low Volatility Index Fund
- UTI Nifty Midcap 150 Quality 50 Index Fund
- UTI BSE Housing Index Fund
- Kotak Nifty 200 Quality 30 Index Fund
- Tata Nifty Realty Index Fund
- Tata Nifty Auto Index Fund
- Tata Nifty Financial Services Index Fund
- Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund
- Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund
- Tata BSE Select Business Groups Index Fund
- Tata BSE Multicap Consumption 50:30:20 Index Fund
- Groww Nifty Total Market Index Fund
- Axis Nifty Midcap 50 Index Fund
- Groww Nifty India Railways PSU Index Fund
- Axis Nifty Smallcap 50 Index Fund
- Groww Nifty PSU Bank Index Fund
Tata Mutual FundTotal assets under management
₹188.19L Crores
Date of incorporation
15 Mar 1994
Tata Nifty Midcap 150 Momentum 50 Index Fund
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.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Tata Nifty Midcap 150 Momentum 50 Index Fund has an AUM of ₹1179.14 Cr as on 6/11/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 15.70%. The risk is Very High against the category average of 54.87.
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%.
Ans. There is no lock-in period applicable on Tata Nifty Midcap 150 Momentum 50 Index Fund.
Ans. The expense ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund is 0.4%.