Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth

Fund Overview

Fund Size

₹1,274 Cr

Expense Ratio

1.46%

ISIN

INF277KA1646

Minimum SIP

₹1,000

Exit Load

No Charges

Inception Date

20 Oct 2022

About this fund

Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth is a Index Funds mutual fund schemes offered by Tata Mutual Fund. This fund has been in existence for 3 years, 11 months and 2 days, having been launched on 20-Oct-22.
As of 21-Sep-26, it has a Net Asset Value (NAV) of ₹18.02, Assets Under Management (AUM) of 1274.02 Crores, and an expense ratio of 1.46%.

Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth has given a CAGR return of 16.21% since inception.
The fund's asset allocation comprises around 100.04% in equities, 0.00% in debts, and -0.04% in cash & cash equivalents.
You can start investing in Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+1.57%

— (Cat Avg.)

3 Years

+13.90%

— (Cat Avg.)

Since Inception

+16.21%

— (Cat Avg.)

Portfolio Summaryas of 31st August 2026

Equity	₹1,274.5 Cr	100.04%
Others	₹-0.48 Cr	-0.04%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Laurus Labs Ltd	Equity	₹80.58 Cr	6.32%
Multi Commodity Exchange of India Ltd	Equity	₹73.24 Cr	5.75%
The Federal Bank Ltd	Equity	₹61.34 Cr	4.81%
Bharat Heavy Electricals Ltd	Equity	₹56.36 Cr	4.42%
GE Vernova T&D India Ltd	Equity	₹53.83 Cr	4.23%
BSE Ltd	Equity	₹51.67 Cr	4.06%
Bharat Forge Ltd	Equity	₹50.65 Cr	3.98%
Hitachi Energy India Ltd Ordinary Shares	Equity	₹46.21 Cr	3.63%
National Aluminium Co Ltd	Equity	₹42.65 Cr	3.35%
Polycab India Ltd	Equity	₹42.32 Cr	3.32%
AU Small Finance Bank Ltd	Equity	₹34.19 Cr	2.68%
Vodafone Idea Ltd	Equity	₹32.46 Cr	2.55%
Aurobindo Pharma Ltd	Equity	₹28.66 Cr	2.25%
IndusInd Bank Ltd	Equity	₹28.61 Cr	2.25%
Lupin Ltd	Equity	₹28.21 Cr	2.21%
Marico Ltd	Equity	₹27.52 Cr	2.16%
Glenmark Pharmaceuticals Ltd	Equity	₹27.07 Cr	2.13%
KEI Industries Ltd	Equity	₹26.6 Cr	2.09%
Steel Authority Of India Ltd	Equity	₹26.23 Cr	2.06%
Indus Towers Ltd Ordinary Shares	Equity	₹24.1 Cr	1.89%
Fortis Healthcare Ltd	Equity	₹23.7 Cr	1.86%
Apar Industries Ltd	Equity	₹22.96 Cr	1.80%
One97 Communications Ltd	Equity	₹22.73 Cr	1.78%
Ashok Leyland Ltd	Equity	₹22 Cr	1.73%
FSN E-Commerce Ventures Ltd	Equity	₹21.45 Cr	1.68%
Aditya Birla Capital Ltd	Equity	₹21.04 Cr	1.65%
Radico Khaitan Ltd	Equity	₹19.64 Cr	1.54%
JSW Energy Ltd	Equity	₹18.82 Cr	1.48%
NMDC Ltd	Equity	₹18.26 Cr	1.43%
Lloyds Metals & Energy Ltd	Equity	₹17.31 Cr	1.36%
Oracle Financial Services Software Ltd	Equity	₹17.08 Cr	1.34%
Biocon Ltd	Equity	₹15.84 Cr	1.24%
Thermax Ltd	Equity	₹15.64 Cr	1.23%
L&T Finance Ltd	Equity	₹15.55 Cr	1.22%
Max Financial Services Ltd	Equity	₹15.11 Cr	1.19%
APL Apollo Tubes Ltd	Equity	₹14.97 Cr	1.18%
Indian Bank	Equity	₹14.23 Cr	1.12%
Nippon Life India Asset Management Ltd Ordinary Shares	Equity	₹14.05 Cr	1.10%
Bank of Maharashtra	Equity	₹12.87 Cr	1.01%
Oil India Ltd	Equity	₹12.83 Cr	1.01%
GMR Airports Ltd	Equity	₹11.55 Cr	0.91%
AIA Engineering Ltd	Equity	₹9.95 Cr	0.78%
Tata Communications Ltd	Equity	₹9.05 Cr	0.71%
Adani Total Gas Ltd	Equity	₹8.49 Cr	0.67%
Ajanta Pharma Ltd	Equity	₹8.21 Cr	0.64%
NLC India Ltd	Equity	₹7.64 Cr	0.60%
Linde India Ltd	Equity	₹6.27 Cr	0.49%
Bank of India	Equity	₹5.86 Cr	0.46%
Jindal Stainless Ltd	Equity	₹5.85 Cr	0.46%
3M India Ltd	Equity	₹3.03 Cr	0.24%
Net Current Liabilities	Cash	₹-1.17 Cr	0.09%
I) Repo	Cash - Repurchase Agreement	₹0.69 Cr	0.05%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Industrials	₹361.11 Cr	28.34%
Financial Services	₹347.76 Cr	27.30%
Healthcare	₹212.29 Cr	16.66%
Basic Materials	₹131.55 Cr	10.33%
Communication Services	₹65.6 Cr	5.15%
Consumer Defensive	₹47.16 Cr	3.70%
Technology	₹39.81 Cr	3.12%
Utilities	₹34.96 Cr	2.74%
Consumer Cyclical	₹21.45 Cr	1.68%
Energy	₹12.83 Cr	1.01%

Risk & Performance Ratios

Fund Managers

Rakesh Prajapati

Since December 2024

Nitin Sharma

Since July 2025

Additional Scheme Detailsas of 31st August 2026

ISIN

INF277KA1646

Expense Ratio

1.46%

Exit Load

No Charges

Fund Size

₹1,274 Cr

Age

3 years 11 months

Lumpsum Minimum

₹5,000

Fund Status

Open Ended Investment Company

Benchmark

Nifty Midcap 150 Momentum 50 TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

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About the AMC

Tata Mutual Fund

+91 22 6657 8282

https://www.tatamutualfund.com/

Total AUM

₹2,34,594 Cr

Address

Mafatlal Centre, 9th Floor, Mumbai, 400 021

Other Funds by Tata Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct Growth Low to Moderate Risk	-	0.0%	-	-
Tata Multi Sector Passive FOF Direct Growth Very High Risk	0.3%	0.0%	₹78.12 Cr	-
Titanium Equity Long-Short Fund Direct Growth Very High Risk	1.5%	1.0%	₹275.64 Cr	-
Tata BSE Multicap Consumption 50 30 20 Index Fund Direct Growth Very High Risk	0.5%	0.0%	₹42.49 Cr	-
Titanium Hybrid Long-Short Fund Direct Growth Very High Risk	1.0%	1.0%	₹587.04 Cr	-
Tata Nifty Next 50 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹125.42 Cr	-
Tata Nifty Midcap 150 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹332.44 Cr	4.4%
Tata Income Plus Arbitrage Active FOF Direct Growth Moderate Risk	0.1%	0.0%	₹271.97 Cr	5.8%
Tata BSE Quality Index Fund Direct Growth Very High Risk	0.4%	0.0%	₹57.28 Cr	-2.1%
Tata Fixed Maturity Plan Series 61 Scheme D 91 Days Direct Growth Low to Moderate Risk	0.1%	0.0%	₹209.75 Cr	-
Tata BSE Select Business Groups Index Fund Direct Growth Very High Risk	0.4%	0.0%	₹225.25 Cr	-1.2%
Tata India Innovation Fund Direct Growth Very High Risk	0.9%	0.0%	₹1345.73 Cr	1.5%
Tata Nifty Capital Markets Index Fund Direct Growth Very High Risk	0.7%	0.0%	₹979.60 Cr	19.9%
Tata Nifty200 Alpha 30 Index Fund Direct Growth Very High Risk	0.8%	0.0%	₹213.28 Cr	2.9%
Tata Nifty India Tourism Index Fund Direct Growth Very High Risk	0.5%	0.0%	₹263.95 Cr	-15.6%
Tata Fixed Maturity Plan Series 61 Scheme C 91 Days Direct Growth Low to Moderate Risk	-	0.0%	-	-
TATA Nifty500 Multicap India Manufacturing 50:30:20 Index Fund Direct Growth Very High Risk	0.6%	0.0%	₹140.79 Cr	4.0%
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct Growth Very High Risk	0.6%	0.0%	₹76.96 Cr	-0.0%
Tata Nifty Financial Services Index Fund Direct Growth Very High Risk	0.6%	0.0%	₹70.96 Cr	-3.5%
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Tata Fixed Maturity Plan Series 56 Scheme G Direct Growth Low to Moderate Risk	-	0.0%	-	-
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Tata Nifty India Digital ETF Fund of Fund Direct Growth Very High Risk	0.1%	1.0%	₹117.33 Cr	-7.8%
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹645.78 Cr	5.6%
Tata Floating Rate Fund Direct Growth Moderate Risk	0.3%	0.0%	₹113.85 Cr	6.5%
Tata Small Cap Fund Direct Growth Very High Risk	0.5%	0.0%	₹13093.88 Cr	-0.7%
Tata Large & Mid Cap Fund Direct Growth Very High Risk	0.8%	0.0%	₹7679.32 Cr	-5.1%
Tata Mid Cap Growth Fund Direct Growth Very High Risk	0.9%	0.0%	₹6240.29 Cr	6.0%
Tata Hybrid Equity Fund Direct Growth Very High Risk	1.3%	0.0%	₹4069.01 Cr	-1.2%
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Tata Equity P/E Fund Direct Growth Very High Risk	1.1%	0.0%	₹8655.69 Cr	-0.1%
Tata Infrastructure Fund Direct Growth Very High Risk	1.2%	0.0%	₹2021.88 Cr	3.5%
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Tata Money Market Fund Direct Growth Moderate Risk	0.2%	0.0%	₹34511.28 Cr	6.7%
Tata Equity Savings Fund Direct Growth Moderate Risk	0.6%	0.0%	₹284.62 Cr	7.5%
Tata Young Citizens Fund Direct Growth Very High Risk	1.8%	1.0%	₹331.18 Cr	-10.1%
Tata Liquid Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹32369.99 Cr	6.5%
Tata Large Cap Fund Direct Growth Very High Risk	1.2%	0.0%	₹2764.89 Cr	-2.0%
Tata Retirement Savings Moderate Fund Direct Growth Very High Risk	0.8%	1.0%	₹2251.23 Cr	4.8%

Risk Level

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What is the current NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth?

The NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth, as of 21-Sep-2026, is ₹18.02.

What are the returns of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth?

The fund has generated 1.57% over the last 1 year and 13.90% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.

What is the portfolio composition of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth?

The fund's allocation of assets is distributed as 100.04% in equities, 0.00% in bonds, and -0.04% in cash and cash equivalents.

Who manages the Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth?

The fund managers responsible for Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth are:-

Rakesh Prajapati
Nitin Sharma

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth

Fund Overview