September 17, 2025
RA Jainee
Tata Nifty Midcap 150 Momentum 50 Index Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 18.1531
NAV IDCW: Rs 18.1531
Suitable For Which Investors?
When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.
Fund Manager:
1) Nitin Bharat Sharma
Education: MFM, BAF(Bachelor of Commerce Accounting & Finance)
Experience: Prior to joining the Tata MF, he was associated with Share India Securities Ltd, Sharekhan Ltd, Choice Equity Broking Pvt Ltd, Globe Capital Market Ltd. Angel Broking Ltd.
2) Rakesh Prajapati
Education: Mr. Prajapati has done B.Com
Experience: Prior to joining Tata Mutual Fund, he was working with ICICI Securities Ltd., JM Financial, Edelweiss Securities Ltd. and IDFC Securities Ltd
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 150 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0.5% for redemption within 30 days |
Basic Details of Tata Nifty Midcap 150 Momentum 50 Index Fund
| Fund House | Tata Mutual Fund |
| Launch Date | 20-Oct-22 |
| Return Since Launch | 22.74% |
| Benchmark | NIFTY Midcap 150 Moment 50 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 949 Cr |
| (As on 31-Aug-2025) | |
| Expense | 0.43% |
| (As on 31-Aug-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 113.82% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Tata Nifty Midcap 150 Momentum 50 Index Dir | -4.49 | 0.50 | 1.76 | -1.98 | 21.07 | -8.34 | — | — | — | — |
| BSE 150 MidCap TRI | 2.81 | 0.67 | 4.48 | 1.91 | 21.11 | -3.41 | — | — | — | — |
| Equity: Mid Cap | 2.31 | 0.68 | 3.58 | 1.83 | 21.73 | -1.53 | — | — | — | — |
| Rank within category | 45 | 51 | 49 | 48 | 33 | 42 | — | — | — | — |
| Number of funds in category | 48 | 54 | 52 | 51 | 49 | 44 | 35 | 25 | 21 | 19 |
Peer Comparison
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Tata Nifty Midcap 150 Momentum 50 Index Dir | Unrated | -8.34 | — | — | 0.43 | 949 | 22.74 | 0.50 (30) | 2Y 10M | 113.82 |
| Motilal Oswal Nifty Midcap 150 Dir | 3 star | -1.74 | 22.64 | 26.98 | 0.26 | 2,502 | 25.52 | 1.00 (15) | 6Y | 24.00 |
| Nippon India Nifty Midcap150 Dir | 3 star | -2.03 | 22.41 | — | 0.30 | 1,857 | 22.36 | — | 4Y 6M | 28.00 |
| Edelweiss Nifty Midcap150 Momentum 50 Index Dir | Unrated | -8.21 | — | — | 0.40 | 1,144 | 23.83 | 0.50 (30) | 2Y 9M | 110.00 |
| SBI Nifty Midcap 150 Index Dir | Unrated | -2.03 | — | — | 0.40 | 883 | 24.14 | 0.25 (30) | 2Y 11M | 22.00 |
Portfolio Analysis of Tata Nifty Midcap 150 Momentum 50 Index Fund
| No. of Stocks | 50 |
| Top 10 Stocks | 38.42% |
| Top 5 Stocks | 21.62% |
| Top 3 Sectors | 46.21% |
| Portfolio P/B Ratio | 5.43 |
| Portfolio P/E Ratio | 34.64 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 71,713 | 59,944 |
| Giant (%) | — | 3.53 |
| Large (%) | 63.14 | 42.74 |
| Mid (%) | 36.86 | 52.64 |
| Small (%) | — | 2.30 |
| Tiny (%) | — | 0.39 |
Chanakya’s Mutual Fund Guidance For Tata Nifty Midcap 150 Momentum 50 Index Fund
WILL POST SOON
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