Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹1,216.75 Cr
Expense Ratio
1.60%
Exit Load
0.50%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
20 Oct 2022
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.64% | -- |
| 3 Months | +2.53% | -- |
| 6 Months | +4.56% | -- |
| 1 Year | +4.02% | +4.02% |
| 2 Years | -- | -2.63% |
| 3 Years | +51.9% | +14.95% |
| 5 Years | -- | 0% |
| Since Launch | +82.5% | +16.81% |
Holdings as on 6 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Laurus Labs | 75.84 | 6.23 |
| Federal Bank | 61.24 | 5.03 |
| Multi Commodity Exchange Of India | 57.55 | 4.73 |
| BSE | 56.97 | 4.68 |
| Bharat Forge | 52.53 | 4.32 |
| GE Vernova T&D India | 51.96 | 4.27 |
| Bharat Heavy Electricals | 51.43 | 4.23 |
| Hitachi Energy India | 43.71 | 3.59 |
| Polycab India | 40.49 | 3.33 |
| National Aluminium Company Ltd | 38.84 | 3.19 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.54
Sharpe Ratio
19.89%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Kotak Nifty Next 50 Index Fund Regular Growth | +8.56% | +17.77% | +11.63% |
| SBI Nifty Midcap 150 Index Fund Regular Growth | +8.95% | +15.83% | -- |
| Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth | +4.02% | +14.95% | -- |
| Kotak Nifty 50 Index Fund Regular Growth | -2.7% | +7.75% | +7.27% |
| Nippon India Nifty 500 Momentum 50 Index Fund Regular Growth | +6.87% | -- | -- |
Results are calculated on CAGR basis
About Fund
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
The Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth has an AUM of 1216.75 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.60%. The minimum investment in Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Laurus Labs, Federal Bank, Multi Commodity Exchange Of India, BSE.
The major sectors where the fund is invested are Electronic Instr. & Controls, Biotechnology & Drugs, Regional Banks, Investment Services.
Some of the similar funds are Kotak Nifty Next 50 Index Fund Regular Growth, SBI Nifty Midcap 150 Index Fund Regular Growth, Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth, Kotak Nifty 50 Index Fund Regular Growth, Nippon India Nifty 500 Momentum 50 Index Fund Regular Growth. Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth has a sharpe ratio of 0.54 & a standard deviation of 19.89%.
FAQs
According to the morning star rating Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth has a Medium risk & Exceptional return.
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth is managed by Rakesh Prajapati,Nitin Sharma.
The expense ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth is 1.60%.
The 5 year annualized return on Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth is 0.00% & it has generated 4.02% in the last 1 year.
The minimum investment in Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth is 5000 Rs.
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth has an AUM of 1216.75 crores.
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