Tata Nifty Midcap 150 Momentum 50 Index Fund
This is the Regular plan of Tata Nifty Midcap 150 Momentum 50 Index Fund — bought through a distributor, whose commission is paid out of its expense ratio. Income is retained in the fund, so it shows up as NAV rather than as a payout.
Performance
Scorecard
★★★☆☆3/5 vs 175 of 373 Index Funds peers- Performance 60%
- Risk 15%
- Cost 10%
- Downside 15%
How this is computed
Each verdict is computed from this fund's own metrics against its sub-category — the number behind it is shown, not a black-box rating. The stars weight the same ground 60/15/10/15 (performance/risk/cost/downside) across every fund in the peer group. Ranked within Index Funds (same plan and option). 175 of the 373 Index Funds in this cohort carry the full record the stars need, so they are the ones ranked against.
3Y CAGR +12.20% · ranks 43 of 175 Index Funds
Volatility 19.8% vs 12.2% category avg
1.3% expense vs 1.0% category avg
100% of rolling 3Y windows were positive
Strengths & concerns
Generated from this fund's own numbers against its sub-category — each point names the figure behind it.
Strengths
- Ahead of the Index Funds average on 3M/6M/1Y — 1Y by 0.94pp
- 3-year return (+12.20%) beats the Index Funds average (+8.80%)
- Consistent — positive in 100% of rolling 3-year windows
Concerns
- Weaker risk-adjusted returns — Sharpe 0.29 below the Index Funds average of 0.36
- More volatile than its Index Funds peers (19.8% vs 12.2%)
- High expense ratio (1.30%) vs the Index Funds average of 0.96%
Key Metrics
Scheme Info
DefinitionsPeriod returns (<1Y, absolute — not annualized)
DefinitionsAnnualized returns (≥1Y — CAGR)
DefinitionsAdvanced metrics — risk and benchmark ratios
Fund vs category average (Index Funds)
| Period | Fund | Category avg. | Diff |
|---|---|---|---|
| 1M abs | -4.62% | -3.94% | -0.68% |
| 3M abs | -2.63% | -3.23% | +0.60% |
| 6M abs | +8.91% | +5.66% | +3.25% |
| 1Y CAGR | +0.44% | -0.50% | +0.94% |
| 3Y CAGR | +12.20% | +8.80% | +3.40% |
| 5Y CAGR | — | +7.82% | — |
Category average across peers in Index Funds (368 of 373 carry a figure for at least one period), same plan and option, excluding this fund. Under-1-year figures are absolute; 1Y and beyond are annualised (CAGR).
Not sure what a figure means? The glossary explains every metric, and the methodology shows the formulas.
Category rank
Vs 373 peers in Index Funds
Backtest this fund
What a SIP or one-time investment would have grown to over this fund’s real NAV history.
36 monthly installments of ₹10,000 into Tata Nifty Midcap 150 Momentum 50 Index Fund, valued at the latest NAV. XIRR annualizes for each installment’s timing.
Calendar-year returns
What the fund actually returned in each year, not the smoothed average.
| Year | Fund | Nifty Midcap 150 TRI | Diff | |
|---|---|---|---|---|
| 2026part | -2.48% | -1.81% | -0.67% | |
| 2025 | -4.79% | +6.24% | -11.03% | |
| 2024 | +29.97% | +24.74% | +5.23% | |
| 2023 | +48.65% | +45.27% | +3.38% | |
| 2022part | -5.37% | — | — |
January–December, from this fund's NAV history. Absolute return, not annualised. “part” marks a year the fund didn't run end to end — its first year, the current year so far, or one it stopped reporting in; those years show no benchmark comparison.
Recent changes
Expense-ratio, fund-manager, exit-load and minimum-investment changes we've picked up in the last 30 days.
- Expense ratio down: 1.35% → 1.30%04 Oct 2026
Taxation
Taxed as equityThis is an equity-oriented fund (≥65% in Indian equities), so gains get the concessional capital-gains rates below — they do not add to your income-tax slab.
Flat, on the whole gain
On gains above ₹1.25 L per financial year
Applies to capital gains on redemption. Excludes IDCW/dividend tax, STT, surcharge and cess, and pre-2018 equity grandfathering. For research only — consult a tax advisor before filing.
Asset allocation
As on 31 Aug 2026 · AMC disclosure- Equity100.05%
Fund size over time
Quarterly average AUM · AMFIAt or near its largest, ₹1,145Cr in April - June 2026. Size matters most where the mandate is narrow — a large small-cap or a very large flexi-cap book is harder to move without moving the price.
Net flow is an estimate: AMFI publishes a quarterly average AUM, not a closing balance, and it covers every plan and option of this scheme together, so it is a read on direction and rough size rather than a cash-flow statement.
AMC Profile
Tata Mutual Fund is run by Tata Asset Management, part of the Tata Group, and has been in business since 1995. It runs a broad line-up across equity, debt and hybrid, including several long-running thematic schemes.
Fund Managers
NSNitin Bharat SharmaManaging since 01 Jul 2025
MFM (Master’s degree in financial management), BAF (Bachelor of & Finance)
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Fund managers from the AMC's filed Scheme Summary — its most recent filing for this scheme. Benchmark and dealing terms from it and this scheme's SEBI-filed Scheme Information Document on AMFI. Each manager's qualifications and role are reconciled across every filing this fund house makes for them, including its Statement of Additional Information. Total AUM via AMFI.
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Returns and risk are computed from NAV history and may differ slightly from other portals due to methodology (rolling vs point-to-point, dividend treatment). For research only — not investment advice.
About Index funds & ETFs
Index funds and ETFs must keep at least 95% in the securities of the index they track, rather than trying to beat it. They charge far lower fees than active funds, and their return is the index's return minus that small cost and any tracking difference.
Frequently asked questions
What is the NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund?
As of 05 Oct 2026, the NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund is ₹17.34 per unit. NAV (net asset value) is the fund's per-unit price, published once each business day.
What returns has Tata Nifty Midcap 150 Momentum 50 Index Fund delivered?
Tata Nifty Midcap 150 Momentum 50 Index Fund has returned +0.44% over 1 year, +12.20% per year over 3 years and +14.42% per year since inception. Figures beyond one year are annualised (CAGR) and are computed from AMFI NAV history, so they may differ slightly from other portals.
What is the expense ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund?
Tata Nifty Midcap 150 Momentum 50 Index Fund charges an expense ratio of 1.30% per year. This annual fee is already deducted from the NAV, so the returns you see are net of it.
What are the top holdings of Tata Nifty Midcap 150 Momentum 50 Index Fund?
Tata Nifty Midcap 150 Momentum 50 Index Fund's largest holdings are LAURUS LABS LTD (6.3%), MULTI COMMODITY EXCHANGE OF IND LTD (5.8%), FEDERAL BANK LTD (4.8%), BHARAT HEAVY ELECTRICALS LTD (4.4%) and GE VERNOVA T&D INDIA LTD (4.2%). Holdings are disclosed monthly and change over time.
How risky is Tata Nifty Midcap 150 Momentum 50 Index Fund?
Tata Nifty Midcap 150 Momentum 50 Index Fund is rated very high on SEBI's risk-o-meter, its trailing-3Y volatility (annualised) is 19.8% and its worst peak-to-trough fall in our sample was -26.1%. Higher volatility means the NAV swings more; the drawdown shows how far it has fallen from a peak historically.
What does the Sharpe ratio of 0.29 mean?
The Sharpe ratio is return earned per unit of total risk, above a 6.5% risk-free rate. Tata Nifty Midcap 150 Momentum 50 Index Fund's 0.29 means it has rewarded its volatility with excess return. Higher is better.
What is the benchmark of Tata Nifty Midcap 150 Momentum 50 Index Fund?
Tata Nifty Midcap 150 Momentum 50 Index Fund is benchmarked against the NIFTY Midcap 150 Momentum 50 Index (TRI). Its alpha and beta on this page are measured against that index.
Who manages Tata Nifty Midcap 150 Momentum 50 Index Fund?
Tata Nifty Midcap 150 Momentum 50 Index Fund is managed by Nitin Bharat Sharma and Rakesh Prajapati at Tata.
How is Tata Nifty Midcap 150 Momentum 50 Index Fund taxed?
Tata Nifty Midcap 150 Momentum 50 Index Fund is an equity-oriented fund, so its capital gains get concessional rates: short-term gains (units held under 1 year) are taxed at 20%, and long-term gains (held 1 year or more) at 12.5% above a ₹1.25 lakh per-year exemption. These rates apply on redemption and don't add to your income-tax slab.