Tata Nifty Midcap 150 Momentum 50 Index Fund (Regular)
Tata Mutual Fund · benchmark Nifty MIDCAP150 Momentum 50 TRI · 4.0 years old · AMFI code 150741
B (middle of the peer group), score 27.9 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 0.2% | 0.9% | -0.7% | 3 / 3 |
| 1 year | -1.1% | 0.4% | -1.5% | 3 / 3 |
| 3 years (a year) | 12.9% | 14.8% | -1.9% | 2 / 2 |
| 5 years (a year) | – | – | – | – |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Top 10 holdings, September 2026 portfolio.
Common questions
What is the NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund (Regular plan)?
₹17.74 on 5 Nov 2026 (Growth option).
What is the expense ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund (Regular)?
1.26% a year; the Direct plan's is 0.73%.
What return has Tata Nifty Midcap 150 Momentum 50 Index Fund given over 3 years?
12.9% a year (Regular plan) over the 3 years to 5 Nov 2026, against 14.8% for the Nifty MIDCAP150 Momentum 50 total-return index.
What does Tata Nifty Midcap 150 Momentum 50 Index Fund invest in?
Its largest holdings are LAURUS LABS LTD, MULTI COMMODITY EXCHANGE OF IND LTD, FEDERAL BANK LTD, with 41 stocks in all (September 2026 portfolio).
How is Tata Nifty Midcap 150 Momentum 50 Index Fund rated?
B: 3 of 3 Regular plans in Index: NIFTY MIDCAP150 MOMENTUM 50, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Tata Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.