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Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI

Index Fund • OPEN
NAV as of May 18, 2026
₹18.17
1 day change
Returns since inception
18.17%
CAGR
AUM (Fund size)
₹1,123 Cr
NAV: ₹ 18.17
as on May 18, 2026
Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI

Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI Overview

AUM (Fund size) ₹ 1,123 Cr
Expense ratio 0.47 %
Exit load 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.
Plan type Direct Fund
Risk Very High
Lock-in Period Nil
Benchmark NIFTY Midcap 150 Momentum 50 Index (TRI)
Min. investment SIP: ₹150    Lumpsum: ₹5,000
Age 3 yrs 7 m since Oct 04, 2022
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

Banks
14.89%
Finance
13.56%
Capital Markets
8.77%
Industrial Products
7.76%
Pharmaceuticals & Biotech
5.25%

Top Holdings

BSE 5.70%
Hero Motocorp 5.06%
Cummins India 4.61%
Federal Bank 4.59%
Muthoot Finance 4.53%
AU Small Finance 4.37%
Ashok Leyland 3.28%
L&T Finance Ltd 3.16%
GE Vernova T&D 3.14%
Max Financial 3.01%

Peer Comparison

Fund Name 1Y 3Y 5Y
Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI 1.46% 21.80% N/A

Scheme Information

Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI was launched on 04/10/2022. The fund manages ₹1,123 Cr in assets. Its current expense ratio is 0.47%.

Fund Manager: Nitin Sharma

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FAQs on Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI

The current expense ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI is 0.47%.

The AUM of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI is ₹1,123 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (IDCW) RI allows both SIP and lump sum investments.

The latest NAV is ₹18.17.

Minimum SIP starts from ₹150.

Redemption can be done via AMC website or your investment platform.

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