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Mutual Funds

Tata Nifty Midcap 150 Momentum 50 Index Fund

Ta

Tata Nifty Midcap 150 Momentum 50 Index Fund

Thematic-Factor-basedRank #37
2/5

NAV (2026-07-14)

17.95

AUM

₹1,201.66 Cr

Exp. Ratio: 1.02%

RISK LEVEL

Very High

Returns & Performance

1 Year0.03%0.42% vs cat avgRank #27
3 Year17.85%6.01% vs cat avgRank #3
5 Year----
Since Launch16.96%--

Fund vs Category Average

1Y
0.03%+0.42%
3Y
17.85%+6.01%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
No lock-in period

Cons

1Y category rank outside top 15 (#27)
Overall rank #37 in category
ISININF277KA1646
NAV₹17.95
NAV Date2026-07-14
AUM₹1,201.66 Cr
Expense Ratio1.02%
RiskVery High
Rating2 / 5
Min SIP Amount₹150
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1995-06-30

INVESTMENT OBJECTIVE

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.

Exit Load0.25%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Nitin Bharat Sharma

MFM, BAF(Bachelor of Commerce Accounting & Finance)

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.

Top Holdings

Holdings data not available for this scheme