Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan

Fund House: Tata Mutual Fund
Category: Index Fund
Launch Date: 20-10-2022
Asset Class:
Benchmark: NIFTY Midcap 150 Momentum 50 TRI
TER: 1.05% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 948.83 Cr As on 30-09-2025(Source:AMFI)
Turn over: 190.27% | 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.

17.9249

20.82%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Midcap 150 Momentum 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

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. There is no assurance or guarantee that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan 20-10-2022 -7.22 20.37 - - -
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 28.68 34.41 33.31 - -
Motilal Oswal Nifty India Defence Index Fund Regular Plan Growth 03-07-2024 21.15 - - - -
Aditya Birla Sun Life Nifty India Defence Index Fund-Regular-Growth 30-08-2024 20.62 - - - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 19.66 29.38 24.45 18.31 -
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option 14-08-2023 16.64 22.0 - - -
Tata Nifty Financial Services Index Fund - Regular Plan - Growth 01-04-2024 14.22 - - - -
Motilal Oswal BSE Financials ex Bank 30 Index Fund Regular Growth 29-07-2022 12.62 20.0 20.94 - -
ICICI Prudential Nifty Bank Index Fund - Growth 05-03-2022 11.34 15.22 13.02 - -
DSP Nifty Bank Index Fund - Regular - Growth 02-05-2024 11.29 - - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

0.69%

Others

0.11%

Large Cap

14.19%

Mid Cap

85.13%

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