Overview
Fund Size (AUM)
₹1177.82 Cr
as on 14 Jun 2026
CAGR
3.77%
1 Year
as on 31 May 2026
Expense Ratio
0.39 %
as on 31 May 2026
Fund Age
3 years 7 months
since 20 Oct 2022
Exit Load
0.50% of NAV
Within 30 days
₹18.78
as on 16 Jun 2026Tata Nifty Midcap 150 Momentum 50 Index Fund seeks to replicate Nifty Midcap 150 Momentum 50 Index. The index selects the top 50 stocks based on their momentum score out of a universe of 150 midcap stocks.
The fund tracks Nifty Midcap 150 Momentum 50 which provides exposure to the growing high momentum stocks within the midcap segment.
1. On or before 30 days from the date of allotment: 0.50%
2. After 30 days from the date of allotment: NIL.
₹ 150
Lumpsum
₹ 5,000
₹150
₹ 10 Lakhs
Worth of investments in last
This Fund
N.A.
0%
Nifty Midcap150 Momentum 50 TRI
N.A.
0%
Nifty 50 TRI
N.A.
0%
| Key Measures** | Fund | Benchmark |
|---|---|---|
| Standard Deviation | 20.08 | 18.64 |
| Sharpe Ratio | 0.77 | 0.9 |
| Portfolio Beta | 0.85 | NA |
| R Squared | 0.66 | NA |
| Treynor | 1.52 | NA |
| Jenson | 0.09 | NA |
| Current value of ₹10,000 invested | ||||||
|---|---|---|---|---|---|---|
| Annualized (%) | Nifty Midcap150 Momentum 50 TRIBenchmark(%) | Nifty 50 TRIAdditional Benchmark(%) | Scheme | Nifty Midcap150 Momentum 50 TRIBenchmark(%) | Nifty 50 TRIAdditional Benchmark(%) | |
Since Inception 20 Oct 2022 | 18.87% | 20.03% | 9.64% | ₹18,657 | ₹19,324 | ₹13,937 |
| Last 1 Year | 3.77% | 4.58% | -3.85% | ₹10,376 | ₹10,457 | ₹9,616 |
| Last 3 Years | 21.47% | 22.80% | 9.54% | ₹17,911 | ₹18,509 | ₹13,140 |
| Last 5 Years | NA | NA | NA | NA | NA | NA |
** Investors should understand that their principal will be at Very High risk
What is Tata Nifty Midcap 150 Momentum 50 Index Fund?
What is Nifty Midcap 150 Momentum 50 Index?
Which benchmark does Tata Nifty Midcap 150 Momentum 50 Index Fund follow?
What is the investment objective of Tata Nifty Midcap 150 Momentum 50 Index Fund?
What is the momentum investing strategy used in the index?
What sectors are represented in Tata Nifty Midcap 150 Momentum 50 Index Fund?
Is Tata Nifty Midcap 150 Momentum 50 Index Fund suitable for long-term investors?
What is the minimum investment amount for the fund?
How to invest in Tata Nifty Midcap 150 Momentum 50 Index Fund?
What is the rebalancing frequency of the Nifty Midcap 150 Momentum 50 Index?
