What is Tata Nifty Midcap 150 Momentum 50 Index Fund?

Tata Nifty Midcap 150 Momentum 50 Index Fund is an open-ended equity index fund that aims to track the performance of the Nifty Midcap 150 Momentum 50 Index TRI (Total Return Index), subject to tracking error. The fund invests in 50 midcap companies selected based on momentum factors.

What is Nifty Midcap 150 Momentum 50 Index?

The Nifty Midcap 150 Momentum 50 Index is designed to track the performance of 50 midcap stocks with high momentum scores. Key features:Â Selected from the broader Nifty Midcap 150 Index Includes stocks with strong recent price performanceÂ Momentum measured using 6 month and 12 month returns, adjusted for volatilityÂ Rebalanced semi annuallyÂ

Which benchmark does Tata Nifty Midcap 150 Momentum 50 Index Fund follow?

The fund follows the Nifty Midcap 150 Momentum 50 Index TRI (Total Return Index)as its benchmark.Â

What is the investment objective of Tata Nifty Midcap 150 Momentum 50 Index Fund?

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.

What is the momentum investing strategy used in the index?

The index uses a rule-based stock selection strategy focused on momentum. Stocks are ranked based on their recent price performance over 6 month and 12 month periods, adjusted for volatility. The top 50 stocks with the highest momentum scores are included in the index.Â

What sectors are represented in Tata Nifty Midcap 150 Momentum 50 Index Fund?

The fund invests in companies across various sectors as per the index composition. Some commonly represented sectors include Financial Services, Consumer Durables, Healthcare, Information Technology, and others. The sector allocation may change during index rebalancing.Â

Is Tata Nifty Midcap 150 Momentum 50 Index Fund suitable for long-term investors?

This fund may be suitable for investors who:Â Have a long term investment horizonÂ Are comfortable with market volatility and midcap stock movements Are looking for passive exposure to momentum based investingÂ Understand the risks associated with midcap and factor based index funds

What is the minimum investment amount for the fund?

The minimum investment amount is Rs.5000 for lump-sum investments and Rs.150 for SIPs.

How to invest in Tata Nifty Midcap 150 Momentum 50 Index Fund?

Investors can invest in Tata Nifty Midcap 150 Momentum 50 Index Fund through the Tata Mutual Fund website, SEBI registered mutual fund distributors, or online investment platforms and apps. The fund offers both lumpsum and Systematic Investment Plan (SIP) options.

What is the rebalancing frequency of the Nifty Midcap 150 Momentum 50 Index?

The index is rebalanced semi annually (twice a year) to ensure the portfolio continues to reflect the top 50 midcap stocks with the highest momentum scores.

Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth Plan

Overview

Fund Size (AUM)

₹963.45 Cr

as on 07 Sept 2025

CAGR

-10.97%

1 Year

as on 31 Jul 2025

Expense Ratio

0.43 %

as on 31 Jul 2025

Fund Age

2 years 10 months

since 20 Oct 2022

Exit Load

0.50% of NAV

Within 30 days

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Key Measures**	Fund	Benchmark
Standard Deviation
Sharp Ratio
Portfolio Beta
R Squared
Treynor
Jenson

Portfolio Macauley Duration
Modified Duration
Average Maturity
YTM*	NA

				Current value of ₹10,000 invested
	Annualized (%)	Nifty Midcap150 Momentum 50 TRIBenchmark(%)	Nifty 50 TRIAdditional Benchmark(%)	Annualized (%)	Nifty Midcap150 Momentum 50 TRIBenchmark(%)	Nifty 50 TRIAdditional Benchmark(%)
Since Inception	21.67%	22.93%	13.57%	₹17,524	₹18,049	₹14,391
Last 5 Years	NA	NA	NA	NA	NA	NA
Last 3 Years	NA	NA	NA	NA	NA	NA
Last 1 Year	-10.97%	-10.18%	-2.01%	₹8,906	₹8,984	₹9,799

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