Our Opinion
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Our Opinion
Riskometer
Very High
₹17.2120 1.89%
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan
|
|
|
Very High
|
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0.44 |
|
 |
|
Very High
|
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0.23 |
||
|
|
Very High
|
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0.30 |
||
|
|
Very High
|
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0.43 |
||
|
|
Very High
|
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0.40 |
₹1,063 Cr
0.50 (30)
5,000
500
150
12
About Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan
Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan is a equity mutual fund scheme of Tata Mutual Fund. Launched on October 20, 2022, it is currently managed by Rakesh Prajapati and Nitin Bharat Sharma. The fund has an expense ratio of 0.44% with an overall AUM (Assets Under Management) of ₹1,063 Cr.
Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in mid-cap stocks at all times. Being passively managed, it replicates the portfolio of its chosen benchmark index. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹150.
Investment Strategy
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.
Suitability
Mid-cap funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
3 min read•By News Desk
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan can be bought from the Tata Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan, is ₹17.2120 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
5.07
|
|
|
5.03
|
|
|
4.68
|
|
|
4.42
|
|
|
4.38
|
Over the past five years, Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan has delivered an annualised return of --% as of 19-Mar-2026.
The minimum investment required to start investing in Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan is ₹5,000 for the lump sum option and ₹150 for the SIP (Systematic Investment Plan) option.
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