43286
5431
Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G)
20.90
-5.79
-2.14
0.03
3.38
0.41
21.43
7
1.77
20.9
Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G)
1.73
20.04
1.11
3.5
3 Years

SIP TrendupStart investing with ₹100

Start SIP
  • NAV

    18.35

    04 Dec 2025

  • -0.20%

     1 Day

  • 20.90%

    3Y CAGR returns

One click to compare funds with our smart tool—analyze returns & more! Compare
  • ₹ 150

    Min SIP
  • ₹ 5000

    Min Lumpsum
  • 0.44%

    Expense Ratio
  • 2

    Rating
  • 575 Cr

    Fund Size
  • 3 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Fund Comparison

Investment Period : 3 Years


Note : For comparison, we’ve assumed ₹1,00,000 invested. Savings account is shown at 3.5% annual return

Returns and Ranks ( as on 04 Dec 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • -5.79%
  • 20.90%
  • 21.43
  • 8.72Alpha
  • 5.21SD
  • 1.16Beta
  • 0.85Sharpe
  • 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.
  • Tax implication
  • Returns are taxed as per your Income Tax slab.
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.
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  • Address :
  • 1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai - 400051
    • Contact :
    • +91022 62827777
    • Email ID :
    • service@tataamc.com
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FAQs

You can invest in Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G) in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G) in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G) has delivered 46.19% since inception

The NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G) is ₹19.2388 as of 04 Dec 2025

The expense ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G) is % as of 04 Dec 2025

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G) 323.11 CR as of 04 Dec 2025

The minimum SIP amount of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G) is 150

The top stock holdings of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G) are

  1. Max Healthcare - 4.68%
  2. Max Financial - 4.58%
  3. BSE - 4.49%
  4. Suzlon Energy - 4.09%
  5. Coforge - 3.76%

The top sectors Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G) has invested in are

  1. Finance - 17.79%
  2. Pharmaceuticals & Biotech - 13.35%
  3. Industrial Products - 12.09%
  4. Realty - 9.75%
  5. Electrical Equipments - 6.35%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G) in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G) based on your investment objective and risk tolerance

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