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Fund Overview of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-idcw
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₹1,179.1 CrAUM
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₹18.39NAV
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1.00%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 11.58% | NA | 4.37% |
| 6 Months | 4.40% | NA | 15.67% |
| 1 Year | 1.51% | 1.51% | -0.50% |
| 2 Years | -1.12% | -0.56% | 23.18% |
| 3 Years | 70.73% | 19.52% | 22.72% |
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Asset Allocation
equities
100.09%Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-idcw is one Equity mutual fund offered by Tata Mutual Fund. Launched on 20 Oct 2022, the fund aims Long Term Capital growth. Investment in equity and equity related instruments comprised in Nifty Midcap 150 Momentum 50 Index. It manages assets worth ₹1,179.1 crore as on Sun May 31, 2026. The expense ratio stands at 1%. Fund Manager Manager Education Fund Manager Manager EducationAbout Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-idcw
The portfolio allocation consists of 100.09% in equities.Managed by Rakesh Prajapati, it has delivered a return of 1.51% in the last year, a total return since inception of 18.10%.
People planning wealth creation generally consider the best sip plan in order to strengthen sustainable savings habits.
Key Metrics of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-idcw
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Standard Deviation20.08%
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Sharpe Ratio0.75%
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Alpha-0.93%
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Beta1.05%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-growth  |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Invesco India Mid Cap Fund Direct-growth |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Invesco India Mid Cap Fund Direct-idcw |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Motilal Oswal Midcap Fund Regular-growth |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Edelweiss Mid Cap Direct Plan-growth |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
| Edelweiss Mid Cap Direct Plan-idcw |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Tata Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Tata Mid Cap Fund Regular-growth
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₹5,732 | 1.63% | 8.77% | 1.55% | 6.26% | 17.55% |
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Tata Mid Cap Direct Plan-growth
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₹5,732 | 1.74% | 9.10% | 2.15% | 7.55% | 18.95% |
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Tata Mid Cap Fund Regular-idcw
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₹5,732 | 1.63% | 8.77% | 1.55% | 6.26% | 17.55% |
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Tata Mid Cap Direct Plan-idcw
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₹5,732 | 1.74% | 9.10% | 2.15% | 7.55% | 18.95% |
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Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-growth
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₹1,179 | 3.51% | 11.58% | 4.40% | 1.51% | 19.52% |
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Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-growth
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₹1,179 | 3.57% | 11.75% | 4.73% | 2.14% | 20.32% |
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Tata Nifty Midcap 150 Momentum 50 Index Fund Direct-idcw
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₹1,179 | 3.57% | 11.75% | 4.73% | 2.14% | 20.32% |
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Tata Nifty Midcap 150 Index Fund Direct-growth
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₹289 | 2.43% | 11.93% | 4.38% | - | - |
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Tata Nifty Midcap 150 Index Fund Regular-growth
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₹289 | 2.35% | 11.67% | 3.88% | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹97,350 | ₹202.51 | 20.00% | 19.88% | 17.89% |
| HDFC Mid Cap Fund Direct-growth |
₹97,350 | ₹224.28 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Direct-idcw |
₹97,350 | ₹79.64 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Regular-idcw |
₹97,350 | ₹50.81 | 20.00% | 19.88% | 17.89% |
| Kotak Midcap Fund Regular-growth |
₹64,749 | ₹143.78 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-growth |
₹64,749 | ₹167.97 | 21.23% | 19.00% | 19.10% |
| Kotak Midcap Fund Regular-idcw |
₹64,749 | ₹78.97 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-idcw |
₹64,749 | ₹100.07 | 21.23% | 19.00% | 19.10% |
| Nippon India Growth Mid Cap Fund-growth |
₹47,415 | ₹4,457.74 | 22.50% | 20.65% | 18.74% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | ₹4,918.68 | 23.48% | 21.61% | 19.63% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bse Ltd | Financial | 7.56% | ₹89.12 Cr |
| Cummins India Ltd | Industrials | 5.17% | ₹60.92 Cr |
| The Federal Bank Ltd | Financial | 4.38% | ₹51.69 Cr |
| Au Small Finance Bank Ltd | Financial | 4.38% | ₹51.61 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 4.20% | ₹49.53 Cr |
| Muthoot Finance Ltd | Financial | 4.11% | ₹48.46 Cr |
| Ge T&d India Ltd | Industrials | 3.81% | ₹44.94 Cr |
| L&t Finance Holdings Ltd | Financial | 3.24% | ₹38.15 Cr |
| One 97 Communications Ltd | Industrials | 3.00% | ₹35.34 Cr |
| Fortis Healthcare Ltd | Healthcare | 2.97% | ₹34.97 Cr |
| Max Financial Services Ltd | Financial | 2.89% | ₹34.13 Cr |
| Aditya Birla Capital Ltd | Financial | 2.87% | ₹33.80 Cr |
| Ashok Leyland Ltd | Industrials | 2.83% | ₹33.42 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 2.69% | ₹31.75 Cr |
| Hitachi Energy India Ltd | Industrials | 2.54% | ₹29.89 Cr |
| Hdfc Asset Management Company Ltd | Financial | 2.46% | ₹29.00 Cr |
| Indian Bank | Financial | 2.35% | ₹27.73 Cr |
| Gmr Airports Infrastructure Ltd | Industrials | 2.28% | ₹26.93 Cr |
| Idfc First Bank Ltd | Financial | 2.24% | ₹26.39 Cr |
| Upl Ltd | Materials | 2.18% | ₹25.73 Cr |
| Glenmark Pharmaceuticals Ltd | Healthcare | 1.99% | ₹23.41 Cr |
| National Aluminium Company Ltd | Materials | 1.87% | ₹22.06 Cr |
| Polycab India Ltd | Industrials | 1.84% | ₹21.67 Cr |
| Persistent Systems Ltd | Technology | 1.79% | ₹21.08 Cr |
| Indus Towers Ltd | Technology | 1.79% | ₹21.06 Cr |
| Vodafone Idea Ltd | Technology | 1.71% | ₹20.21 Cr |
| Srf Ltd | Materials | 1.51% | ₹17.79 Cr |
| Coforge Ltd | Technology | 1.50% | ₹17.72 Cr |
| Mahindra & Mahindra Financial Services Ltd | Financial | 1.48% | ₹17.48 Cr |
| Lupin Ltd | Healthcare | 1.46% | ₹17.25 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 1.45% | ₹17.08 Cr |
| Marico Ltd | Consumer Staples | 1.27% | ₹14.95 Cr |
| Mrf Ltd | Consumer Discretionary | 1.14% | ₹13.39 Cr |
| Uno Minda Ltd | Consumer Discretionary | 1.00% | ₹11.79 Cr |
| Biocon Ltd | Healthcare | 0.96% | ₹11.36 Cr |
| Jk Cement Ltd | Materials | 0.93% | ₹10.97 Cr |
| Bank Of India | Financial | 0.88% | ₹10.37 Cr |
| Jindal Stainless Ltd | Materials | 0.85% | ₹10.02 Cr |
| Nippon Life India Asset Management Ltd | Financial | 0.81% | ₹9.61 Cr |
| Apl Apollo Tubes Ltd | Industrials | 0.80% | ₹9.41 Cr |
| Coromandel International Ltd | Materials | 0.79% | ₹9.29 Cr |
| Sundaram Finance Ltd | Financial | 0.69% | ₹8.09 Cr |
| Aia Engineering Ltd | Industrials | 0.66% | ₹7.76 Cr |
| Sbi Cards & Payments Services Ltd | Financial | 0.59% | ₹7.01 Cr |
| Berger Paints India Ltd | Materials | 0.41% | ₹4.83 Cr |
| 3m India Ltd | Diversified | 0.38% | ₹4.44 Cr |
| Dalmia Bharat Ltd | Materials | 0.38% | ₹4.43 Cr |
| Abbott India Ltd | Healthcare | 0.35% | ₹4.10 Cr |
| Bharti Hexacom Ltd. | Technology | 0.34% | ₹4.03 Cr |
| Indraprastha Gas Ltd | Energy & Utilities | 0.32% | ₹3.76 Cr |
| Repo | Unspecified | 0.08% | ₹0.96 Cr |
| Net Payables | Unspecified | -0.17% | ₹-1.75 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹108.95 | 19.05% | 23.01% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹44.44 | 19.05% | 23.01% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹231.24 | 25.62% | 21.86% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹80.73 | 25.62% | 21.86% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹94.42 | 17.89% | 21.73% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹42.67 | 17.89% | 21.73% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,918.68 | 23.48% | 21.61% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹190.79 | 23.48% | 21.61% | - |
| Edelweiss Mid Cap Direct Plan-growth |
₹125.75 | 23.85% | 20.92% | - |
| Edelweiss Mid Cap Direct Plan-idcw |
₹91.69 | 23.85% | 20.92% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-idcw
What is the current AUM of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-idcw?
As of Sun May 31, 2026, Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-idcw manages assets worth ₹1,179.1 crore
How has Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-idcw performed recently?
- 3 Months: 11.58%
- 6 Months: 4.40%
What is the long-term performance of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-idcw?
- 3 Years CAGR: 19.52%
- Since Inception: 18.10%
What is the portfolio composition of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-idcw?
Equity: 100.09%, Others: -0.09%.
Who manages Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-idcw?
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-idcw is managed by Rakesh Prajapati from Tata Mutual Fund.
What is the market-cap allocation of Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-idcw?
Large Cap: 17.76%, Mid Cap: 81.26%, Small Cap: 0.98%.
Which are the top companies Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-idcw has invested in?
- BSE Ltd – 7.56% of the fund's portfolio
- Cummins India Ltd – 5.17% of the fund's portfolio
- The Federal Bank Ltd – 4.38% of the fund's portfolio
- AU Small Finance Bank Ltd – 4.38% of the fund's portfolio
- Hero Motocorp Ltd – 4.20% of the fund's portfolio
Which are the major sectors Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-idcw focuses on?
- Financial – 40.93% of the fund's portfolio
- Industrials – 22.93% of the fund's portfolio
- Consumer Discretionary – 9.03% of the fund's portfolio
- Materials – 8.92% of the fund's portfolio
- Healthcare – 7.73% of the fund's portfolio
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