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Fund Overview

Fund Size

Fund Size

₹654 Cr

Expense Ratio

Expense Ratio

0.40%

ISIN

ISIN

INF277KA1612

Minimum SIP

Minimum SIP

₹1,000

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

20 Oct 2022

About this fund

Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth is a Index Funds mutual fund schemes offered by Tata Mutual Fund. This fund has been in existence for 2 years, 5 months and 8 days, having been launched on 20-Oct-22.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹16.39, Assets Under Management (AUM) of 654.04 Crores, and an expense ratio of 0.4%.
  • Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth has given a CAGR return of 22.50% since inception.
  • The fund's asset allocation comprises around 100.22% in equities, 0.00% in debts, and -0.22% in cash & cash equivalents.
  • You can start investing in Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+4.10%

(Cat Avg.)

Since Inception

+22.50%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity655.47 Cr100.22%
Others-1.43 Cr-0.22%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
BSE LtdEquity34.86 Cr5.33%
Persistent Systems LtdEquity33.95 Cr5.19%
Indian Hotels Co LtdEquity33.76 Cr5.16%
Max Healthcare Institute Ltd Ordinary SharesEquity32.62 Cr4.99%
Coforge LtdEquity31.75 Cr4.85%
Dixon Technologies (India) LtdEquity31.63 Cr4.84%
PB Fintech LtdEquity29.41 Cr4.50%
Lupin LtdEquity29.02 Cr4.44%
The Federal Bank LtdEquity23.74 Cr3.63%
Fortis Healthcare LtdEquity21.76 Cr3.33%
Voltas LtdEquity19.58 Cr2.99%
Kalyan Jewellers India LtdEquity17.65 Cr2.70%
Oracle Financial Services Software LtdEquity16.53 Cr2.53%
Indus Towers Ltd Ordinary SharesEquity15.37 Cr2.35%
CG Power & Industrial Solutions LtdEquity15.33 Cr2.34%
Cummins India LtdEquity14.59 Cr2.23%
One97 Communications LtdEquity13.81 Cr2.11%
Coromandel International LtdEquity12.26 Cr1.87%
HDFC Asset Management Co LtdEquity12.13 Cr1.85%
Mphasis LtdEquity10.61 Cr1.62%
Page Industries LtdEquity10.6 Cr1.62%
Oil India LtdEquity10.16 Cr1.55%
Ipca Laboratories LtdEquity9.76 Cr1.49%
Jubilant Foodworks LtdEquity9.53 Cr1.46%
Rail Vikas Nigam LtdEquity9.41 Cr1.44%
Hindustan Petroleum Corp LtdEquity9.33 Cr1.43%
Petronet LNG LtdEquity9.32 Cr1.42%
Lloyds Metals & Energy LtdEquity8.89 Cr1.36%
Solar Industries India LtdEquity8.34 Cr1.28%
Phoenix Mills LtdEquity7.67 Cr1.17%
Godrej Properties LtdEquity7.65 Cr1.17%
Aurobindo Pharma LtdEquity7.64 Cr1.17%
Mazagon Dock Shipbuilders LtdEquity6.9 Cr1.05%
Syngene International LtdEquity6.81 Cr1.04%
Torrent Power LtdEquity6.69 Cr1.02%
Polycab India LtdEquity6.6 Cr1.01%
Hitachi Energy India Ltd Ordinary SharesEquity6.47 Cr0.99%
UNO Minda LtdEquity6.38 Cr0.98%
Indian Renewable Energy Development Agency LtdEquity6 Cr0.92%
Oberoi Realty LtdEquity5.88 Cr0.90%
KEI Industries LtdEquity5.66 Cr0.87%
Prestige Estates Projects LtdEquity5.51 Cr0.84%
Biocon LtdEquity5.39 Cr0.82%
Ajanta Pharma LtdEquity5.37 Cr0.82%
Indian BankEquity4.79 Cr0.73%
CRISIL LtdEquity4.71 Cr0.72%
Godrej Industries LtdEquity3.98 Cr0.61%
Thermax LtdEquity3.85 Cr0.59%
Housing & Urban Development Corp LtdEquity3.5 Cr0.54%
Net Current LiabilitiesCash - Collateral-2.6 Cr0.40%
Bharat Dynamics Ltd Ordinary SharesEquity2.29 Cr0.35%
A) RepoCash - Repurchase Agreement1.17 Cr0.18%

Allocation By Market Cap (Equity)

Large Cap Stocks

9.37%

Mid Cap Stocks

90.85%

Small Cap Stocks

--

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Technology138.28 Cr21.14%
Financial Services119.15 Cr18.22%
Healthcare118.37 Cr18.10%
Consumer Cyclical97.51 Cr14.91%
Industrials75.07 Cr11.48%
Basic Materials29.5 Cr4.51%
Energy28.81 Cr4.40%
Real Estate26.72 Cr4.08%
Communication Services15.37 Cr2.35%
Utilities6.69 Cr1.02%

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

KM

Kapil Menon

Since April 2024

RP

Rakesh Prajapati

Since December 2024

Additional Scheme Detailsas of 28th February 2025

ISIN
INF277KA1612
Expense Ratio
0.40%
Exit Load
No Charges
Fund Size
₹654 Cr
Age
2 years 5 months
Lumpsum Minimum
₹5,000
Fund Status
Open Ended Investment Company
Benchmark
Nifty Midcap 150 Momentum 50 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Index Funds Funds

Fund nameExpense RatioExit LoadFund size
1Y
ICICI Prudential Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹562.26 Cr8.4%
ICICI Prudential Nifty Midcap 150 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹562.26 Cr7.7%
ICICI Prudential Nifty 200 Momentum 30 Index Fund Regular Growth

Very High Risk

1.0%0.0%₹430.96 Cr-7.1%
SBI Nifty Midcap 150 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹657.77 Cr7.9%
DSP Nifty 50 Equal Weight Index Fund Regular Growth

Very High Risk

0.9%0.0%₹1945.75 Cr5.7%
SBI Nifty Smallcap 250 Index Fund Direct Growth

Very High Risk

0.5%0.0%₹1086.14 Cr5.7%
SBI Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.5%0.0%₹657.77 Cr8.5%
ICICI Prudential Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk

0.4%0.0%₹430.96 Cr-6.5%
DSP Nifty 50 Equal Weight Index Fund Direct Growth

Very High Risk

0.4%0.0%₹1945.75 Cr6.3%
SBI Nifty Smallcap 250 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹1086.14 Cr5.1%

About the AMC

Tata Mutual Fund

Tata Mutual Fund

Total AUM

₹1,87,895 Cr

Address

Mafatlal Centre, 9th Floor, Mumbai, 400 021

Other Funds by Tata Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Tata Silver ETF Fund of Fund Direct Growth

Very High Risk

0.1%0.0%₹85.51 Cr31.7%
Tata Gold ETF Fund of Fund Direct Growth

High Risk

0.2%0.0%₹187.47 Cr30.6%
Tata Fixed Maturity Plan Series 56 Scheme G Direct Growth

Low to Moderate Risk

-0.0%--
Tata Fixed Maturity Plan Series 56 Scheme H Direct Growth

Low to Moderate Risk

-0.0%--
Tata Fixed Maturity Series E Direct Growth

Low to Moderate Risk

-0.0%--
Tata Balanced Advantage Fund Direct Growth

High Risk

0.4%1.0%₹9754.44 Cr6.8%
Tata Ultra Short Term Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹4995.61 Cr7.8%
Tata Business Cycle Fund Direct Growth

Very High Risk

0.6%1.0%₹2556.73 Cr5.1%
Tata Nifty India Digital ETF Fund of Fund Direct Growth

Very High Risk

0.1%1.0%₹97.66 Cr8.0%
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹857.82 Cr8.3%
Tata Floating Rate Fund Direct Growth

Moderate Risk

0.3%0.0%₹123.89 Cr8.6%
Tata Small Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹8274.12 Cr15.1%
Tata Large & Mid Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹7419.57 Cr8.3%
Tata Mid Cap Growth Fund Direct Growth

Very High Risk

0.7%1.0%₹3954.92 Cr9.3%
Tata Hybrid Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹3733.13 Cr7.5%
Tata Ethical Fund Direct Growth

Very High Risk

0.7%0.0%₹2980.72 Cr4.7%
Tata Gilt Securities Fund Direct Growth

Moderate Risk

0.3%0.0%₹1072.11 Cr9.4%
Tata Equity P/E Fund Direct Growth

Very High Risk

0.8%1.0%₹7468.42 Cr9.2%
Tata Infrastructure Fund Direct Growth

Very High Risk

1.2%0.0%₹1863.78 Cr-3.2%
Tata Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹2391.87 Cr7.9%
Tata Money Market Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹26845.19 Cr8.0%
Tata Equity Savings Fund Direct Growth

Low to Moderate Risk

0.5%0.0%₹249.88 Cr10.0%
Tata Young Citizens Fund Direct Growth

Very High Risk

1.9%1.0%₹322.14 Cr6.5%
Tata Liquid Fund Direct Growth

Moderate Risk

0.2%0.0%₹30890.09 Cr7.4%
Tata Large Cap Fund Direct Growth

Very High Risk

1.1%1.0%₹2267.20 Cr8.8%
Tata Retirement Savings Moderate Fund Direct Growth

Very High Risk

0.7%1.0%₹1908.44 Cr10.7%
Tata Retirement Savings Conservative Fund Direct Growth

Moderately High risk

1.0%1.0%₹168.55 Cr7.8%
Tata Short Term Bond Fund Direct Growth

Moderate Risk

0.4%0.0%₹2642.43 Cr8.7%
Tata Retirement Savings Progressive Fund Direct Growth

Very High Risk

0.6%1.0%₹1803.24 Cr9.8%
Tata Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹3019.67 Cr9.0%
Tata India Consumer Fund Direct Growth

Very High Risk

0.8%0.0%₹2113.62 Cr10.7%
Tata Digital India Fund Direct Growth

Very High Risk

0.4%0.0%₹11068.17 Cr9.3%
Tata Banking & Financial Services Fund Direct Growth

Very High Risk

0.6%0.0%₹2284.89 Cr19.0%
Tata Resources & Energy Fund Direct Growth

Very High Risk

0.6%0.0%₹928.70 Cr11.7%
Tata India Pharma & Healthcare Fund Direct Growth

Very High Risk

0.7%0.0%₹1103.99 Cr16.7%
TATA Nifty G-SEC Dec 2029 Index Fund Direct Growth

Moderate Risk

0.1%0.0%₹179.81 Cr9.2%
Tata Multi Asset Opportunities Fund Direct Growth

Very High Risk

0.5%1.0%₹3337.44 Cr9.0%
Tata Flexi Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹2733.96 Cr12.1%
Tata Dividend Yield Fund Direct Growth

Very High Risk

0.8%1.0%₹839.00 Cr6.0%
Tata Housing Opportunities Fund Direct Growth

Very High Risk

0.8%1.0%₹475.79 Cr3.3%
Tata Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹12681.66 Cr8.0%
Tata Banking & PSU Debt Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹207.53 Cr7.0%
Tata Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹4087.14 Cr6.7%
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Very High Risk

0.4%0.0%₹654.04 Cr4.1%
Tata CRISIL IBX Gilt Index-April 2026 Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹956.35 Cr7.6%
Tata Multicap Fund Direct Growth

Very High Risk

0.6%1.0%₹2661.41 Cr3.1%
Tata Treasury Advantage Fund Segregated Portfolio 1 Direct Growth

Low to Moderate Risk

-0.0%-154.6%
Tata Medium Term Fund Segregated Portfolio 1 Direct Growth

Moderate Risk

-1.0%-187.2%
Tata Corporate Bond Fund Segregated Portfolio 1 Direct Growth

Moderate Risk

-0.0%-116.5%
TATA Nifty G-Sec Dec 2026 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹101.56 Cr7.9%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth, as of 27-Mar-2025, is ₹16.39.
The fund's allocation of assets is distributed as 100.22% in equities, 0.00% in bonds, and -0.22% in cash and cash equivalents.
The fund managers responsible for Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth are:-
  1. Kapil Menon
  2. Rakesh Prajapati

Fund Overview

Fund Size

Fund Size

₹654 Cr

Expense Ratio

Expense Ratio

0.40%

ISIN

ISIN

INF277KA1612

Minimum SIP

Minimum SIP

₹1,000

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

20 Oct 2022

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth is a Index Funds mutual fund schemes offered by Tata Mutual Fund. This fund has been in existence for 2 years, 5 months and 8 days, having been launched on 20-Oct-22.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹16.39, Assets Under Management (AUM) of 654.04 Crores, and an expense ratio of 0.4%.
  • Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth has given a CAGR return of 22.50% since inception.
  • The fund's asset allocation comprises around 100.22% in equities, 0.00% in debts, and -0.22% in cash & cash equivalents.
  • You can start investing in Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+4.10%

(Cat Avg.)

Since Inception

+22.50%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity655.47 Cr100.22%
Others-1.43 Cr-0.22%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
BSE LtdEquity34.86 Cr5.33%
Persistent Systems LtdEquity33.95 Cr5.19%
Indian Hotels Co LtdEquity33.76 Cr5.16%
Max Healthcare Institute Ltd Ordinary SharesEquity32.62 Cr4.99%
Coforge LtdEquity31.75 Cr4.85%
Dixon Technologies (India) LtdEquity31.63 Cr4.84%
PB Fintech LtdEquity29.41 Cr4.50%
Lupin LtdEquity29.02 Cr4.44%
The Federal Bank LtdEquity23.74 Cr3.63%
Fortis Healthcare LtdEquity21.76 Cr3.33%
Voltas LtdEquity19.58 Cr2.99%
Kalyan Jewellers India LtdEquity17.65 Cr2.70%
Oracle Financial Services Software LtdEquity16.53 Cr2.53%
Indus Towers Ltd Ordinary SharesEquity15.37 Cr2.35%
CG Power & Industrial Solutions LtdEquity15.33 Cr2.34%
Cummins India LtdEquity14.59 Cr2.23%
One97 Communications LtdEquity13.81 Cr2.11%
Coromandel International LtdEquity12.26 Cr1.87%
HDFC Asset Management Co LtdEquity12.13 Cr1.85%
Mphasis LtdEquity10.61 Cr1.62%
Page Industries LtdEquity10.6 Cr1.62%
Oil India LtdEquity10.16 Cr1.55%
Ipca Laboratories LtdEquity9.76 Cr1.49%
Jubilant Foodworks LtdEquity9.53 Cr1.46%
Rail Vikas Nigam LtdEquity9.41 Cr1.44%
Hindustan Petroleum Corp LtdEquity9.33 Cr1.43%
Petronet LNG LtdEquity9.32 Cr1.42%
Lloyds Metals & Energy LtdEquity8.89 Cr1.36%
Solar Industries India LtdEquity8.34 Cr1.28%
Phoenix Mills LtdEquity7.67 Cr1.17%
Godrej Properties LtdEquity7.65 Cr1.17%
Aurobindo Pharma LtdEquity7.64 Cr1.17%
Mazagon Dock Shipbuilders LtdEquity6.9 Cr1.05%
Syngene International LtdEquity6.81 Cr1.04%
Torrent Power LtdEquity6.69 Cr1.02%
Polycab India LtdEquity6.6 Cr1.01%
Hitachi Energy India Ltd Ordinary SharesEquity6.47 Cr0.99%
UNO Minda LtdEquity6.38 Cr0.98%
Indian Renewable Energy Development Agency LtdEquity6 Cr0.92%
Oberoi Realty LtdEquity5.88 Cr0.90%
KEI Industries LtdEquity5.66 Cr0.87%
Prestige Estates Projects LtdEquity5.51 Cr0.84%
Biocon LtdEquity5.39 Cr0.82%
Ajanta Pharma LtdEquity5.37 Cr0.82%
Indian BankEquity4.79 Cr0.73%
CRISIL LtdEquity4.71 Cr0.72%
Godrej Industries LtdEquity3.98 Cr0.61%
Thermax LtdEquity3.85 Cr0.59%
Housing & Urban Development Corp LtdEquity3.5 Cr0.54%
Net Current LiabilitiesCash - Collateral-2.6 Cr0.40%
Bharat Dynamics Ltd Ordinary SharesEquity2.29 Cr0.35%
A) RepoCash - Repurchase Agreement1.17 Cr0.18%

Allocation By Market Cap (Equity)

Large Cap Stocks

9.37%

Mid Cap Stocks

90.85%

Small Cap Stocks

--

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Technology138.28 Cr21.14%
Financial Services119.15 Cr18.22%
Healthcare118.37 Cr18.10%
Consumer Cyclical97.51 Cr14.91%
Industrials75.07 Cr11.48%
Basic Materials29.5 Cr4.51%
Energy28.81 Cr4.40%
Real Estate26.72 Cr4.08%
Communication Services15.37 Cr2.35%
Utilities6.69 Cr1.02%

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

KM

Kapil Menon

Since April 2024

RP

Rakesh Prajapati

Since December 2024

Additional Scheme Detailsas of 28th February 2025

ISIN
INF277KA1612
Expense Ratio
0.40%
Exit Load
No Charges
Fund Size
₹654 Cr
Age
2 years 5 months
Lumpsum Minimum
₹5,000
Fund Status
Open Ended Investment Company
Benchmark
Nifty Midcap 150 Momentum 50 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Index Funds Funds

Fund nameExpense RatioExit LoadFund size
1Y
ICICI Prudential Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹562.26 Cr8.4%
ICICI Prudential Nifty Midcap 150 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹562.26 Cr7.7%
ICICI Prudential Nifty 200 Momentum 30 Index Fund Regular Growth

Very High Risk

1.0%0.0%₹430.96 Cr-7.1%
SBI Nifty Midcap 150 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹657.77 Cr7.9%
DSP Nifty 50 Equal Weight Index Fund Regular Growth

Very High Risk

0.9%0.0%₹1945.75 Cr5.7%
SBI Nifty Smallcap 250 Index Fund Direct Growth

Very High Risk

0.5%0.0%₹1086.14 Cr5.7%
SBI Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.5%0.0%₹657.77 Cr8.5%
ICICI Prudential Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk

0.4%0.0%₹430.96 Cr-6.5%
DSP Nifty 50 Equal Weight Index Fund Direct Growth

Very High Risk

0.4%0.0%₹1945.75 Cr6.3%
SBI Nifty Smallcap 250 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹1086.14 Cr5.1%

About the AMC

Tata Mutual Fund

Tata Mutual Fund

Total AUM

₹1,87,895 Cr

Address

Mafatlal Centre, 9th Floor, Mumbai, 400 021

Other Funds by Tata Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Tata Silver ETF Fund of Fund Direct Growth

Very High Risk

0.1%0.0%₹85.51 Cr31.7%
Tata Gold ETF Fund of Fund Direct Growth

High Risk

0.2%0.0%₹187.47 Cr30.6%
Tata Fixed Maturity Plan Series 56 Scheme G Direct Growth

Low to Moderate Risk

-0.0%--
Tata Fixed Maturity Plan Series 56 Scheme H Direct Growth

Low to Moderate Risk

-0.0%--
Tata Fixed Maturity Series E Direct Growth

Low to Moderate Risk

-0.0%--
Tata Balanced Advantage Fund Direct Growth

High Risk

0.4%1.0%₹9754.44 Cr6.8%
Tata Ultra Short Term Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹4995.61 Cr7.8%
Tata Business Cycle Fund Direct Growth

Very High Risk

0.6%1.0%₹2556.73 Cr5.1%
Tata Nifty India Digital ETF Fund of Fund Direct Growth

Very High Risk

0.1%1.0%₹97.66 Cr8.0%
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹857.82 Cr8.3%
Tata Floating Rate Fund Direct Growth

Moderate Risk

0.3%0.0%₹123.89 Cr8.6%
Tata Small Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹8274.12 Cr15.1%
Tata Large & Mid Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹7419.57 Cr8.3%
Tata Mid Cap Growth Fund Direct Growth

Very High Risk

0.7%1.0%₹3954.92 Cr9.3%
Tata Hybrid Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹3733.13 Cr7.5%
Tata Ethical Fund Direct Growth

Very High Risk

0.7%0.0%₹2980.72 Cr4.7%
Tata Gilt Securities Fund Direct Growth

Moderate Risk

0.3%0.0%₹1072.11 Cr9.4%
Tata Equity P/E Fund Direct Growth

Very High Risk

0.8%1.0%₹7468.42 Cr9.2%
Tata Infrastructure Fund Direct Growth

Very High Risk

1.2%0.0%₹1863.78 Cr-3.2%
Tata Treasury Advantage Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹2391.87 Cr7.9%
Tata Money Market Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹26845.19 Cr8.0%
Tata Equity Savings Fund Direct Growth

Low to Moderate Risk

0.5%0.0%₹249.88 Cr10.0%
Tata Young Citizens Fund Direct Growth

Very High Risk

1.9%1.0%₹322.14 Cr6.5%
Tata Liquid Fund Direct Growth

Moderate Risk

0.2%0.0%₹30890.09 Cr7.4%
Tata Large Cap Fund Direct Growth

Very High Risk

1.1%1.0%₹2267.20 Cr8.8%
Tata Retirement Savings Moderate Fund Direct Growth

Very High Risk

0.7%1.0%₹1908.44 Cr10.7%
Tata Retirement Savings Conservative Fund Direct Growth

Moderately High risk

1.0%1.0%₹168.55 Cr7.8%
Tata Short Term Bond Fund Direct Growth

Moderate Risk

0.4%0.0%₹2642.43 Cr8.7%
Tata Retirement Savings Progressive Fund Direct Growth

Very High Risk

0.6%1.0%₹1803.24 Cr9.8%
Tata Corporate Bond Fund Direct Growth

Moderate Risk

0.3%0.0%₹3019.67 Cr9.0%
Tata India Consumer Fund Direct Growth

Very High Risk

0.8%0.0%₹2113.62 Cr10.7%
Tata Digital India Fund Direct Growth

Very High Risk

0.4%0.0%₹11068.17 Cr9.3%
Tata Banking & Financial Services Fund Direct Growth

Very High Risk

0.6%0.0%₹2284.89 Cr19.0%
Tata Resources & Energy Fund Direct Growth

Very High Risk

0.6%0.0%₹928.70 Cr11.7%
Tata India Pharma & Healthcare Fund Direct Growth

Very High Risk

0.7%0.0%₹1103.99 Cr16.7%
TATA Nifty G-SEC Dec 2029 Index Fund Direct Growth

Moderate Risk

0.1%0.0%₹179.81 Cr9.2%
Tata Multi Asset Opportunities Fund Direct Growth

Very High Risk

0.5%1.0%₹3337.44 Cr9.0%
Tata Flexi Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹2733.96 Cr12.1%
Tata Dividend Yield Fund Direct Growth

Very High Risk

0.8%1.0%₹839.00 Cr6.0%
Tata Housing Opportunities Fund Direct Growth

Very High Risk

0.8%1.0%₹475.79 Cr3.3%
Tata Arbitrage Fund Direct Growth

Low Risk

0.3%0.0%₹12681.66 Cr8.0%
Tata Banking & PSU Debt Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹207.53 Cr7.0%
Tata Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹4087.14 Cr6.7%
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth

Very High Risk

0.4%0.0%₹654.04 Cr4.1%
Tata CRISIL IBX Gilt Index-April 2026 Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹956.35 Cr7.6%
Tata Multicap Fund Direct Growth

Very High Risk

0.6%1.0%₹2661.41 Cr3.1%
Tata Treasury Advantage Fund Segregated Portfolio 1 Direct Growth

Low to Moderate Risk

-0.0%-154.6%
Tata Medium Term Fund Segregated Portfolio 1 Direct Growth

Moderate Risk

-1.0%-187.2%
Tata Corporate Bond Fund Segregated Portfolio 1 Direct Growth

Moderate Risk

-0.0%-116.5%
TATA Nifty G-Sec Dec 2026 Index Fund Direct Growth

Low to Moderate Risk

0.1%0.0%₹101.56 Cr7.9%

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The NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth, as of 27-Mar-2025, is ₹16.39.
The fund's allocation of assets is distributed as 100.22% in equities, 0.00% in bonds, and -0.22% in cash and cash equivalents.
The fund managers responsible for Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth are:-
  1. Kapil Menon
  2. Rakesh Prajapati
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