Tata Nifty Midcap 150 Momentum 50 Index Fund Regular-Growth
The fund is rated 2 stars. Taken together, the fund's movement relative to its index and annual fee of 1.35% place it behind most similar funds.
This index fund/ETF has a beta of 1.164%, and an expense ratio of 1.35%, giving it a 2.0 star rating, based on the principle that lower values of |1-beta| and expense ratio result in higher ratings.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 7 Oct 2026
Risk ratios
As of 30 Sep 2026
Portfolio
As of 31 Aug 2026
Market-cap split
Sector allocation
Holdings (51)
| Holding | % of fund | Value | Shares |
|---|---|---|---|
| Laurus Labs Ltd. | 6.32% | ₹80.58 Cr | 4,20,770 |
| Multi Commodity Exchange Of India Ltd. | 5.75% | ₹73.24 Cr | 2,15,407 |
| The Federal Bank Ltd. | 4.81% | ₹61.34 Cr | 17,19,734 |
| Bharat Heavy Electricals Ltd. | 4.42% | ₹56.36 Cr | 12,73,205 |
| GE Vernova T&D India Ltd | 4.23% | ₹53.83 Cr | 1,21,105 |
| BSE Ltd. | 4.06% | ₹51.67 Cr | 1,57,434 |
| Bharat Forge Ltd. | 3.98% | ₹50.65 Cr | 2,40,617 |
| Hitachi Energy India Ltd. | 3.63% | ₹46.21 Cr | 13,688 |
| National Aluminium Company Ltd. | 3.35% | ₹42.65 Cr | 11,17,994 |
| Polycab India Ltd. | 3.32% | ₹42.32 Cr | 44,806 |
Fund details
Long Term Capital growth. Investment in equity and equity related instruments comprised in Nifty Midcap 150 Momentum 50 Index.
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.
Exit load of 0.50%, if redeemed within 30 days.