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Tata Nifty Midcap 150 Index Fund
Fund Overview
| Expense ratio | 0.1% as on Aug 31, 2025 |
| Exit load | 0.25% |
| AUM (Fund size) | ₹110 Cr |
| Lock-in Period | Nil |
| Age | 3 m since Jun 02, 2025 |
| Benchmark | NIFTY Midcap 150 TRI |
| Min. investment | SIP: ₹500 & Lumpsum: ₹5000 |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Tata Nifty Midcap 150 Index Fund | 1.01% | N.A. | N.A. | N.A. | N.A. | N.A. |
| Motilal Oswal Nifty Midcap 150 Index Fund | 1.06% | 9.98% | -5.64% | 22.67% | 26.88% | 14.07% |
| HDFC NIFTY Midcap 150 Index Fund | 1.05% | 9.89% | -5.87% | 21.44% | 12.36% | 6.0% |
| SBI Nifty Midcap 150 Index Fund | 1.05% | 9.86% | -5.9% | 21.93% | 12.63% | 6.13% |
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund | -1.08% | 5.68% | -12.62% | 20.19% | 11.67% | 5.67% |
| Navi Nifty Midcap 150 Index Fund | 1.06% | 9.85% | -5.92% | 22.27% | 14.73% | 7.11% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Tata Nifty Midcap 150 Index Fund | N.A. | N.A. | N.A. | N.A. |
| Motilal Oswal Nifty Midcap 150 Index Fund | 15.80 | 0.99 | 0.89 | 1.34 |
| HDFC NIFTY Midcap 150 Index Fund | N.A. | N.A. | N.A. | N.A. |
| SBI Nifty Midcap 150 Index Fund | N.A. | N.A. | N.A. | N.A. |
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund | N.A. | N.A. | N.A. | N.A. |
| Navi Nifty Midcap 150 Index Fund | 15.73 | 0.99 | 0.88 | 1.32 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Tata Nifty Midcap 150 Index Fund | 110 Cr | 3 m | 0.1% |
| Motilal Oswal Nifty Midcap 150 Index Fund | 2,502 Cr | 6 yrs 1 m | 0.26% |
| HDFC NIFTY Midcap 150 Index Fund | 388 Cr | 2 yrs 5 m | 0.3% |
| SBI Nifty Midcap 150 Index Fund | 883 Cr | 3 yrs | 0.4% |
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund | 1,144 Cr | 2 yrs 10 m | 0.4% |
| Navi Nifty Midcap 150 Index Fund | 313 Cr | 3 yrs 7 m | 0.26% |