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Tata Nifty Midcap 150 Momentum 50 Index Fund
Fund Overview
| AUM (Fund size) | ₹1,014 Cr |
| Exit load | 0.5% |
| Lock-in Period | Nil |
| Age | 3 yrs 1 m since Oct 04, 2022 |
| Benchmark | NIFTY Midcap 150 Moment 50 TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 1.05% as on Oct 31, 2025 |
| Plan type | Regular |
| 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 Momentum 50 Index Fund | 2.31% | 3.33% | -1.86% | 21.72% | N.A. | N.A. |
| Motilal Oswal Nifty Midcap 150 Index Fund | 1.21% | 5.44% | 6.52% | 22.81% | 24.2% | 14.18% |
| HDFC NIFTY Midcap 150 Index Fund | 1.21% | 5.48% | 6.52% | 23.07% | 13.26% | 6.43% |
| SBI Nifty Midcap 150 Index Fund | 1.23% | 5.54% | 6.59% | 22.72% | 13.5% | 6.54% |
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund | 2.3% | 3.3% | -1.79% | 22.1% | 12.73% | 6.17% |
| Axis Nifty Midcap 50 Index Fund | 2.84% | 7.51% | 9.75% | 24.83% | 15.25% | 7.35% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Tata Nifty Midcap 150 Momentum 50 Index Fund | 18.05 | 1.08 | 0.78 | 1.04 |
| Motilal Oswal Nifty Midcap 150 Index Fund | 15.75 | 0.99 | 0.98 | 1.38 |
| HDFC NIFTY Midcap 150 Index Fund | N.A. | N.A. | N.A. | N.A. |
| SBI Nifty Midcap 150 Index Fund | 15.74 | 0.99 | 0.97 | 1.37 |
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund | N.A. | N.A. | N.A. | N.A. |
| Axis Nifty Midcap 50 Index Fund | 16.46 | 1.02 | 1.03 | 1.42 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Tata Nifty Midcap 150 Momentum 50 Index Fund | 1,014 Cr | 3 yrs 1 m | 1.05% |
| Motilal Oswal Nifty Midcap 150 Index Fund | 2,817 Cr | 6 yrs 3 m | 1.0% |
| HDFC NIFTY Midcap 150 Index Fund | 437 Cr | 2 yrs 7 m | 0.77% |
| SBI Nifty Midcap 150 Index Fund | 928 Cr | 3 yrs 2 m | 0.77% |
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund | 1,288 Cr | 3 yrs | 1.1% |
| Axis Nifty Midcap 50 Index Fund | 518 Cr | 3 yrs 8 m | 1.02% |