Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan

Category: Index Fund
Launch Date: 20-10-2022
Asset Class:
Benchmark: NIFTY Midcap 150 Momentum 50 TRI
Expense Ratio: 1.05% As on (30-06-2025)

Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 95.89 Cr As on (30-06-2025)
Turn over: 190.27

NAV as on 01-08-2025

17.4693

-0.22 (-1.233%)

CAGR Since Inception

21.51%

NIFTY Midcap 150 Momentum 50 TRI 23.57%

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PERFORMANCE of Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan

Scheme Performance (%) Data as on - 01-08-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan	-8.38	-	-	-	21.51
NIFTY Midcap 150 Moment 50 TRI	-6.95	25.52	33.29	21.33	23.57
Index Fund	0.47	14.13	19.09	11.58	7.94

Yearly Performance (%)

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Fund Managers

FM-1 Kapil Menon, FM-2 - Rakesh Prajapati

Investment Objective

The investment objective of the scheme is to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error. There is no assurance or guarantee that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns.

RETURNS CALCULATOR for Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan	0.72				-	-
Index Fund	-	-	-	-	-	-

PEER COMPARISION of Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan

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Period

Data as on - 01-08-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan	20-10-2022	-8.38	23.54	0.0	0.0
ICICI Prudential NASDAQ 100 Index Fund - Growth	01-10-2021	25.04	24.78	24.91	0.0
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth	05-04-2020	19.64	20.92	19.62	17.64
Tata Nifty MidSmall Healthcare Index Fund - Regular Plan - Growth	26-04-2024	13.91	0.0	0.0	0.0
Tata Nifty Financial Services Index Fund - Regular Plan - Growth	01-04-2024	12.44	0.0	0.0	0.0
Kotak Nifty Financial Services Ex-Bank Index Fund - Regular Plan - Growth option	14-08-2023	12.19	0.0	0.0	0.0
HDFC Nifty G-Sec Sep 2032 Index Fund - Growth Option	09-12-2022	10.25	9.32	0.0	0.0
Invesco India Nifty G-sec Sep 2032 Index Fund - Regular - Growth	27-03-2023	10.21	9.32	0.0	0.0
BANDHAN CRISIL IBX 90:10 SDL PLUS GILT APRIL 2032 INDEX FUND - REGULAR GROWTH	29-11-2022	10.2	9.19	0.0	0.0
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund-Regular Plan-Growth	11-02-2022	10.17	9.13	8.95	0.0