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InvestVerdict

Tata Nifty Midcap 150 Momentum 50 Index Fund

Direct Plan · IDCW Payout Option · Index Funds · Scheme code 150740

NAV₹19.0884as on 28 Aug 2026
Fund houseTata Mutual Fund
CategoryIndex Funds
Plan & optionDirect · IDCW Payout Option
History3.8 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 3.972.315.12 8.2717.22— ——17.74
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Index Funds
category median		 ——— 5.838.039.81 —11.77—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 18.1% 0.59 0.82 1.11 8.33% -25.9% 66.68
Nifty 100
benchmark		 17.1%0.23 0.32—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 46 months this scheme and its benchmark share.

Growth of ₹100 since launch

8112216420620242026InvestVerdict

Drawdown from peak (%)

0%-10%-19%-29%20242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
139 -12.2% 7.4% 77.5% 27%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Tata Nifty Midcap 150 Momentum 50 Index Fund

Direct Plan · IDCW Payout Option

Allocation

By asset

Equity100.02%

By market cap

Large Cap22.05%
Mid Cap77.97%

Concentration

Number of stocks50
Top 5 stocks24.58%
Top 10 stocks43.67%
Top 20 stocks65.68%
Largest holding5.21%
Largest sectorElectrical Equipment 16.38%
Effective stocks34.7
Cash-0.17%
InvestVerdict

Tata Nifty Midcap 150 Momentum 50 Index Fund

Direct Plan · IDCW Payout Option · holdings

Top 18 holdings

#CompanySector% of fund
1— Pharmaceuticals & Biotechnology5.21%
2— Capital Markets4.99%
3— Capital Markets4.93%
4— Electrical Equipment4.85%
5— Banks4.60%
6— Electrical Equipment4.31%
7— Auto Components4.21%
8— Electrical Equipment3.87%
9— Industrial Products3.62%
10— Non - Ferrous Metals3.08%
11— Banks2.64%
12— Pharmaceuticals & Biotechnology2.53%
13— Telecom - Services2.30%
14— Agricultural Food & other Products2.27%
15— Pharmaceuticals & Biotechnology2.15%
16— Banks2.12%
17— Industrial Products2.05%
18— Healthcare Services2.03%

Sector split

Electrical Equipment — 16.4%Pharmaceuticals & Biotechnology — 13.8%Banks — 12.1%Capital Markets — 11.1%Industrial Products — 7.6%Telecom - Services — 5.1%Auto Components — 4.2%Non - Ferrous Metals — 3.1%Other — 26.7%Electrical Equipment16.4%Pharmaceuticals & Biotech…13.8%Banks12.1%Capital Markets11.1%Industrial Products7.6%Telecom - Services5.1%Auto Components4.2%Non - Ferrous Metals3.1%Other26.7%
Electrical Equipment16.38%
Pharmaceuticals & Biotechnology13.78%
Banks12.05%
Capital Markets11.05%
Industrial Products7.61%
Telecom - Services5.12%
Auto Components4.21%
Non - Ferrous Metals3.08%
Minerals & Mining2.87%
Finance2.85%

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 30 Aug 2026.