Scheme

Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Reinvestment - Regular Plan

Tata Mutual Fund · Other Scheme - Index FundsNAV 17.1610 on 02 Nov 20261Y -3.83%3Y 11.84%

All funds

Factsheet

As of 31 Aug 2026

Scheme riskometer

Very High

Benchmark riskometer

Very High

Inception
05 Sep 2024
Fund managers
Mr. Nitin Bharat Sharma (since 01 Jul 2025), Mr. Rakesh Indrajeet Prajapati
Benchmark
Nifty 200 Alpha 30 TRI
AUM
213.28 crore
Regular expense
0.9%
Direct expense
0.39%
Minimum investment
₹ 5,000
SIP minimum
₹ 150
Exit load
0.25% of the applicable NAV, if redeemed on or before 15 days from the date of allotment Base
Standard deviation
23.17%
Beta
0.96
Sharpe
0.6

Portfolio

As of 31 Aug 2026