Fundalysisby DARKHORSESTOCKS

Scheme

Tata Nifty Midcap 150 Momentum 50 Index Fund

Holds 50 companies worth ₹1,204 Cr in Sept 2026.

  • Fund house

    TataThe fund house that runs this scheme.

  • AUM

    ₹1,206 CrTata Nifty Midcap 150 Momentum 50 Index Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 5.4% on Aug 2026, ₹1,274 Cr.

  • Largest holding

    Laurus Labs LimitedLaurus Labs Limited is 7.0% of this scheme's NAV.

  • Fund manager

    Nitin SharmaRuns it since 1 Jul 2025, as the fund house dates it. With Rakesh Prajapati (co-manager).

AUM(Dec 2022 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20261,206−5.4%
Aug 20261,274+4.7%
Jul 20261,217+1.3%
Jun 20261,202+1.9%
May 20261,179+5.0%
Apr 20261,123+16.4%
Mar 2026965−9.2%
Feb 20261,063+4.0%
Jan 20261,023−2.0%
Dec 20251,044−1.6%
Nov 20251,060+4.5%
Oct 20251,014+6.9%
AUM at month end, Sept 2026
₹1,206 Cr
+18.9% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Dec 2022 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202678.42%−0.17 pt
Jun 202678.59%−0.10 pt
Mar 202678.69%−0.19 pt
Dec 202578.87%+0.24 pt
Direct plans' share of AUM, Sept 2026
78.42%
−0.46 pt since Dec 2025
Fig. 2.Tata Nifty Midcap 150 Momentum 50 Index Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: NIFTY Midcap 150 Momentum 50 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−5.36%−5.41%––−4.10%
3 months *
−2.38%−2.53%––−3.57%
6 months *
+1.68%+1.37%––+2.05%
1 year
−1.44%−2.04%−0.58%−0.87 pt−0.35%
3 years
+13.05%+12.31%+14.28%−1.24 pt+7.62%
Since launch
+15.64%+14.82%+16.77%−1.14 pt+7.28%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: NIFTY Midcap 150 Momentum 50 TRI. * From NAVs. Source: AMFI.