Tata Nifty Midcap 150 Index Fund
Current Fund Size :
N.A.
₹9.96
NAV
-3.06%
Overall Return
-1.96%
1-Day Change
0.1%
Expense Ratio
₹ 110 Cr
AUM (Fund Size)
3+ mos
Fund Age
Investment Policy
Benchmark
NIFTY Midcap 150 TRI
Risk Level
High Risk
Min. Investment
SIP: ₹500 & Lumpsum: ₹5000
Exit Load
0.25%
Lock-in Period
Nil
Capital Gains Tax Rules (Equity)
STCG (Before 1 Year)
Returns taxed at 20% if you redeem before 1 year
LTCG (After 1 Year)
After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Age of Fund
3 m since Jun 02, 2025
Current Value (Example)
N.A.
Returns Ratio
N/A
Peer Comparison: Returns & Risk Ratios
| # | Fund Name | Annualized Returns | Risk Ratios | Other Details | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | Std. Deviation | Beta | Sharpe Ratio | Sortino Ratio | AUM | Fund Age | Expense Ratio | ||
| 1 | Tata Nifty Midcap 150 Index Fund | N.A. | N.A. | N.A. | N.A. | N.A. | N.A. | N.A. | 110 Cr | 3 m | 0.1% |
| 2 | Motilal Oswal Nifty Midcap 150 Index Fund | -5.64% | 22.67% | 26.88% | 15.80 | 0.99 | 0.89 | 1.34 | 2,502 Cr | 6 yrs 1 m | 0.26% |
| 3 | HDFC NIFTY Midcap 150 Index Fund | -5.87% | 21.44% | 12.36% | N.A. | N.A. | N.A. | N.A. | 388 Cr | 2 yrs 5 m | 0.3% |
| 4 | SBI Nifty Midcap 150 Index Fund | -5.9% | 21.93% | 12.63% | N.A. | N.A. | N.A. | N.A. | 883 Cr | 3 yrs | 0.4% |
| 5 | Edelweiss Nifty Midcap150 Momentum 50 Index Fund | -12.62% | 20.19% | 11.67% | N.A. | N.A. | N.A. | N.A. | 1,144 Cr | 2 yrs 10 m | 0.4% |
| 6 | Navi Nifty Midcap 150 Index Fund | -5.92% | 22.27% | 14.73% | 15.73 | 0.99 | 0.88 | 1.32 | 313 Cr | 3 yrs 7 m | 0.26% |
Trailing Returns vs. Category Average
| # | Period | Fund Return | Category Average |
|---|---|---|---|
| 1 | 1 Month | 1.01% | 0.65% |
| 2 | 3 Months | -4.6% | -5.45% |
Related Funds
| # | Fund Name | AUM | Return 1y | Return 5y | url |
|---|---|---|---|---|---|
| 1 | Tata Small Cap Fund | 11,416 Cr | -8.18% | 31.41% | View Detail |
| 2 | Tata Infrastructure Fund | 2,138 Cr | -15.04% | 30.05% | View Detail |
| 3 | Tata Mid Cap Fund | 4,946 Cr | -6.24% | 25.12% | View Detail |
| 4 | Tata Resources & Energy Fund | 1,156 Cr | -2.99% | 24.31% | View Detail |
| 5 | Tata Banking and Financial Services Fund | 2,819 Cr | 4.93% | 22.53% | View Detail |
| 6 | Tata Value Fund | 8,348 Cr | -9.64% | 22.09% | View Detail |
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