Question 1

What is the Expense Ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth?

Accepted Answer

The Expense Ratio of Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth is 1.08% as of 01/07/2026. This is the fee charged by the fund house for managing the fund.

Question 2

What is the AUM of Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth?

Accepted Answer

The Assets Under Management (AUM) of Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth is ₹805.88 Crores as of Quarter ending March 2026.

Question 3

What is the 3-Year CAGR of Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth?

Accepted Answer

The 3-Year Compound Annual Growth Rate (CAGR) of Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth is 16.98%. This indicates the average annual growth rate over the last 3 years.

Question 4

Who manages Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth?

Accepted Answer

Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth is managed by Tata Mutual Fund.

Question 5

Is Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth an open-ended or close-ended scheme?

Accepted Answer

Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth is an Open-Ended scheme.

Question 6

What is the benchmark for Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth?

Accepted Answer

The benchmark for Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth is Nifty Midcap150 Momentum 50.

Question 7

How is the Expense Ratio calculated?

Accepted Answer

The Expense Ratio is the annual fee that mutual funds charge their unitholders. It expresses the percentage of assets deducted each fiscal year for fund expenses including 12b-1 fees, management fees, administrative fees, operating costs, and all other asset-based costs incurred by the fund.

Period	Returns	CAGR	Volatility
3M	0.46%	1.87%	16.12%
6M	1.15%	2.32%	22.80%
1Y	-1.25%	-1.25%	18.40%
3Y	60.10%	16.98%	19.96%
5Y	N/A	N/A	N/A

Scheme	3Y CAGR (%)	TER (%)	AUM (Cr)
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Direct - Growth	17.57%	1.07%	₹959.85
Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth	16.98%	1.08%	₹805.88
Kotak Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth	-	0.28%	₹252.49
DSP Nifty 50 Equal Weight Index Fund - Direct - Growth	13.76%	0.49%	₹1,490.62
HDFC NIFTY50 Equal Weight Index Fund - Direct - Growth	13.71%	0.40%	₹1,121.62
SBI Nifty50 Equal Weight Index Fund - Direct - Growth	-	0.50%	₹350.27
HDFC NIFTY 100 Equal Weight Index Fund - Direct - Growth	15.48%	0.40%	₹270.17

Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth

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