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Index FundregulargrowthVery High📊 Nifty Midcap 150

Tata Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

Tata Mutual Fund

LowLow toModerateModerateModerately HighHighVery High
Riskometer
Very High

Today's NAV — all variants

Regular · Growth

₹₹10.6295

0.15 (-1.37%)

29 May 2026

AMFI: 153580

Direct · Growth

₹₹10.7264

0.15 (-1.37%)

29 May 2026

AMFI: 153581

Regular · IDCW

₹₹10.6295

0.15 (-1.37%)

29 May 2026

AMFI: 153582

Direct · IDCW

₹₹10.7264

0.15 (-1.37%)

29 May 2026

AMFI: 153577

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.46%
1 Month+0.64%
3 Months+0.75%
6 Months-1.73%
1 Year
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Jun 2025)+4.57%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP
3 Year SIP
5 Year SIP
Since Inception (Jun 2025)+5.75%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹1,100

Invested

₹1,148

Value today

9.0%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹5,315

Value today

6.7%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,43,696

Value today

+0.9%

vs lumpsum

STP beat direct lumpsum by 0.9% — reduced timing risk paid off

Model your own STP with real NAV

Fund Details

Fund HouseTata Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹224 Cr
Expense Ratio1.05%
Min SIP₹100
Min Lumpsum₹5,000
BenchmarkNifty Midcap 150
Launch Date02 Jun 2025
AMFI Code153580

Portfolio Strategy

This is a passively managed index fund that replicates its benchmark index by holding the same securities in the same proportion.

Tracks:Nifty Midcap 150

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Investment Objective

Tata Nifty Midcap 150 Index Fund - Regular Plan - Growth Option is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.

About This Fund

Tata Nifty Midcap 150 Index Fund - Regular Plan - Growth Option is a Index Fund mutual fund offered by Tata Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹224 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Midcap 150. The current expense ratio is 1.05%.

Who Should Invest?

  • Aggressive investors comfortable with significant short-term volatility
  • Investors with a long-term horizon of 7+ years who can ride out market cycles
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations