NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G)	Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Dir (G)
Fund Type	Other	Other
Risk	Very High	Very High
Min SIP Amount	₹150	₹100
Min Lumpsum	₹5,000	₹500
Expense Ratio	0.77%	1.89%
NAV	₹18.61 (11 Nov 2026)	₹10.38 (11 Nov 2026)
Fund Size	₹1,200.98 Cr	₹178.98 Cr
Fund Started	20 Oct 2022	23 Jul 2026
Lock-in Period	No lock-in	No lock-in
Exit Load	0.50%On or before 30 days from the date of allotment NilAfter 30 days from the date of allotment	1%

Returns	Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G)	Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Dir (G)
1M	3.30%	3.59%
3M	-1.86%	-1.41%
6M	-1.92%	—
1Y	0.16%	—
3Y	12.85%	—
5Y	—	—
Since Inception	16.21%	3.00%

Trailing risk-adjusted performance measures

Risk Ratio	Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G)	Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Dir (G)
Alpha	7.90	-14.58
Beta	1.10	0.41
Sharpe	0.40	-1.37
Standard Deviation	5.87	5.15

Holding Analysis	Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G)	Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Dir (G)
Top 5 Holdings	28.70%	27.61%
Top 10 Holdings	45.72%	50.70%
Portfolio Turnover	104.23	—
Equity	100.01%	99.90%
Debt	0.05%	0.50%
Cash	—	—

Name	Assets

Fund Manager	Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G)	Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Dir (G)
Name	,

About	Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G)	Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund-Dir (G)
AMC	Tata Mutual Fund	Motilal Oswal Mutual Fund
Scheme Category	Index Fund	Index Fund
Benchmark	NIFTY Midcap 150 Momentum 50 Index (TRI)	BSE Midcap 150 Momentum 30 TRI
Launch Date	04 Oct 2022	03 Jul 2026