﻿<?xml version="1.0" encoding="utf-8"?><SchemeSummaryDocument xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"><SchemeSummary><Fund_Name>Tata Nifty Midcap 150 Index Fund</Fund_Name><Option_Names_Regular__Direct>Tata Nifty Midcap 150 Index Fund Regular Plan IDCW - Reinvestment
Tata Nifty Midcap 150 Index Fund Direct Plan IDCW - Reinvestment
Tata Nifty Midcap 150 Index Fund Regular Plan Growth
Tata Nifty Midcap 150 Index Fund Direct Plan Growth
Tata Nifty Midcap 150 Index Fund Regular Plan IDCW Payout
Tata Nifty Midcap 150 Index Fund Direct Plan IDCW Payout</Option_Names_Regular__Direct><Fund_Type>An open ended fund replicating / tracking the Nifty Midcap 150 Index (TRI).</Fund_Type><Riskometer_At_the_time_of_Launch>Very High</Riskometer_At_the_time_of_Launch><Riskometer_as_on_Date>Very High</Riskometer_as_on_Date><Category_as_Per_SEBI_Categorization_Circular>Other Schemes - Index Fund</Category_as_Per_SEBI_Categorization_Circular><Potential_Risk_Class_as_on_date>Not Applicable</Potential_Risk_Class_as_on_date><Description_Objective_of_the_scheme>The investment objective of the scheme is to provide returns, before expenses, that commensurate with the performance of Nifty Midcap 150 Index (TRI), subject to tracking error.</Description_Objective_of_the_scheme><Stated_Asset_Allocation>Securities covered by Nifty Midcap 150 Index (TRI)(95-100),Debt / Money Market Instruments^ including units of Mutual Funds^^ (0-5). The scheme can invest residual portion of upto 5% in other liquid instruments** in addition to the existing instruments mentioned in the offer documents. **Other liquid instruments include cash, bank deposits with Scheduled Commercial Banks, Government Securities, Treasury bills, Repo on Government securities and any other instruments as specified by the SEBI.</Stated_Asset_Allocation><Face_Value>10</Face_Value><NFO_Open_Date>02 Jun 2025</NFO_Open_Date><NFO_Close_date>16 Jun 2025</NFO_Close_date><Allotment_Date>within 5 (five) business days from the date of closure of the NFO</Allotment_Date><Reopen_Date>within 5 (five) business days of allotment</Reopen_Date><Maturity_Date_For_closedend_funds>Not Applicable</Maturity_Date_For_closedend_funds><Benchmark_Tier_1>Nifty Midcap 150 Index (TRI).</Benchmark_Tier_1><Benchmark_Tier_2>Not Applicable</Benchmark_Tier_2><Fund_Manager_Name>Nitin Sharma , Rakesh Prajapati (Assistant Fund Manager)</Fund_Manager_Name><Fund_Manager_Type_PrimaryComanageDescription>Nitin Sharma - Primary , Rakesh Prajapati  - Assistant Fund Manager</Fund_Manager_Type_PrimaryComanageDescription><Fund_Manager_From_Date>Nitin Sharma - 01-July-2025 , Rakesh Prajapati (Assistant Fund Manager) - From the date of allotment</Fund_Manager_From_Date><Annual_Expense_Stated_maximum>Regular 1.05, Direct 0.23</Annual_Expense_Stated_maximum><Exit_Load_if_applicable>0.25% of the applicable NAV, if redeemed on or before 15 days from the date of allotment.</Exit_Load_if_applicable><Custodian>Standard Chartered Bank</Custodian><Auditor>S.R. Batliboi &amp;amp; CO. LLP</Auditor><Registrar>Computer Age Management Services Limited</Registrar><RTA_Code_To_be_phased_out>M1D
M1DZ
M1G
M1GZ
M1DP
M1DZP</RTA_Code_To_be_phased_out><Listing_Details>Not Applicable</Listing_Details><ISINs>INF277KA1DX4
INF277KA1EA0
INF277KA1DW6
INF277KA1DZ9
INF277KA1DY2
INF277KA1EB8</ISINs><AMFI_Codes_To_be_phased_out>153578
153577
153580
153581
153582
153579</AMFI_Codes_To_be_phased_out><SEBI_Codes>TATA/O/O/OIN/25/05/0077</SEBI_Codes><Minimum_Application_Amount>5000</Minimum_Application_Amount><Minimum_Application_Amount_in_multiples_of_Rs>1</Minimum_Application_Amount_in_multiples_of_Rs><Minimum_Additional_Amount>1000</Minimum_Additional_Amount><Minimum_Additional_Amount_in_multiples_of_Rs>1</Minimum_Additional_Amount_in_multiples_of_Rs><Minimum_Redemption_Amount_in_Rs>500</Minimum_Redemption_Amount_in_Rs><Minimum_Redemption_Amount_in_Units>50</Minimum_Redemption_Amount_in_Units><Minimum_Balance_Amount_if_applicable>No mimimum balance required</Minimum_Balance_Amount_if_applicable><Minimum_Balance_Amount_in_Units_if_applicable>No mimimum unit balance required</Minimum_Balance_Amount_in_Units_if_applicable><Max_Investment_Amount>Not Applicable.</Max_Investment_Amount><Minimum_Switch_Amount_if_applicable>For all units there is no minimum switch amount.</Minimum_Switch_Amount_if_applicable><Minimum_Switch_Units>For all units there is no minimum switch units.</Minimum_Switch_Units><Switch_Multiple_Amount_if_applicable>Not Applicable.</Switch_Multiple_Amount_if_applicable><Switch_Multiple_Units_if_applicable>Not Applicable.</Switch_Multiple_Units_if_applicable><Max_Switch_Amount>Not Applicable.</Max_Switch_Amount><Max_Switch_Units_if_applicable>Not Applicable.</Max_Switch_Units_if_applicable><Swing_Pricing_if_applicable>Not Applicable</Swing_Pricing_if_applicable><Sidepocketing_if_applicable>Not Applicable</Sidepocketing_if_applicable><SIP_SWP__STP_Details_Frequency>SIP-- Monthly/Monthly/Quarterly/Quarterly/Weekly/Daily (Business Days)  ;STP --Monthly/Quarterly/Weekly/Daily (Business Days)  ;SWP --Monthly/Quarterly/Half-yearly/Yearly</SIP_SWP__STP_Details_Frequency><SIP_SWP__STP_Details_Minimum_amount>SIP-- 100.00/1,000.00/1,000.00/1,500.00/100.00/100.00  ;STP --500.00/500.00/500.00/500.00  ;SWP --500.00/500.00/500.00/500.00</SIP_SWP__STP_Details_Minimum_amount><SIP_SWP__STP_Details_In_multiple_of>SIP-- 1.00/1.00/1.00/1.00/1.00/1.00  ;STP --1.00/1.00/1.00/1.00  ;SWP --1.00/1.00/1.00/1.00</SIP_SWP__STP_Details_In_multiple_of><SIP_SWP__STP_Details_Minimum_Instalments>SIP-- 12 Instalments/6 instalments/6 instalments/4 instalments/12 instalments/12 instalments  ;STP --500.00 to 999.00 - 12 instalments; 
1,000.00 to 1,999.00 -  6 instalments;
2,000.00 and more - 3 instalments  ;SWP --1.00/1.00/1.00/1.00</SIP_SWP__STP_Details_Minimum_Instalments><SIP_SWP__STP_Details_Dates>SIP-- Any day/Any day/Any day/Any day/Monday-Friday/All Business Days  ;STP --Any day/Any day/Monday-Friday/All Business Days  ;SWP --Any day/Any day/Any day/Any day</SIP_SWP__STP_Details_Dates><SIP_SWP__STP_Details_Maximum_Amount_if_any>SIP-- Not Applicable/Not Applicable/Not Applicable/Not Applicable/Not Applicable/Not Applicable  ;STP --Not Applicable/Not Applicable/Not Applicable/Not Applicable  ;SWP --Not Applicable/Not Applicable/Not Applicable/Not Applicable</SIP_SWP__STP_Details_Maximum_Amount_if_any></SchemeSummary></SchemeSummaryDocument>