Tata Nifty Midcap 150 Momentum 50 Index Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -5.74% | -10.72% | -7.73% | -8.19% | -8.42% | 11.09% | – | – | – |
NAV history
About this fund
Tata Nifty Midcap 150 Momentum 50 Index Fund is a passive index fund/ETF offered by Tata Mutual Fund, classified under Index/ETF as Other Scheme - Index Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹16.69, with assets under management of about ₹1,145 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Tata Nifty Midcap 150 Momentum 50 Index Fund has recorded a return of about -8.4%, with a three-year return of 11.1%. Its annualised volatility is 18.3% — relatively large fluctuations — and its Sharpe ratio is -0.81, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.39%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 23.52 | 6.72 | -13.35 | 77.98 | 73% | 45% |
| 3Y | 20.31 | 21.51 | 10.96 | 25.65 | 100% | 98% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Crisil IBX Gilt -Apr 2029 Index Fund Other Scheme - Index Funds | -0.55 | -0.25 | 1.27 | 3.53 | 7.46 | – | – | 0.19 |
| Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund Other Scheme - Index Funds | -0.09 | 0.56 | 2.27 | 4.49 | 7.49 | – | – | 0.17 |
| Nippon India Nifty SDL Plus G-Sec - Jun 2028 Maturity 70:30 Index Fund Other Scheme - Index Funds | -0.10 | 0.70 | 2.40 | 4.79 | 7.50 | – | – | 0.17 |
| HDFC Nifty G-Sec Dec 2026 Index Fund Other Scheme - Index Funds | 0.40 | 1.30 | 2.64 | 5.45 | 7.24 | – | – | – |
| HDFC Nifty G-Sec July 2031 Index Fund Other Scheme - Index Funds | -1.49 | -1.76 | 0.70 | 2.21 | 7.19 | – | – | – |
| BANDHAN CRISIL IBX 90:10 SDL PLUS GILT - NOV 2026 INDEX FUND Other Scheme - Index Funds | 0.42 | 1.35 | 2.75 | 5.67 | 7.43 | – | – | 0.08 |
| BANDHAN CRISIL IBX 90:10 SDL PLUS GILT - APRIL 2032 INDEX FUND Other Scheme - Index Funds | -1.00 | -1.47 | 1.46 | 2.97 | 7.12 | – | – | 0.08 |
| BANDHAN CRISIL IBX 90:10 SDL PLUS GILT - SEPTEMBER 2027 INDEX FUND Other Scheme - Index Funds | -0.01 | 1.04 | 2.72 | 5.37 | 7.65 | – | – | 0.08 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Tata Mid Cap Fund Equity Scheme - Mid Cap Fund | -9.92 | -8.90 | -5.95 | -3.93 | 12.46 | 12.40 | 15.12 | 0.54 |
| Tata Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -9.75 | -9.81 | -6.80 | -14.60 | 5.07 | 7.42 | 11.46 | 0.60 |
| Tata Value Fund Equity Scheme - Value Fund | -6.82 | -5.50 | -5.38 | -7.90 | 11.19 | 10.95 | 13.06 | 0.69 |
| Tata Infrastructure Fund Sectoral/Thematic - Infrastructure | -9.61 | -10.09 | -8.13 | -4.12 | 10.42 | 13.57 | 13.79 | 0.98 |
| Tata Retirement Savings Fund-Progressive Plan Solution Oriented Scheme - Retirement Fund | -9.19 | -7.67 | -2.83 | -4.64 | 10.66 | 8.45 | 12.62 | 0.54 |
| Tata Retirement Savings Fund-Moderate Plan Solution Oriented Scheme - Retirement Fund | -7.97 | -6.44 | -2.12 | -3.64 | 10.35 | 8.59 | 11.84 | 0.57 |
| Tata Retirement Savings Fund-Conservative Plan Solution Oriented Scheme - Retirement Fund | -3.72 | -3.11 | -0.43 | -0.26 | 6.89 | 5.91 | 7.77 | 0.85 |
| Tata Childrens Fund Solution Oriented Scheme - Children's Fund | -5.26 | -7.56 | -7.75 | -15.48 | 3.23 | 4.69 | 9.41 | 1.56 |