Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth
A Other Scheme by Tata Asset Management Limited
3Y Returns (CAGR)
19.21%
Expense Ratio
0.47%
as of 01/05/2026
AUM
₹805.88 Cr
Qtr End: Mar 26
NAV
₹18.27
as of 03/06/2026
3Y Returns (CAGR)
19.21%
Expense Ratio
0.47%
as of 01/05/2026
AUM
₹805.88 Cr
Qtr End: Mar 26
NAV
₹18.27
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 2.89% | 12.07% | 26.79% |
| 6M | -1.03% | -2.05% | 22.49% |
| 1Y | -2.70% | -2.70% | 17.83% |
| 3Y | 69.40% | 19.21% | 19.75% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 04/10/2022
- Fund Age
- 3.6 years
- Minimum Investment
- ₹5,000
- Benchmark
- Nifty Midcap150 Momentum 50
- Fund House
- Tata Mutual Fund
- Category
- Other Scheme
- Sub-category
- Index Funds (Other Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Direct - Growth | 19.59% | 0.45% | ₹959.85 |
| Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth | 19.21% | 0.47% | ₹805.88 |
| Kotak Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth | - | 0.28% | ₹252.49 |
| HDFC NIFTY50 Equal Weight Index Fund - Direct - Growth | 14.22% | 0.40% | ₹1,121.62 |
| SBI Nifty50 Equal Weight Index Fund - Direct - Growth | - | 0.45% | ₹350.27 |
| DSP Nifty 50 Equal Weight Index Fund - Direct - Growth | 13.89% | 0.58% | ₹1,490.62 |
| HDFC NIFTY 100 Equal Weight Index Fund - Direct - Growth | 15.82% | 0.40% | ₹270.17 |