Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth
A Other Scheme by Tata Asset Management Limited
3Y Returns (CAGR)
24.55%
Expense Ratio
0.44%
as of 01/02/2026
AUM
₹803.6 Cr
Qtr End: Dec 25
NAV
₹17.888
as of 02/03/2026
3Y Returns (CAGR)
24.55%
Expense Ratio
0.44%
as of 01/02/2026
AUM
₹803.6 Cr
Qtr End: Dec 25
NAV
₹17.888
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹18.6k
Abs. Returns86.4%
CAGR23.1%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -2.72% | -10.43% | 16.76% |
| 6M | 0.77% | 1.55% | 14.07% |
| 1Y | 16.72% | 16.72% | 17.04% |
| 3Y | 93.23% | 24.55% | 18.37% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 04/10/2022
- Fund Age
- 3.4 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 | 24.99% | 0.43% | ₹884.53 |
| Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth | 24.55% | 0.44% | ₹803.6 |
| Kotak Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth | - | 0.28% | ₹228.12 |
| DSP Nifty 50 Equal Weight Index Fund - Direct - Growth | 19.74% | 0.41% | ₹1,472.01 |
| HDFC NIFTY50 Equal Weight Index Fund - Direct - Growth | 19.72% | 0.40% | ₹1,072.88 |
| SBI Nifty50 Equal Weight Index Fund - Direct - Growth | - | 0.45% | ₹314.48 |
| HDFC NIFTY 100 Equal Weight Index Fund - Direct - Growth | 20.90% | 0.40% | ₹280.11 |