Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth
A Other Scheme by Tata Asset Management Limited
3Y Returns (CAGR)
21.95%
Expense Ratio
0.44%
as of 01/03/2026
AUM
₹803.6 Cr
Qtr End: Dec 25
NAV
₹18.183
as of 17/04/2026
3Y Returns (CAGR)
21.95%
Expense Ratio
0.44%
as of 01/03/2026
AUM
₹803.6 Cr
Qtr End: Dec 25
NAV
₹18.183
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 0.74% | 2.99% | 28.80% |
| 6M | -0.79% | -1.58% | 21.69% |
| 1Y | 5.10% | 5.10% | 18.60% |
| 3Y | 81.35% | 21.95% | 19.54% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 04/10/2022
- Fund Age
- 3.5 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 | 22.20% | 0.59% | ₹884.53 |
| Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct - Growth | 21.95% | 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 | 16.54% | 0.41% | ₹1,472.01 |
| HDFC NIFTY50 Equal Weight Index Fund - Direct - Growth | 16.52% | 0.40% | ₹1,072.88 |
| SBI Nifty50 Equal Weight Index Fund - Direct - Growth | - | 0.47% | ₹314.48 |
| Kotak NIFTY 100 Low Volatility 30 Index Fund - Direct - Growth | - | 0.20% | ₹92.89 |