Should I invest in Tata Nifty Midcap 150 Momentum 50 Index Fund?

We don't give personal investment advice. Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

Tata

Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan

Latest NAV

₹18.2695

As of

3 Jun 2026

883 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.15%	+0.27%	-0.42	310 / 353	Q4
1W	-2.38%	-0.97%	-1.41	294 / 353	Q4
2W	+0.15%	+0.26%	-0.11	198 / 353	Q3
1M	+1.14%	-0.26%	+1.40	33 / 351	Q1
3M	+2.30%	+0.41%	+1.89	86 / 341	Q2
6M	-1.86%	-1.84%	-0.02	200 / 332	Q3
YTD	-0.09%	-2.06%	+1.97	175 / 333	Q3
1Y	+1.43%	+1.97%	-0.54	174 / 306	Q3
2Y	-0.46%	+4.21%	-4.67	186 / 205	Q4
3Y	+20.50%	+11.24%	+9.26	18 / 168	Q1
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+17.62%	+6.44%	+11.17	26 / 353	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-0.09%	-2.11%	+2.01	173 / 331
2025	-4.57%	+6.05%	-10.62	226 / 260
2024	+30.34%	+14.12%	+16.22	6 / 180
2023	+49.64%	+21.09%	+28.55	6 / 130
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+25.74%

32 windows

min -8.7% · max 76.1%

66% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+21.77%

8 windows

min 20.2% · max 24.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

18.98%

3-year · annualised

Sharpe ratio

0.74

vs risk-free 6.5%

Sortino ratio

1.15

Downside-only deviation

Max drawdown

-25.92%

Sep 2024 → Mar 2025

% positive months

72.2%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC Nifty 100 Equal Weight Index Fund - Direct Plan - Growth Option	HDFC	₹17.0459	3 Jun 2026
Nippon India Nifty 500 Equal Weight Index Fund - Direct Plan - Growth Option	Nippon India	₹9.4121	3 Jun 2026
SBI Nifty100 Low Volatility 30 Index Fund- Direct Plan- Growth	SBI	₹9.7712	3 Jun 2026
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth	ICICI Prudential	₹16.3229	3 Jun 2026
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth	Bandhan	₹9.4147	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth	Aditya Birla Sun Life	₹10.2360	3 Jun 2026
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Direct Plan-Growth	Motilal Oswal	₹8.0969	3 Jun 2026
Kotak Nifty 100 Equal Weight Index Fund - Direct Plan - Growth	Kotak	₹10.7610	3 Jun 2026
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth	Edelweiss	₹14.3470	3 Jun 2026
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - Growth	DSP	₹26.7856	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹18.2695
2 Jun 2026	₹18.2988
1 Jun 2026	₹18.3262
29 May 2026	₹18.6569
27 May 2026	₹18.8714
26 May 2026	₹18.7450
25 May 2026	₹18.6608
22 May 2026	₹18.4397
21 May 2026	₹18.3951
20 May 2026	₹18.4102

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan is ₹18.2695. It's a Index Fund from Tata, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan has NAV history starting from 31 Oct 2022, a track record of about 3 years 7 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan is managed by Tata. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan has delivered a absolute return of 1.43% — -0.54 pp behind the Index Fund category average of 1.97%. The fund ranks #174 of 306 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan has delivered a CAGR of 20.50% — +9.26 pp ahead of the Index Fund category average of 11.24%. The fund ranks #18 of 168 in its category — the top (Q1) quartile.

Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan exactly 3 years ago would be worth approximately ₹174,966 today — a multiplier of 1.75×, based on the 3-year CAGR of 20.50%. The category average over the same window would have grown ₹1 lakh to ₹137,648.

A ₹10,000 monthly SIP in Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan over the last 3 years — total invested ₹360,000 — would be worth ₹410,192 today. That's an XIRR (money-weighted annualised return) of 8.65%.

Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹410,192 — XIRR 8.65%.

On a 3-year basis, Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan ranks #18 out of 168 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 11.24%; this fund delivered 20.50%.

The worst peak-to-trough decline Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan has experienced over the last 3-year window is 25.92% — its NAV fell from a high on 24 Sep 2024 to a low on 13 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan averaged 21.77% (best 24.01%, worst 20.23%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.74 — reasonable risk-adjusted performance.

In calendar year 2025, Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan returned -4.57% — lagging the Index Fund category average of 6.05% by 10.62 pp. It ranked #226 of 260 in its category that year.

Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.