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 - Regular 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 - Regular Plan

Latest NAV

₹17.7990

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%	+0.28%	-0.43	259 / 291	Q4
1W	-2.39%	-0.98%	-1.41	238 / 291	Q4
2W	+0.13%	+0.23%	-0.10	172 / 291	Q3
1M	+1.10%	-0.27%	+1.36	30 / 289	Q1
3M	+2.14%	+0.47%	+1.67	74 / 281	Q2
6M	-2.16%	-1.88%	-0.28	170 / 273	Q3
YTD	-0.35%	-2.01%	+1.66	152 / 275	Q3
1Y	+0.81%	+1.49%	-0.68	149 / 254	Q3
2Y	-1.10%	+3.75%	-4.85	143 / 159	Q4
3Y	+19.70%	+10.70%	+9.00	13 / 126	Q1
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+16.78%	+5.52%	+11.26	21 / 291	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	-0.35%	-2.06%	+1.71	150 / 273
2025	-5.15%	+5.14%	-10.30	180 / 211
2024	+29.42%	+13.66%	+15.77	4 / 136
2023	+48.45%	+20.09%	+28.37	5 / 94
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

+24.86%

32 windows

min -9.3% · max 74.8%

66% positive

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

3-Year rolling

+20.93%

8 windows

min 19.4% · max 23.1%

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

18.96%

3-year · annualised

Sharpe ratio

0.71

vs risk-free 6.5%

Sortino ratio

1.09

Downside-only deviation

Max drawdown

-26.14%

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 Top 20 Equal Weight Index Fund - Regular Growth	HDFC	₹9.5172	3 Jun 2026
Nippon India Nifty 500 Equal Weight Index Fund - Regular Plan - Growth Option	Nippon India	₹9.3228	3 Jun 2026
SBI Nifty100 Low Volatility 30 Index Fund- Regular Plan- Growth	SBI	₹9.7387	3 Jun 2026
Bandhan Nifty 200 Quality 30 Index Fund - Regular Plan - Growth	Bandhan	₹9.3232	3 Jun 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund- Regular Growth	Aditya Birla Sun Life	₹10.1737	3 Jun 2026
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Regular Plan-Growth	Motilal Oswal	₹8.0030	3 Jun 2026
Kotak Nifty 100 Equal Weight Index Fund - Regular Plan - Growth	Kotak	₹10.6840	3 Jun 2026
Edelweiss Nifty 100 Quality 30 Index Fund Regular Plan Growth	Edelweiss	₹13.9297	3 Jun 2026
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth	DSP	₹25.6698	3 Jun 2026
Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹7.8515	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹17.7990
2 Jun 2026	₹17.8278
1 Jun 2026	₹17.8548
29 May 2026	₹18.1779
27 May 2026	₹18.3875
26 May 2026	₹18.2646
25 May 2026	₹18.1828
22 May 2026	₹17.9683
21 May 2026	₹17.9251
20 May 2026	₹17.9401

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 - Regular Plan is ₹17.7990. It's a Index Fund from Tata, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular 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 - Regular 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 - Regular Plan has delivered a absolute return of 0.81% — -0.68 pp behind the Index Fund category average of 1.49%. The fund ranks #149 of 254 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan has delivered a CAGR of 19.70% — +9 pp ahead of the Index Fund category average of 10.70%. The fund ranks #13 of 126 in its category — the top (Q1) quartile.

Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular 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 - Regular Plan exactly 3 years ago would be worth approximately ₹171,500 today — a multiplier of 1.72×, based on the 3-year CAGR of 19.70%. The category average over the same window would have grown ₹1 lakh to ₹135,665.

A ₹10,000 monthly SIP in Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan over the last 3 years — total invested ₹360,000 — would be worth ₹405,837 today. That's an XIRR (money-weighted annualised return) of 7.93%.

Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹405,837 — XIRR 7.93%.

On a 3-year basis, Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan ranks #13 out of 126 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 10.70%; this fund delivered 19.70%.

The worst peak-to-trough decline Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan has experienced over the last 3-year window is 26.14% — 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 - Regular Plan averaged 20.93% (best 23.14%, worst 19.41%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.71 — reasonable risk-adjusted performance.

In calendar year 2025, Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan returned -5.15% — lagging the Index Fund category average of 5.14% by 10.30 pp. It ranked #180 of 211 in its category that year.

Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular 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 - Regular 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.