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 - IDCW Payout - 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 - IDCW Payout - Direct Plan

Latest NAV

₹18.2576

As of

17 Jul 2026

914 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	-0.88%	+0.08%	-0.96	274 / 296	Q4
1W	-1.19%	-0.25%	-0.94	269 / 296	Q4
2W	-0.19%	+0.03%	-0.22	235 / 296	Q4
1M	-3.28%	+0.66%	-3.94	288 / 296	Q4
3M	+0.41%	+1.92%	-1.51	235 / 296	Q4
6M	+1.23%	+0.72%	+0.50	161 / 289	Q3
YTD	-0.32%	-0.18%	-0.14	170 / 287	Q3
1Y	-0.84%	+1.67%	-2.52	194 / 276	Q3
2Y	-3.11%	+2.29%	-5.40	164 / 196	Q4
3Y	+18.04%	+9.65%	+8.40	22 / 152	Q1
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+16.91%	+7.39%	+9.52	26 / 294	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	-0.32%	-0.15%	-0.17	167 / 282
2025	-4.57%	+5.41%	-9.98	192 / 226
2024	+30.34%	+13.06%	+17.28	5 / 159
2023	+49.64%	+21.46%	+28.18	7 / 121
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

+25.77%

34 windows

min -9.2% · max 74.1%

76% positive

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

3-Year rolling

+22.15%

9 windows

min 18.0% · max 24.6%

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

19.90%

3-year · annualised

Sharpe ratio

0.62

vs risk-free 6.5%

Sortino ratio

1.01

Downside-only deviation

Max drawdown

-25.92%

Sep 2024 → Mar 2025

% positive months

63.9%

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 - Direct	HDFC	₹10.1305	17 Jul 2026
Nippon India Nifty 500 Equal Weight Index Fund - Direct Plan - IDCW Option	Nippon India	₹9.8508	17 Jul 2026
SBI Nifty100 Low Volatility 30 Index Fund-Direct Plan- Income Cum Distribution Capital Withdrawal Option (IDCW)	SBI	₹10.1908	17 Jul 2026
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - IDCW	ICICI Prudential	₹16.4272	17 Jul 2026
Bandhan Nifty Alpha 50 Index Fund - Direct Plan - IDCW	Bandhan	₹14.1114	17 Jul 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct IDCW Payout	Aditya Birla Sun Life	₹10.6288	17 Jul 2026
Motilal Oswal BSE Low Volatility Index Fund-Direct plan	Motilal Oswal	₹16.3494	17 Jul 2026
Kotak Nifty 100 Equal Weight index Fund - Direct Plan - IDCW Option	Kotak	₹11.0590	17 Jul 2026
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan IDCW	Edelweiss	₹14.3358	17 Jul 2026
DSP Nifty 50 Equal Weight Index Fund - Direct Plan - IDCW	DSP	₹22.4764	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹18.2576
16 Jul 2026	₹18.4197
15 Jul 2026	₹18.5222
14 Jul 2026	₹18.4371
13 Jul 2026	₹18.4696
10 Jul 2026	₹18.4772
9 Jul 2026	₹18.2435
8 Jul 2026	₹17.9766
7 Jul 2026	₹18.1462
6 Jul 2026	₹18.3729

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 17 Jul 2026, the NAV of Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Payout - Direct Plan is ₹18.2576. It's a Index Fund from Tata, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Payout - Direct Plan has NAV history starting from 31 Oct 2022, a track record of about 3 years 8 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 - IDCW Payout - 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 - IDCW Payout - Direct Plan has delivered a absolute return of -0.84% — -2.52 pp behind the Index Fund category average of 1.67%. The fund ranks #194 of 276 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Payout - Direct Plan has delivered a CAGR of 18.04% — +8.4 pp ahead of the Index Fund category average of 9.65%. The fund ranks #22 of 152 in its category — the top (Q1) quartile.

Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Payout - 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 - IDCW Payout - Direct Plan exactly 3 years ago would be worth approximately ₹164,489 today — a multiplier of 1.64×, based on the 3-year CAGR of 18.04%. The category average over the same window would have grown ₹1 lakh to ₹131,816.

A ₹10,000 monthly SIP in Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Payout - Direct Plan over the last 3 years — total invested ₹360,000 — would be worth ₹397,153 today. That's an XIRR (money-weighted annualised return) of 6.48%.

Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Payout - 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 ₹397,153 — XIRR 6.48%.

On a 3-year basis, Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Payout - Direct Plan ranks #22 out of 152 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 9.65%; this fund delivered 18.04%.

The worst peak-to-trough decline Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Payout - 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 - IDCW Payout - Direct Plan averaged 22.15% (best 24.63%, worst 18.04%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.62 — reasonable risk-adjusted performance.

In calendar year 2025, Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Payout - Direct Plan returned -4.57% — lagging the Index Fund category average of 5.41% by 9.98 pp. It ranked #192 of 226 in its category that year.

Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Payout - 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 - IDCW Payout - 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.