Tata Nifty Midcap 150 Momentum 50 Index Fund Datagrid
Category Index Fund
BMSMONEY Rank 42
Rating
Growth Option 13-03-2026
NAV ₹16.28(R) -2.82% ₹16.69(D) -2.82%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 10.61% 20.38% -% -% -%
Direct 11.3% 21.21% -% -% -%
Benchmark
SIP (XIRR) Regular -10.57% 5.59% -% -% -%
Direct -9.98% 6.34% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.93 0.43 0.67 -% -
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
17.75% -25.36% -24.68% - 13.7%
Fund AUM As on: 30/12/2025 1029 Cr
Top Index Fund
Fund Name Rank Rating
Motilal Oswal S&P 500 Index Fund 1
- 2
ICICI Prudential Nifty Auto Index Fund 3
Navi Nifty India Manufacturing Index Fund 4
Motilal Oswal BSE Financials ex Bank 30 Index Fund 5
AXIS Nifty Midcap 50 Index Fund 6
SBI NIFTY MIDCAP 150 INDEX FUND 7
Nippon India Nifty Midcap 150 Index Fund 8
Aditya Birla Sun Life Nifty Midcap 150 Index Fund 9
Motilal Oswal Nifty Midcap 150 Index Fund 10
ICICI Prudential Nifty Midcap 150 Index Fund 11
ICICI Prudential Nifty Pharma Index Fund 12
HDFC NIFTY50 Equal Weight Index Fund 13
DSP Nifty 50 Equal Weight Index Fund 14
Navi Nifty Midcap 150 Index Fund 15
ICICI Prudential Nifty50 Equal Weight Index Fund 16
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund 17
HDFC NIFTY 100 Equal Weight Index Fund 18
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund 19
Dsp Nifty Next 50 Index Fund 20

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan 16.28
-0.4700
-2.8200%
Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Payout - Regular Plan 16.28
-0.4700
-2.8200%
Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Reinvestment - Regular Plan 16.28
-0.4700
-2.8200%
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan 16.69
-0.4800
-2.8200%
Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Reinvestment - Direct Plan 16.69
-0.4800
-2.8200%
Tata Nifty Midcap 150 Momentum 50 Index Fund - IDCW Payout - Direct Plan 16.69
-0.4800
-2.8200%

Review Date: 13-03-2026

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization


KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -8.34
-7.43
-14.39 | 2.82 136 | 240 Average
3M Return % -9.05
-8.67
-24.12 | 4.91 104 | 238 Good
6M Return % -7.89
-6.95
-25.73 | 18.69 137 | 231 Average
1Y Return % 10.61
7.18
-18.51 | 51.00 46 | 202 Very Good
3Y Return % 20.38
14.15
1.04 | 24.40 16 | 101 Very Good
1Y SIP Return % -10.57
-9.05
-36.17 | 22.18 97 | 195 Good
3Y SIP Return % 5.59
5.08
-10.85 | 20.86 50 | 96 Average
Standard Deviation 17.75
12.06
0.60 | 22.45 93 | 102 Poor
Semi Deviation 13.70
8.86
0.37 | 16.91 92 | 102 Poor
Max Drawdown % -24.68
-15.82
-29.16 | 0.00 81 | 102 Poor
VaR 1 Y % -25.36
-15.41
-34.57 | 0.00 86 | 102 Poor
Average Drawdown % -7.42
-5.73
-14.55 | 0.00 83 | 102 Poor
Sharpe Ratio 0.93
1.00
-0.17 | 2.42 52 | 102 Good
Sterling Ratio 0.67
0.66
0.05 | 1.48 42 | 102 Good
Sortino Ratio 0.43
0.59
-0.02 | 2.60 54 | 102 Average
Return data last Updated On : March 13, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -8.30 -7.33 -14.35 | 2.87 142 | 248 Average
3M Return % -8.91 -8.51 -24.00 | 5.08 107 | 245 Good
6M Return % -7.61 -6.70 -25.50 | 18.96 141 | 237 Average
1Y Return % 11.30 7.71 -17.98 | 51.99 46 | 204 Very Good
3Y Return % 21.21 14.67 1.56 | 25.10 17 | 101 Very Good
1Y SIP Return % -9.98 -8.46 -35.73 | 22.85 101 | 200 Average
3Y SIP Return % 6.34 5.68 -10.36 | 21.51 52 | 99 Average
Standard Deviation 17.75 12.06 0.60 | 22.45 93 | 102 Poor
Semi Deviation 13.70 8.86 0.37 | 16.91 92 | 102 Poor
Max Drawdown % -24.68 -15.82 -29.16 | 0.00 81 | 102 Poor
VaR 1 Y % -25.36 -15.41 -34.57 | 0.00 86 | 102 Poor
Average Drawdown % -7.42 -5.73 -14.55 | 0.00 83 | 102 Poor
Sharpe Ratio 0.93 1.00 -0.17 | 2.42 52 | 102 Good
Sterling Ratio 0.67 0.66 0.05 | 1.48 42 | 102 Good
Sortino Ratio 0.43 0.59 -0.02 | 2.60 54 | 102 Average
Return data last Updated On : March 13, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
KPIs: Key Performance Indicators

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Tata Nifty Midcap 150 Momentum 50 Index Fund NAV Regular Growth Tata Nifty Midcap 150 Momentum 50 Index Fund NAV Direct Growth
13-03-2026 16.2805 16.6885
12-03-2026 16.7525 17.172
11-03-2026 16.83 17.2512
10-03-2026 17.1278 17.5562
09-03-2026 16.8314 17.2521
06-03-2026 17.1857 17.6143
05-03-2026 17.3524 17.7849
04-03-2026 17.0438 17.4683
02-03-2026 17.454 17.8881
27-02-2026 17.7197 18.1594
26-02-2026 17.9938 18.4401
25-02-2026 17.9074 18.3513
24-02-2026 17.7499 18.1896
23-02-2026 17.7927 18.2331
20-02-2026 17.8641 18.3053
19-02-2026 17.7519 18.19
18-02-2026 18.0709 18.5166
17-02-2026 17.9269 18.3687
16-02-2026 17.8525 18.2922
13-02-2026 17.7628 18.1994

Fund Launch Date: 20/Oct/2022
Fund Category: Index Fund
Investment Objective: The investment objective of the scheme is to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error. There is no assurance or guarantee that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund Description: An open-ended scheme replicating/tracking NIFTY Midcap 150 Momentum 50 Index
Fund Benchmark: Nifty Midcap150 Momentum 50 TRI
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.