Tata Nifty Midcap 150 Momentum 50 Index Fund · Regular · Growth
NAV
₹18.2898
as of 16 Jun 2026
Expense Ratio
1.05%
AUM
₹1,034 Cr
Lumpsum returns (CAGR)
- 1Y
- +0.77%
- 3Y
- +19.35%
- 5Y
- —
- Since Inception
- +17.96%
SIP returns (XIRR)
- 1Y
- +7.93%
- 3Y
- +9.52%
- 5Y
- —
- Since Inception
- +13.58%
Returns calculated from 20 October 2022 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.
SIP since inception — what ₹150/month became
Real NAV backtest from day one
₹6,600
Invested
₹7,956
Value today
10.5%
XIRR (p.a.)
₹150/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹5,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹5,000
Invested
₹8,686
Value today
16.4%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹10,31,722
Value today
-1.0%
vs lumpsum
Direct lumpsum would have beaten STP by 1.0% — but STP reduced timing risk
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.33
Sharpe Ratio
—
Alpha
—
Beta
-0.32
Sortino
20.79%
Std Dev
-22.54%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
Tata Nifty Midcap 150 Momentum 50 Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
Tata Nifty Midcap 150 Momentum 50 Index Fund · Regular · Growth is a Index Fund mutual fund offered by Tata Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹1,034 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Midcap150 Momentum 50. The current expense ratio is 1.05%.
Who Should Invest?
- •Aggressive investors comfortable with significant short-term volatility
- •Investors with a long-term horizon of 7+ years who can ride out market cycles
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations