59
Index — Mid CapHold
Tata Nifty Midcap 150 Index
Tata · Direct–Growth · rank #6 of 24 by Smart Score
Data updated
Trailing returns
1 Year
-1.1%
-0.2% vs index
3 Years
—
5 Years
—
Since launch
-0.3%
Year-by-year performance
2026
-3.3%-0.2% vs index
Why this score
Tata Nifty Midcap 150 Index scores 59/100 — #6 of 24 Index — Mid Cap fund (Hold). It stands out for volatility and expense ratio — beating 97% of peers on volatility. The main drag is its sharpe ratio (better than only 15% of peers).
Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.
Volatility15.33 · 97th percentile in category
Expense ratio0.23% · 98th percentile in category
Sharpe ratio-0.44 · 15th percentile in category
Alpha-1.44 · 88th percentile in category
Sortino ratio-0.60 · 15th percentile in category
Fund size317.78 Cr · 52nd percentile in category
Top holdings
1.Multi Commodity Exchange Of India Ltd2.08%
2.The Federal Bank Ltd1.94%
3.Laurus Labs Ltd1.91%
4.One 97 Communications Ltd1.78%
5.Hero Motocorp Ltd1.68%
148 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.