Index — Mid CapBuy

Tata Nifty Midcap 150 Index

Tata · Direct–Growth · rank #4 of 23 by Smart Score

Data updated 22 Jul 2026

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Trailing returns

vs Nifty Midcap 150 (index-fund proxy)

1 Year

5.6%

-0.3% vs index

3 Years

—

5 Years

—

Since launch

6.8%

Year-by-year performance

last entry = YTD

2026

+4.2%-0.1% vs index

Why this score

Tata Nifty Midcap 150 Index scores 65/100 — #4 of 23 Index — Mid Cap fund (Buy). It stands out for volatility and expense ratio — beating 97% of peers on volatility. The main drag is its sharpe ratio (better than only 32% of peers).

Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.

Volatility15.92 · 97th percentile in category

Expense ratio0.23% · 98th percentile in category

Alpha-1.91 · 91st percentile in category

Sharpe ratio0.02 · 32nd percentile in category

Sortino ratio0.02 · 32nd percentile in category

1Y return5.56% · 56th percentile in category

Other Index — Mid Cap funds

Motilal Oswal Nifty Midcap 150 Index Dir

3Y 19.4%

Axis Nifty Midcap 50 Index

3Y 20.1%

ABSL Nifty Midcap 150 Index

3Y 19.3%

SBI Nifty Midcap 150 Index

3Y 19.1%