65
Index — Mid CapBuy
Tata Nifty Midcap 150 Index
Tata · Direct–Growth · rank #3 of 24 by Smart Score
Data updated
Trailing returns
1 Year
9.7%
-0.2% vs index
3 Years
—
5 Years
—
Since launch
6.1%
Year-by-year performance
2026
+4.3%-0.1% vs index
Why this score
Tata Nifty Midcap 150 Index scores 65/100 — #3 of 24 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.
Volatility15.26 · 97th percentile in category
Expense ratio0.24% · 98th percentile in category
Alpha-1.65 · 91st percentile in category
Sharpe ratio-0.02 · 32nd percentile in category
Sortino ratio-0.03 · 32nd percentile in category
1Y return9.73% · 55th percentile in category
Top holdings
1.BSE Ltd3.59%
2.The Federal Bank Ltd2.13%
3.Laurus Labs Ltd1.7%
4.Hero Motocorp Ltd1.68%
5.Multi Commodity Exchange Of India Ltd1.65%
150 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.