FundLens
27
Index — Mid CapAvoid

Tata Nifty Midcap 150 Momentum 50 Index

Tata · Direct–Growth · rank #17 of 23 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
-0.6%
-5.8% vs index
3 Years
17.8%
-1.2% vs index
5 Years
Since launch
16.9%

Year-by-year performance

last entry = YTD
2023
+49.8%
2024
+30.9%
2025
-4.2%
2026
+0.4%

Why this score

Tata Nifty Midcap 150 Momentum 50 Index scores 27/100 — #17 of 23 Index — Mid Cap fund (Avoid). It stands out for fund size — beating 85% of peers on fund size. The main drag is its 3y return (better than only 5% of peers).

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

3Y return17.81% · 5th percentile in category
Volatility19.81 · 15th percentile in category
Alpha-5.39 · 9th percentile in category
Fund size1201.66 Cr · 85th percentile in category
1Y return-0.61% · 3rd percentile in category
Expense ratio0.49% · 33rd percentile in category

Other Index — Mid Cap funds