24
Index — Mid CapAvoid
Tata Nifty Midcap 150 Momentum 50 Index
Tata · Direct–Growth · rank #20 of 24 by Smart Score
Data updated
Trailing returns
1 Year
5.3%
-4.6% vs index
3 Years
15.1%
-1.1% vs index
5 Years
—
Since launch
17.0%
Year-by-year performance
2023
+49.8%+5.5% vs index
2024
+30.9%+6.7% vs index
2025
-4.2%-10.0% vs index
2026
+2.7%-1.7% vs index
Why this score
Tata Nifty Midcap 150 Momentum 50 Index scores 24/100 — #20 of 24 Index — Mid Cap fund (Avoid). It stands out for fund size — beating 81% 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 return15.09% · 5th percentile in category
Expense ratio1.08% · 2nd percentile in category
Volatility19.82 · 9th percentile in category
Alpha-4.63 · 9th percentile in category
Fund size1216.75 Cr · 81st percentile in category
1Y return5.31% · 3rd percentile in category
Top holdings
1.Laurus Labs Ltd6.23%
2.The Federal Bank Ltd5.03%
3.Multi Commodity Exchange Of India Ltd4.73%
4.BSE Ltd4.68%
5.Bharat Forge Ltd4.32%
50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.