25
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
-6.1%
-3.3% vs index
3 Years
11.3%
-1.5% vs index
5 Years
—
Since launch
14.0%
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
-5.5%-1.0% vs index
Why this score
Tata Nifty Midcap 150 Momentum 50 Index scores 25/100 — #20 of 24 Index — Mid Cap fund (Avoid). It stands out for fund size — beating 77% 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 return11.29% · 5th percentile in category
Volatility19.89 · 9th percentile in category
Alpha-4.76 · 9th percentile in category
Expense ratio0.82% · 17th percentile in category
1Y return-6.14% · 3rd percentile in category
Fund size1205.59 Cr · 77th percentile in category
Top holdings
1.Laurus Labs Ltd7.01%
2.Multi Commodity Exchange Of India Ltd5.99%
3.The Federal Bank Ltd4.6%
4.Bharat Heavy Electricals Ltd4.45%
5.GE T&D India Ltd4.28%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.