FundLens
24
Index — Mid CapAvoid

Tata Nifty Midcap 150 Momentum 50 Index

Tata · Direct–Growth · rank #20 / 24 Smart Score ke hisaab se

Data updated

Tata Nifty Midcap 150 Momentum 50 Index ka score 24/100 hai — 24 mein #20 Index — Mid Cap fund (Avoid). Mazbooti: fund size (category mein 81th percentile). Kamzori: 3 saal ka return (category mein 5th percentile).

Trailing returns

index ke muqable: Nifty Midcap 150 (index-fund proxy)
1 saal
5.3%
-4.6% index ke muqable
3 saal
15.1%
-1.1% index ke muqable
5 saal
Launch se
17.0%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2023
49.8%
2024
30.9%
2025
-4.2%
2026
2.7%

Risk metrics

Sharpe ratio
0.43
↑ jitna zyada, utna accha
Sortino ratio
0.59
↑ jitna zyada, utna accha
Std deviation
19.82
↓ jitna kam, utna accha
Alpha
-4.63
↑ jitna zyada, utna accha
Beta
1.11
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.