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OmniAsset › Mutual funds › Tata Nifty Midcap 150 Momentum 50 Index Fund

Tata Nifty Midcap 150 Momentum 50 Index Fund

Index Fund fund benchmarked to NIFTY Midcap 150 Momentum 50 Index (TRI). Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202618.2039
CategoryIndex Fund
PlanRegular · Growth
Launched4 Oct 2022
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1NIFTY Midcap 150 Momentum 50 Index (TRI)
Expense ratiodirect plan, a year1.35%
AUM₹241 Cr
Growth of ₹10,000₹17,81831 Oct 2022 to 2 Sep 2026
₹19,399₹16,772₹14,146₹11,520₹8,894Oct 2022Oct 2023Sep 2024Sep 2025Sep 2026
₹17,818 (+16.2% a year) Tata Nifty Midcap 150 Momentum 50 Index Fund

Performance (trailing, annualised)

1Y annualised4.38%
3Y annualised14.84%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,24,3766.80%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,93,7865.91%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202348.65%
Calendar 202429.97%
Calendar 2025-4.79%

Rolling returns

Rolling 1Y · average147 windows since 1 Nov 202323.59%
Rolling 1Y · median8.50%
Rolling 1Y · worst window-13.44%
Rolling 1Y · best window76.33%
Rolling 1Y · windows positive71%
Rolling 3Y · average43 windows since 6 Nov 202520.58%
Rolling 3Y · median21.01%
Rolling 3Y · worst window15.81%
Rolling 3Y · best window24.19%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)19.96%
Downside deviation (3Y)14.78%
Maximum drawdown-26.14%

Management

Fund managerFM-1 Nitin Sharma, FM-2 - Rakesh Prajapati
Managing since20 Dec 2024

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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