Official AMFI data
Arthkar — Understand Money, Invest Smartly
Tata

Tata Nifty Midcap 150 Index Fund

Index Funds / ETFsOther Rank 280 of 605

NAV · Direct-Growth

₹10.30-0.11-1.01%

As of 1 Oct 2026 · AMFI

NAV growth+2.2%
Oct ’25Oct ’26
Arthkar verdictSolid on the numbers

Returns

Beats category

1Y all ahead

Beats its Index Funds / ETFs category on 1Y.

1Y return

+1.4%

+0.9 vs cat

3Y CAGR

—

5Y CAGR

—

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

—

3Y std dev

In plain English

Tata Nifty Midcap 150 Index Fund is a Index Funds / ETFs scheme from Tata. Worst historical drawdown: -14% in Mar 2026, recovered in 1 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF277KA1DZ9

NAV (Direct-Growth)

₹10.3029

Last 1Y

+2.21%

Oct 25Min ₹9.23 · Max ₹11.21 · 245 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2026

-14.1%

Peak ₹10.74 on 7 Jan 2026 → trough ₹9.23 on 30 Mar 2026 (3 months down).

Recovered in 1 months· 7 May 2026

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W-3.59%-2.60%543/ 741
1M-6.63%-4.74%623/ 736
3M-5.31%-3.87%389/ 709
6M+9.49%+5.02%140/ 680
YTD-2.62%-3.94%286/ 640
1Y+1.41%+0.48%280/ 605

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.