Tata Nifty Midcap 150 Momentum 50 Index Fund

Index Funds / ETFsOther Rank 50 of 199

NAV · Direct-Growth

₹18.84-0.03-0.14%

As of 18 Aug 2026 · AMFI

NAV growth+4.5%

Aug ’25Aug ’26

Arthkar verdictA balanced read

Returns

Mixed vs category

1 of 2 periods ahead

Consistency

Steady

positive in 3 of 4 years

Beats its Index Funds / ETFs category on 3Y but trails on 1Y.

1Y return

+4.5%

-2.4 vs cat

3Y CAGR

+17.5%

+5.0 vs cat

5Y CAGR

—

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

19.9%

3Y std dev

Go deeper on Tata Nifty Midcap 150 Momentum 50 Index Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Tata Nifty Midcap 150 Momentum 50 Index Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Tata Nifty Midcap 150 Momentum 50 Index Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Tata Nifty Midcap 150 Momentum 50 Index Fund is a Index Funds / ETFs scheme from Tata. 3-year CAGR: about 17.5%. Worst historical drawdown: -26% in Mar 2025 — ongoing.

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

NAV history

Showing Direct · Growth · INF277KA1612

NAV (Direct-Growth)

₹18.8439

Last 1Y

+4.46%

Aug 25Min ₹16.02 · Max ₹19.06 · 245 ptsAug 26

Drawdown stories

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

Mar 2025 — ongoing

-25.9%

Peak ₹20.24 on 24 Sept 2024 → trough ₹14.99 on 13 Mar 2025 (6 months down).

Not yet recovered

Mar 2023

-12.1%

Peak ₹10.37 on 2 Dec 2022 → trough ₹9.12 on 28 Mar 2023 (4 months down).

Recovered in 2 months· 31 May 2023

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.

Period	Returns	Category avg	Rank
1W	+0.03%	-0.47%	141/ 432
1M	+3.21%	+1.63%	93/ 430
3M	+3.71%	+4.31%	212/ 420
6M	+1.75%	+1.61%	226/ 402
YTD	+3.48%	+2.01%	200/ 395
1Y	+4.46%	+6.87%	240/ 369
2Y	-0.31%	+5.64%	205/ 248
3Y	+17.49%	+12.46%	50/ 199

Available plans & options

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