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Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - Growth
₹17.4755NAV on 30 Oct 2026Expense ratio 0.77%
29 Oct 2025NAV low 16.02 · high 19.19-5.0%
In plain words
Over 3 years it returned +12.8% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -25.9%.
On 3-year return it ranks 35 of 149 funds in Equity Index.
A monthly SIP over 3 years ended ₹3,851 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -2.1% | +1.9% |
| 3 months | -4.3% | -5.1% |
| 6 months | -2.8% | -3.2% |
| 1 year | -4.8% | -10.2% |
| 3 years (yearly) | +12.8% | +7.4% |
| Since start (yearly) | +14.4% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,596 | -6.0% |
| 3 years | ₹3,60,000 | ₹3,67,844 | +1.3% |
Other plan of this fund: Tata Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth