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Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Index Funds/ETFs
Fund House : Tata Mutual Fund

Returns (NAV as on 03rd November, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 27-Oct-25 10054.70 0.55% - -0.03% 73/352
1 Month 03-Oct-25 10408.20 4.08% - 2.63% 59/351
3 Month 01-Aug-25 10298.40 2.98% - 4.35% 214/336
6 Month 02-May-25 10888.40 8.88% - 7.51% 111/314
YTD 01-Jan-25 9629.10 -3.71% - 6.63% 256/283
1 Year 31-Oct-24 9837.10 -1.63% -1.62% 5.92% 227/259
2 Year 03-Nov-23 14775.50 47.76% 21.52% 14.96% 35/185
3 Year 03-Nov-22 17813.20 78.13% 21.20% 14.75% 20/120
Since Inception 20-Oct-22 18370.80 83.71% 22.14% 10.33% 27/341

SIP Returns (NAV as on 03rd November, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 31-Oct-24 12000 12486.03 4.05 % 7.54 %
2 Year 03-Nov-23 24000 25899.04 7.91 % 7.49 %
3 Year 03-Nov-22 36000 47028.07 30.63 % 18.11 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.14% 3.94% 1.75% 8.73% -3.47% -1.19% 21.41% 21.25% 0.00%
Nifty 50 -0.64% 2.83% 3.54% 5.14% 8.26% 6.68% 15.33% 12.20% 16.53%
Benchmark: NIFTY Midcap 150 Momentum 50 TRI -0.14% 3.98% 1.88% 9.11% -2.99% -0.30% 22.79% 22.84% 31.43%
Category Average -0.41% 2.22% 3.18% 7.10% 6.24% 6.06% 14.78% 14.57% 19.26%
Category Rank 110/349 50/352 201/337 101/315 256/284 226/261 34/186 20/121 0/0
Best in Category 0.22% 9.70% 21.38% 36.58% 55.37% 50.40% 35.46% 37.06% 28.60%
Worst in Category -1.50% -1.07% -2.51% -0.62% -16.90% -10.98% 7.25% 7.24% 15.20%

Best Quarters

Period This Fund Nifty 50 NIFTY Midcap 150 Momentum 50 TRI Category Average
Q2 - 2025 16.87% 10.15% -- 5.81%
Q3 - 2023 16.17% 1.07% -- 2.47%
Q2 - 2023 15.79% 10.29% -- 4.79%

Worst Quarters

Period This Fund Nifty 50 NIFTY Midcap 150 Momentum 50 TRI Category Average
Q1 - 2025 -14.01% -2.43% -- 1.53%
Q3 - 2025 -7.74% -3.64% -- -0.91%
Q4 - 2024 -4.73% -8.34% -- -6.95%

Forum

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